Make Less Make More
<May 5, 2023> While working as a small cap analyst in the mid-1990s, I followed a company called Pactiv Corporation. Pactiv was best...
Make Less Make More
Mr. Market's Paddle
Jabba the Mutt
Crispy Bacon
‘Twas the Bill Before Christmas
Order 66
Let's Get Nuts
What About the Dufresnes?
That's the Ticket
Bedtime For Bonzo
The Great Inventory Build
The Mullet Discount
The Inflation Headshake
Good Enough?
This is the Show
The Fed's Labor Trap
Gone With the Wind
Friends in Different Places
The Recycle Bin
Double or Nothing
Definitions
Free Cash Flow: Free Cash Flow equals Cash from Operating Activities minus Capital Expenditures.