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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (7081)5/7/1999 6:23:00 PM
From: James Clarke  Read Replies (1) of 78475
 
I have a real problem with your interpretation of accounts payable too. What about the offsets, accounts receivable and inventories. You are making things much more difficult than they need to be. The point of a return on investment analysis is to separate the BUSINESS from THE WAY THE COMPANY CAPITALIZES THE BUSINESS. Accounts payable is clearly part of the BUSINESS. I would say that operating leases on their stores are too.
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