Looking at $DELL as an interesting short They grew their net income 36% YOY, But operating cash flow fell 48% in the same period. Meaning profits on paper aren't turning into cash in the bank. This is likely due to $3.1B being absorbed into inventory. Dell manufactured more
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Looking at $DELL as an interesting short They grew their net income 36% YOY, But operating cash flow fell 48% in the same period. Meaning profits on paper aren't turning into cash in the bank. This is likely due to $3.1B being absorbed into inventory. Dell manufactured more