How Value Investors Use the Cash Conversion Cycle

In this episode of The Value Investing Podcast with Fexingo, Lucas and Luna dive into the cash conversion cycle — a powerful but often overlooked metric for uncovering operational efficiency and hidden value. Using recent data from JPMorgan and Bank of America, they show how a shorter cycle can signal competitive advantage and free cash flow generation. They also discuss how the CCC applies to industrials and retailers, and why it matters in a rising-rate environment. Tune in to learn how to calculate it, what to look for, and how to avoid common pitfalls. #CashConversionCycle #ValueInvesting #OperatingEfficiency #WorkingCapital #JPMorgan #BankOfAmerica #FreeCashFlow #InventoryManagement #AccountsReceivable #AccountsPayable #FinancialMetrics #IntrinsicValue #Buffett #Graham #FexingoBusiness #BusinessPodcast #FinancePodcast #InvestingStrategy Keep every episode free: buymeacoffee.com/fexingo