Behind the Balance Sheet

Behind the Balance Sheet

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Fundsmitten
 • Stephen Clapham
The Great EBITDA Illusion
 • Stephen Clapham
How to avoid losing money
 • Stephen Clapham
1
Outlooks Galore
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An Emerging but Obscure AI Play in London
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What Investment Pros Are Mulling In 2024
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47 Pro Tips Making New Highs + Rethinking Two Household Names
One isn’t as dull as it looks; the other isn’t as risky as it seems.
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Stephen Clapham
Hedge Funds' Secret Weapon
Opportunities for asymmetric payoffs even in today’s tougher markets
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Stephen Clapham
The World’s Most Profitable Business You’ll Never Own
Inside Only Fans, our 130 Stock Tips Ranked and 2 Dreadful Sectors to Avoid
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Stephen Clapham
6
Private Equity’s Slow-Motion Crunch
Record dry powder, falling distributions, and 11.9x entry multiples—why the future won’t look like the past.
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Stephen Clapham
1
Scarcity, Status and 50x P/Es
Are These the Quoted World’s Greatest Trophy Assets?
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Stephen Clapham
That Was the Week That Was: Hype, Hope & Hidden Value
Tech extravagance, a red flag hiding in plain sight, + 4 cheap quality stocks from a top fund
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Stephen Clapham
🔍 A Value Trap in Action: Lessons from A Painful Post-Mortem by Schroders
Plus 36 Actionable ideas from 12 Investment Pros at this week’s Value Conference
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Stephen Clapham
Behind the Balance Sheet
Behind the Balance Sheet
Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.
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A Peek Behind the Numbers
A Peek Behind the Numbers
Behind the Numbers
TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
TSOH Investment Research
Value Situations
Value Situations
Conor Maguire
Dan Davies - "Back of Mind"
Dan Davies - "Back of Mind"
Dan Davies
Whitelight Capital
Whitelight Capital
Whitelight Capital
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