Macro Ops Musings

Macro Ops
Learn About Great Businesses In 3-5 Minutes.
Created 10 May 2021
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  • Multivariate Critical Thinking (MCT)
    23 Oct 2021 • 3 min read • 2 0
    “Our knowledge can only be finite, while our ignorance must necessarily be infinite.” ~ Karl Popper One of the more profound trading insights I’ve had over the last five years is the value of multivar...
  • Learn Accounting in Five Minutes
    16 Oct 2021 • 1 min read • 2 0
    What Is “Accrued Revenue”? Accrued revenue occurs when a company completes a service or delivers a product but hasn’t Accrued revenue is when a company completes a service or delivers a product but ha...
  • Makuake (4479.JP)
    13 Oct 2021 • 10 min read • 1 0
    Makuake (4479.JPY) is Japan's leading purchase-type crowdfunding platform. The company helps people discover, support, and buy the latest innovative products and experiences before hitting the mainstr...
  • Accounts Payable: A True Cash Flow Lever
    09 Oct 2021 • 1 min read • 1 0
    Last week we learned about Accounts Receivables (A/R). We’re staying in the balance sheet this week and looking at another type of account. Except for this time it’s on the liabilities side of things....
  • Capitalizing R&D: Why You Should Avoid GAAP Measures
    02 Oct 2021 • 2 min read
    Last week, we discussed Accounts Payable and the role they play in cash flow efficiency. We learned that one company’s A/R is another company’s A/P. This week we’re analyzing one of the more complex a...
  • HeadHunter (HHR): Deep Dive
    29 Sep 2021 • 8 min read • 1 0
    Hey guys! Before we dive into this week’s idea, I want to let you know that we’ve extended our Collective enrollment to the end of this week. The Collective is unlike anything you've experienced on th...
  • Accounts Payable: A True Cash Flow Lever
    25 Sep 2021 • 1 min read • 2 0
    For Part III of our miniseries, we’re staying in the balance sheet this week and looking at another type of account. Except this time it’s on the liabilities side of things. What is An Account Payable...
  • Brand Capital: How Companies Create Lifetime Customers
    23 Sep 2021 • 10 min read • 1 0
    Before we dive into today’s piece, I want to remind you that our Macro Ops Collective enrollment goes until this Sunday at 11:59PM! JOIN THE COLLECTIVE At Macro Ops, we’re ruthlessly dedicated to find...
  • Accounts Receivable: What It Is & Why It Matters
    18 Sep 2021 • 1 min read • 3 0
    Many of you loved our first edition of Weekly Accounting Breakdown. We’re stoked to hear so many readers want to learn more about accounting. If you missed last week’s email on working capital, read i...
  • New Podcast: Ben Kovler, Founder/CEO of Green Thumb Industries $GTII
    15 Sep 2021 • < 1 min read • 1 0
    Hey guys! This week I’m releasing my Twitter Spaces interview/Q&A session with Ben Kovler. Ben is the founder/CEO of Green Thumb Industries (GTII), a leading cannabis MSO (multi-state operator). GTII ...
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