Negative Working Capital
@NegativeNWC
Buyout PE, small cap public equities, and general financial engineering enthusiast.
“We live in a world where almost everything is worthless and a very few things are exceptionally valuable.” - Essentialism: The Disciplined Pursuit of Less
If it isn’t a clear yes, then it’s a clear no.
Only once you give yourself permission to stop trying to do it all, to stop saying yes to everyone, can you make your highest contribution towards the things that really matter. - Essentialism: The Disciplined Pursuit of Less
Unless you have the alt data resources to go DEEP on $PTON (specific cohort data) I don’t see how you can confidently believe you have an edge on the market. Some professionals on here have the resources to gather that data. Very few retail investors do. Pick your spots…
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