I finally made it through reading a full report and have now subscribed. I have so many reasons to digest this knowledge but goodness they're long pieces of analysis! A lot of info and tough to process for primary producer/ingredient analysts like me. Anyway, I couldn't be happier to follow and support your work. You're offering 'insight' in the true meaning of the word.
Errol, Costco Math also includes terms where they have sold all your merchandise and collected before they pay the supplier. Cash flow tied to velocities.
I finally made it through reading a full report and have now subscribed. I have so many reasons to digest this knowledge but goodness they're long pieces of analysis! A lot of info and tough to process for primary producer/ingredient analysts like me. Anyway, I couldn't be happier to follow and support your work. You're offering 'insight' in the true meaning of the word.
Thank you!
Errol, Costco Math also includes terms where they have sold all your merchandise and collected before they pay the supplier. Cash flow tied to velocities.
Thanks. I ran out of space but will revise and include for my files.