Archive - Behind the Balance Sheet

The Surprising Afterlife of Stock Pitches

Some winners are still bargains, but a few losers are even better. Single digit P/E ideas.

Sep 7 •

Stephen Clapham

August 2025

July 2025

June 2025

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.

Jun 29 •

Stephen Clapham

Hedge Funds' Secret Weapon

Opportunities for asymmetric payoffs even in today’s tougher markets

Jun 22 •

Stephen Clapham

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