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Secrets of a Hedge Fund Titan’s Success
John Armitage's Remarkable 30 Year Journey
Jul 21
•
Stephen Clapham
3
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Secrets of a Hedge Fund Titan’s Success
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Georgia on my Mind
Two Stocks which look Stupid Cheap
Jul 14
•
Stephen Clapham
2
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Georgia on my Mind
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1
Is Private Equity Smarter or Just More Arrogant?
How a bullish insider perceives the sector
Jul 7
•
Stephen Clapham
19
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Is Private Equity Smarter or Just More Arrogant?
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June 2024
Why I Started a Substack
...and what you will get as a subscriber
Jun 30
•
Stephen Clapham
2
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Why I Started a Substack
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TW3 - Why Accounting Works
…in the End
Jun 30
•
Stephen Clapham
17
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TW3 - Why Accounting Works
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4
Yet More High-Conviction Picks from Top Fund Managers
Conference Highlights Part 4
Jun 23
•
Stephen Clapham
8
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Yet More High-Conviction Picks from Top Fund Managers
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2
In Bed with Bill Ackman
A look at his recent deal and how you can profit
Jun 16
•
Stephen Clapham
12
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In Bed with Bill Ackman
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More High Conviction Tips from Top Fund Managers
Conference Highlights Part 3
Jun 9
•
Stephen Clapham
5
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More High Conviction Tips from Top Fund Managers
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Berkshire 2024
Part 2- The Value X Berkshire Conference
Jun 2
•
Stephen Clapham
11
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Berkshire 2024
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6
May 2024
Investment Masterclass: High-Conviction Picks from Top Fund Managers
Conference Highlights Part 2
May 26
•
Stephen Clapham
4
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Investment Masterclass: High-Conviction Picks from Top Fund Managers
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23 High-Conviction Ideas from Leading Fund Managers
A conference recap
May 19
•
Stephen Clapham
8
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23 High-Conviction Ideas from Leading Fund Managers
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2
Berkshire 2024
Photo Album
May 13
•
Stephen Clapham
1
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Berkshire 2024
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