Discussion about this post

User's avatar
Debarshi Ghosh's avatar

Really sharp breakdown. I like how you framed refinancing not as a rescue, but as a runway for disciplined growth - that nuance often gets missed. Your point on CS having to prove value faster in a debt-driven environment really resonated.

On a related note, TCLM puts out insights on credit, liquidity, and working capital trends that can be useful context for leaders navigating growth and risk. Thought you might find it interesting.

(It’s free)- https://tradecredit.substack.com/subscribe

Expand full comment

No posts