Michael Shang

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Framework

A Practical Lens for Working Capital

How receivables, payables, and inventory actually behave in operating businesses—and why small shifts in behaviour often matter more than a single quarter’s headline.

Working capital, honestly

Receivables, payables, and inventory rarely move in neat slides. They move in customer behaviour, supplier terms, and inventory discipline.

A useful habit

Ask what would happen to cash in ninety days if nothing heroic occurs—before debating the heroic case.