Investment Insights

Part one of a six-part series Part 1 Meet Mesa Ridge Why Investors Should Look Beyond the Numbers Most investors analyze businesses by reading financial statements and calculating ratios. Revenue growth? Check. P/E ratio? Check. Debt levels? Check. But this mechanical approach misses what actually matters: understanding the economics of the business itself. Over this series, I'm going to use a single example—a concrete company—to walk through how I try to look past the financ