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One of Asia’s Great Mispricings?
A giant property portfolio, listed assets and a proven activist taking aim.
Nov 30
•
Stephen Clapham
15
Sohn London 2025: The Playbook
Carson Block Shock + 14 Ideas to Sharpen Your Portfolio
Nov 23
•
Stephen Clapham
12
The Mercedes Money Machine
How cost caps and Netflix turned a fading F1 team into a $5bn powerhouse
Nov 16
•
Stephen Clapham
21
5
Markets, Minds, and Mistakes
What Nobel economist Richard Thaler and compounding legend Tom Gayner taught me this week
Nov 9
•
Stephen Clapham
3
Amazon’s AI Reality Check
What a simple accounting change reveals about the true cost of AI hype.
Nov 2
•
Stephen Clapham
20
1
1
October 2025
Fraud, FOMO and the Bezzle
Why frauds are surfacing early this cycle — and what the coming tariff ruling means for markets.
Oct 26
•
Stephen Clapham
18
Betting on Intelligence
AI is transforming everything — but where are the opportunities for investors?
Oct 19
•
Stephen Clapham
6
Flying Cars and AI Dreams
What the Next Wave of Innovation Means for Investors
Oct 12
•
Stephen Clapham
5
Bezos Unplugged: What Should Matter Most to Investors
Lessons from Jeff Bezos and John Elkann on long-term thinking, bubbles, and building to last
Oct 5
•
Stephen Clapham
24
1
September 2025
Are the Mag 7 Just the New Railroads?
History suggests dominance never lasts—yet could today’s tech titans be different?
Sep 28
•
Stephen Clapham
15
Does Patience Pay?
A Surprising Link between a Star Fund Manager and President Trump
Sep 21
•
Stephen Clapham
21
Trump, Tariffs and the New World Disorder
What Nicolai Tangen, Yuval Harari and some of the world’s best journalists said at the FT Weekend Festival
Sep 14
•
Stephen Clapham
15
1
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