Commenting as lower engagement comparitively to other posts, but the bread and butter here still very, very useful
1. AGAIN Cartoon Bull from 2035 doing a better job than a 28k USTT accountancy qualification... (breath | seethe | accept )
1.a. choice between futher postgrad quals and starting a business needs to be carefully considered. We're heavily in favour of the later now - perhaps to be expanded on in a later post.
2. Despite 1, we actually needed a refresher on this topic. These posts very, very useful
Feel like CF is the least discussed and most important...maybe just my view from inside a big corp, but the time spent on disecting & talking about GAAP NI is 99% of the convo (technically the pseudo-GAAP "adjusted NI")
And most of the time, the answer is some timing issue under GAAP that is non-economic.
Yeah that's fair should have probably used a different example. What we were trying to avoid was assuming anything above $100K is part of net worth will edit now
Commenting as lower engagement comparitively to other posts, but the bread and butter here still very, very useful
1. AGAIN Cartoon Bull from 2035 doing a better job than a 28k USTT accountancy qualification... (breath | seethe | accept )
1.a. choice between futher postgrad quals and starting a business needs to be carefully considered. We're heavily in favour of the later now - perhaps to be expanded on in a later post.
2. Despite 1, we actually needed a refresher on this topic. These posts very, very useful
(lower engagement may be a timezone issue etc.)
Don't worry about engagement most our readers are introverted/quiet. We're just covering stuff that should be well known for new readers
very quiet. like read every word since wsp.
“ you can find projects with a positive treasury that is higher than the market cap”
Agree, [REDACTED] is an obvious buy right now.
Thanks BTB!! Excellent fundamentals help us think effectively and cut through the noise in Financial statement analysis
Late to this, but sums it up well once again!
Feel like CF is the least discussed and most important...maybe just my view from inside a big corp, but the time spent on disecting & talking about GAAP NI is 99% of the convo (technically the pseudo-GAAP "adjusted NI")
And most of the time, the answer is some timing issue under GAAP that is non-economic.
Great stuff. I will send these posts to customers that ask how to understand their financials.
Autist Note Nitpick Question: Real estate investment doesn’t balance out w/$100k investment and $400k debt.
Shouldn’t this be a $500k asset w/$400k debt w/$100k cash reduction to balance?
Yeah that's fair should have probably used a different example. What we were trying to avoid was assuming anything above $100K is part of net worth will edit now
Changed it to $500,000 assets, $100,000 equity, $400,000 forms of debt
Saas is higher risk reward. E-com is for people without tech skills