@HockJohannes Good post, but the playing field in finding “a good business” and following your second rule of “you can’t pay more than 4x” is extremely limited (and almost nonexistent).
@BoringBiz_ - all tables begin in cell B2 to allow for buffer row/column
- raw data exclusively located on far right of workbook
- pages are all aligned center
- “CONFIDENTIAL” on footer
@stevetolger@rafaquinn Pull inventory out of the NWC peg in the LOI and handle separately. Use the data you have on inventory to set an appropriate target in the LOI and don’t let inventory muddy up the rest of the NWC calculation.
@LiebermanAustin@chamath The 50 yr avg (often cited in these conversations) is a largely meaningless figure with respect to the recent rate hikes. Most Americans locked rates in near the bottom, so the challenge we face is the spread between the recent low and the current rate.
Please help us spread the word. We WONT SPEND A NICKEL ON MARKETING. WE COMPLETELY RELY ON WORD OF MOUTH This allows us to price at such low prices. So all help is welcome from everyone and anyone !
These past two months I’ve realized my place is still on the field and not in the stands. That time will come. But it’s not now. I love my teammates, and I love my supportive family. They make it all possible. I’m coming back for my 23rd season in Tampa. Unfinished business LFG