A supplier that funds its customers gets paid back by the sale. How big the sale has to be is written into somebody else's credit agreement, and it has been rising.
August 23, 2026. The construction used here, the required share, is now set out on its own, with no company in it, at capefearadvisors.substack.com/p/the-required-share. It carries the derivation, the three treatments it sits alongside, the conversion choice and the limits.
August 23, 2026. The construction used here, the required share, is now set out on its own, with no company in it, at capefearadvisors.substack.com/p/the-required-share. It carries the derivation, the three treatments it sits alongside, the conversion choice and the limits.