Dell: Inventory Does Not Lie

hapabapa/iStock Editorial via Getty Images Thesis One key lesson I learned from Peter Lync’s writing is his insights on the use of inventory in stock analysis. To start, unlike many other financial data that are more open to interpretation, inventory is one of the less ambiguous financial data. Lynch then explained why inventory levels can be a telltale sign of business cycles. Especially for cyclical businesses, inventory buildup is a warning sign, which indicates the company (or sector) might be overp ...