That’s a very good point about the lag effect of bad debts. Something I hadn’t thought of.
Although surely the same effect can be used to describe revenue? Greater revenue (as a proportion of receivables) from the book will appear at a slowing growth rate? I would have thought that if revenue as a proportion of gross receivables is growing at a rate similar to (or outpacing) the rate of bad and doubtful debts then all should be fine when the inevitable slowing in growth occurs?
I presume this idea is compounded by the reduction of accounts in arrears, given that this is a leading indicator of upcoming bad debts? (See chart in quarterly)
Keen for your input
That’s a very good point about the lag effect of bad debts....
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