Corporate Balance Sheets

topic on 1 show · 2 statements across 2 episodes

2 statements about Corporate Balance Sheets, every show

CAPITAL ALLOCATORS Prediction Not checkable as stated

Shift to just-in-case inventory will strain corporate balance sheets

“You're going to move from just in time to just in case. All of those things have balance sheet implications, Which today's balance sheets are not structured to handle.”

Andrew Milgram Apr 21, 2022 ▶ 50:36 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)

CAPITAL ALLOCATORS Assertion Not checkable as stated

Ginns: Early Institutional Crypto Buying Concentrated in Hedge Funds and Corporates

“This initial wave of institutional purchasing has been concentrated in hedge funds. And in corporate balance sheets, the few very big corporate balance sheets.”

Seth Ginns Mar 15, 2021 ▶ 59:59 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)

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Corporate Balance Sheets

2 statements about Corporate Balance Sheets, every show

Turn any episode into a week of clips.