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One of the bad things about writing a topical blog (on career moats) is that … the only way I could sneak in a cash flow discussion was by embedding it in a first principles thinking post. 😅
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I rarely share articles on twitter, but this is probably the best post I’ve read in 2020: commoncog.com/blog/cash-flow skip the argument about first principles and get into the cashflow discussion.
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Dude. I’ve sent your article to easily 15 people today. Best article of the year for me. Thank you. Wild part... 5 of them have thanked me for sending them it and shared their insights. From deal attorneys, to PE guys, to startup founders. Great work.
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