To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
FPR (FORTNOX AB TTM)
= 3.62÷∛(2.14×0.874×0.770)
= 3.205555202
FORTNOX's Capital Intensity is not light, but moderate.
***
FPR (Finance Pressure Ratio, by ATC)
= Total Assets ÷ ∛(Revenue × Gross Profit × Net Profit)
= Equivalent to Capital Intensity enhanced version
= Inverse of CompROA
= 1 ÷ CompROA
ii.
If FPR ≥ 4.743
= It implies Weak Competitive Advantage with Weak Profitability & High Finance Pressure
= Not a Compounder(equivalent to Low Capital Intensity)
iii.
If FPR ≤ 2.371
= It implies Strong Competitive Advantage with Strong Profitability & Low Finance Pressure (equivalent to Low Capital Intensity)
= Poised to be a Multi-bagger Compounder, the magnitude depends on the synergy between the ROIC & Gnp
= Having a long compounding runway time horizon
Hello there,
Huge Respect for your work!
New here. No huge reader base Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e