Ledger Archives
The Interest Payment Illusion: How Companies Juggle Debt Servicing
Interest Payment Illusion-Not all interest coverage is created equal. In this Finacademics forensic case, we uncover how companies maintain the illusion of solvency while quietly borrowing just to service debt. A deep dive into ratios, red flags, and the real cost of juggling interest.
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.
Macro Mysteries
The Tariff Trap How Protectionism Shook Global Markets
When tariffs shake the world, financial markets don’t wait to react. In this Sherlock Holmes-style deep dive, we investigate how protectionist policies ripple through supply chains, distort earnings, and trigger global volatility.
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.
Ledger Archives
The Operating Cash Flow Mismatch: Earnings Manipulation Revealed by Cash Flow
Explore how reported profits can mask liquidity issues in this Sherlock-style forensic investigation. Learn to use the OCF-to-Net Income ratio and spot red flags with real cases like Valeant and Hyflux.
Ledger Archives
The Free Cash Flow Fiasco: When Capex Consumes All Cash
In this Holmes-style forensic tale, we examine how capital expenditures can erase operating cash flow. With real-world cases like Tesla, GE, and Airtel, learn to use FCF and FCF Yield to expose risky expansion traps.