Every business has its popcorn
One American business a morning, and where its money actually comes from.
Del Harkness opens the company's own filings. You get the number that runs it, then your own number for the same thing, with where to find it and how long it takes.
The sign brings you in. Something else pays the rent
Ford
On the sign: trucks and cars
One Ford division loses billions on cars. Another earns billions and never builds one.
Amazon
On the sign: the store
Amazon's biggest profit never ships in a box.
Apple
On the sign: the hardware
Apple keeps more of every dollar from something you can't hold.
Live Nation
On the sign: the concert
Live Nation makes most of its profit away from the stage.
Each of these gets a morning of its own, with the figures from the company's filing.
Del Harkness ran other people's gas stations. Then he started reading their books
He knows what a lease costs and what a district manager is under.
He is not impressed by anybody's press release.
22
Years behind other people's counters7
Mornings a week, one business eachEach morning, one business and two numbers
The business
One American company, opened to the page where the money is.
Its number
The figure that runs it, from its own filing, with the date.
Your number
The same arithmetic on your own bill, with the statement it sits on and the minutes it takes.
Your own number comes from a different bill every morning
Monday
Your warehouse card.
Tuesday
The airline card in the same wallet.
Wednesday
The dealer who services your truck.
Read it for a week and you will know which part of a business you are actually paying for
No tickers, no picks, nothing to trade.