Behind the Balance Sheet

Home
Podcast
Archive
About

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
The Enigma of Masa Son: Visionary Genius or Lucky Gambler?
Two New Books and my Interview with a Former SoftBank Insider
 • 
Stephen Clapham
2
Navigating Uncertainty: Ruffer's Master of Disaster Explains his Roadmap
Fund managers reveal their top picks and strategies for 2025 and beyond
 • 
Stephen Clapham
Final Picks and Perspectives: Wrapping Up the Quality-Growth Conference
Unveiling the last stock recommendations and my personal insights from London's top quality investing event
 • 
Stephen Clapham
1

October 2024

Spotlight on Quality Growth: Key Tips from Leading Portfolio Managers
More standout stocks from a top investment conference
 • 
Stephen Clapham
Quality Compounders You Can’t Miss: 7 More Elite Growth Picks Analysed
Including my biggest position and a Mag 7 stock I am trimming, but perhaps not enough.
 • 
Stephen Clapham
Legendary Growth Investor James Anderson's Playbook + More Quality Stocks
Get inside the mind of a stock-picking genius and 4 more growth picks
 • 
Stephen Clapham
25 Quality Compounders from Top Investment Professionals
And my favourite. Unpacking stock picks, strategies, and surprises at a London conference
 • 
Stephen Clapham
© 2024 Behind the Balance Sheet Ltd
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture