Framework: Balance Sheet Strength
Really liked the framing of balance sheet strength as “room” rather than just low debt. The point about working capital quietly shaping flexibility is especially important and often underestimated.
Agreed, a companies ability to pivot when needed as related to balance sheet strength is underestimated.
Really liked the framing of balance sheet strength as “room” rather than just low debt. The point about working capital quietly shaping flexibility is especially important and often underestimated.
Agreed, a companies ability to pivot when needed as related to balance sheet strength is underestimated.