The AI Investment Bubble? — Hype vs Reality in Tech Valuations
Dr. Watson - 0
The AI Investment Bubble-Is the AI boom driven by innovation or inflated expectations? Explore valuations, red flags, and financial realities behind the AI investment surge.
Ledger Archives
The Cash Conversion Cycle Trap
The Cash Conversion Cycle-Inventory piling up? Cash disappearing? In this Sherlock-style financial investigation, we uncover how bloated cash conversion cycles silently choke companies — with real case references and red flags for analysts.
Ledger Archives
The Dividend Dilemma: How Unsustainable Dividends Are Funded
The Dividend Dilemma-Not all dividend payouts are signs of financial health. Explore how companies borrow to reward shareholders and how to detect unsustainable dividends using real cases and forensic ratios.
Ledger Archives
The Investing Cash Flow Incident: When Asset Purchases Raise Questions
Not all capital expenditure means growth. Explore how companies use CapEx to mask poor performance or mislead investors, with real cases like Luckin Coffee, Wirecard, and Satyam. Learn to detect red flags through CapEx vs revenue analysis.
Ledger Archives
The Financing Cash Flow Frenzy: Excessive Borrowing Signs
A forensic look at how companies use financing inflows to cover operating shortfalls. Explore debt-to-OCF red flags and real cases like Evergrande, Jet Airways, and Carillion.
Elementary Finance
What Does “EBITDA” Even Mean?
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A storm rumbles outside. Holmes lounges by the fireplace, violin in hand. Watson flips through an investor deck, eyebrows raised higher with each slide. WATSON:
Holmes, I’ve encountered this blasted...
Elementary Finance
The Case of the Connected Financial Statements
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Watson leans over a stack of ledgers. Holmes, teacup in hand, peers over a set of three aged parchment scrolls: P&L, Balance Sheet, and Cash Flow Statement. WATSON:
Sherlock, I’ve...
Elementary Finance
The Ratios of Reason
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Watson slumps into a leather chair, numbers swirling in his notebook. Sherlock peers at a ledger, a half-smirk playing on his face. WATSON:
Sherlock, I’m buried under numbers! Ratios here,...
Elementary Finance
The Curious Case of the Cash Flow Statement
The Curious Case of the Cash Flow Statement
Subtitle: Where did the money go, Watson? Let’s follow the trail. WATSON:
Sherlock, the Profit & Loss made sense. The Balance Sheet—well, it was...
The Dividend Dilemma: How Unsustainable Dividends Are Funded
Dr. Watson - 1
The Dividend Dilemma-Not all dividend payouts are signs of financial health. Explore how companies borrow to reward shareholders and how to detect unsustainable dividends using real cases and forensic ratios.
The AI Investment Bubble? — Hype vs Reality in Tech Valuations
Dr. Watson - 0
The AI Investment Bubble-Is the AI boom driven by innovation or inflated expectations? Explore valuations, red flags, and financial realities behind the AI investment surge.