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Nirav's avatar

Thank you James!! I was reading Buffett's Annual Letters and couldn't understand the part where $1 of additional capital contributed in See's created more than $3 of nominal value. Your writing is easy to understand. The connection(latticework) made with negative working capital, and software companies's expensing R&D cost and resultant increase in invested capital is admirable.

James Emanuel's avatar

thank you for your kind words

Smaug's avatar

Awesome post, and enjoyed the accounting comparison to Lifco

James Emanuel's avatar

Thanks for your kind words. Feel free to 'restack' it and share it with others. I am trying to grow this investment community.