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January 2025

Bitcoin to $800k? Hugh Hendry’s Magic, Tom Slater’s Musk Lessons, and more
Plus a dive into a quality compounder fallen angel trading at 9x P/E.
 • 
Stephen Clapham
The Long and the Short of It
Two Contrasting Ideas
 • 
Stephen Clapham
Sohn London’s Consumer Staple Gamble
A Former TCI Partner’s Bold Pitch and Why I’m Not Convinced.
 • 
Stephen Clapham
2
My 2024 Reading Journey: What 36 Books Taught Me About Investing and Life
Lessons and insights from the books that inspired, informed, and entertained me this year
 • 
Stephen Clapham
1

December 2024

Philanthropy Through an Investing Lens:
Value vs. Growth Giving
 • 
Stephen Clapham
17:05
Playbook for 2025: 4Rs, 3Ts & Surprising Shifts Experts Are Betting on
And why the former head of MI6 is worried about big tech. And a short idea!
 • 
Stephen Clapham
A Governance Puzzle and Two Quality Growth Gems
More insights from the Sohn London Conference
 • 
Stephen Clapham
1
Investment Insights from Sohn London: A Tempting Trio
Why Spotify may continue its run and two potential multi-baggers
 • 
Stephen Clapham

November 2024

Legends, Leaders, and Sohn London: Exclusive Insights & Investment Pitches
Carson Block and 13 other must-know ideas from Sohn London, Anthony Bolton on investing and the FTSE 100 Boardroom view of the UK
 • 
Stephen Clapham
The Rollercoaster Ride of Masayoshi Son
My Audio Interview with a Former Softbank Insider
 • 
Stephen Clapham
 and 
Alok Sama
1:08:47
Masa's Marvels and Missteps: The SoftBank Saga Unveiled
A Revealing Video Interview with a SoftBank Insider
 • 
Stephen Clapham
1:08:47
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