stuff Toby Carlisle talked about with Bill Brewster,
fixed assets (net PP&E) + Net working capital = what you would have to pay if you wanted to buy the business (no one will sell it for that)
look at the OCF & FCF, then look at the financing cash flows, is there money going in or out of this thing? Its the hardest thing to figure out where it all goes, never adds up, maybe some is going into buying unproductive assets?
