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
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
Thank you for such a great post. Really thought provoking.
Where do you find the numbers he recalls on the tables? I don't really seem them :/