6 Comments
Apr 11Liked by Roiss' Conclusions

Hey man, i love this video, thanks for writing this out!

With the 'deployed capital', isn't there $300m of working capital, subtract $100m cash at end of quarter, plus $100m of PPE? So deployed capital of $300m, not $200m?

Can't get my head around this after watching the vid a bunch of times

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Feb 15, 2023Liked by Roiss' Conclusions

Thank you for such a great post. Really thought provoking.

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Where do you find the numbers he recalls on the tables? I don't really seem them :/

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