9 Comments

It would be great if you could mention the valuation of costco, as well. It is basically too expensive

Price to Cash Flow Per Share of 29 is too high compared to industry. Is it because they collect cash in a few days?

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Mar 4, 2023Liked by Ryan Reeves

I agree that this is a great post. So effortlessly and succinctly illustrates a concept which I was completely blind to.

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Mar 4, 2023Liked by Ryan Reeves

Brilliant first post - cant wait for more to come. Really fascinating how fast they can turn inventory to cash

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Nice write up! At the end you mention that suppliers pay the 2% cash back reward for the executive members - where did you find that info? Thanks!

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