Your perspective on fundamental analysis - particularly the emphasis on understanding business models beyond just financial statements shows how operational realities drive investment outcomes. The cash flow focus naturally extends to working capital dynamics and trade credit cycles that TCLM examines in detail—might be worth a look for additional context.
Your perspective on fundamental analysis - particularly the emphasis on understanding business models beyond just financial statements shows how operational realities drive investment outcomes. The cash flow focus naturally extends to working capital dynamics and trade credit cycles that TCLM examines in detail—might be worth a look for additional context.
(It’s free)- https://tradecredit.substack.com/