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The Pricing Power Illusion and Why this ETF Got it Wrong
An attempt to quantify pricing power raises big questions—here’s what really matters for investors.
Mar 9
•
Stephen Clapham
8
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The Pricing Power Illusion and Why this ETF Got it Wrong
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Fundsmith Unfiltered: Straight Talk on Stocks
Some major stock insights and a surprising private revelation.
Mar 2
•
Stephen Clapham
20
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Behind the Balance Sheet
Fundsmith Unfiltered: Straight Talk on Stocks
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February 2025
From Boom to Bust: A Hedge Fund’s Rise and Fall
How one fund soared, struggled, and ultimately shut down—and what it reveals about today’s brutal hedge fund landscape
Feb 23
•
Stephen Clapham
20
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Behind the Balance Sheet
From Boom to Bust: A Hedge Fund’s Rise and Fall
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The Great EBITDA Illusion
Why Management Projections Miss by a Mile and Investment Implications
Feb 16
•
Stephen Clapham
47
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Behind the Balance Sheet
The Great EBITDA Illusion
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The Enduring Edge: Why Corporate Longevity Matters
Exploring the advantages of businesses that are built to last
Feb 9
•
Stephen Clapham
10
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The Enduring Edge: Why Corporate Longevity Matters
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A Unique Framework for Navigating the Semiconductor Boom
Highlighting a 10 year tech winner
Feb 2
•
Stephen Clapham
3
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Behind the Balance Sheet
A Unique Framework for Navigating the Semiconductor Boom
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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.
Jan 26
•
Stephen Clapham
22
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Bitcoin to $800k? Hugh Hendry’s Magic, Tom Slater’s Musk Lessons, and more
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The Long and the Short of It
Two Contrasting Ideas
Jan 19
•
Stephen Clapham
2
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Behind the Balance Sheet
The Long and the Short of It
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Sohn London’s Consumer Staple Gamble
A Former TCI Partner’s Bold Pitch and Why I’m Not Convinced.
Jan 12
•
Stephen Clapham
7
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Behind the Balance Sheet
Sohn London’s Consumer Staple Gamble
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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
Jan 5
•
Stephen Clapham
21
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Behind the Balance Sheet
My 2024 Reading Journey: What 36 Books Taught Me About Investing and Life
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1
December 2024
Philanthropy Through an Investing Lens:
Value vs. Growth Giving
Dec 22, 2024
•
Stephen Clapham
13
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Behind the Balance Sheet
Philanthropy Through an Investing Lens:
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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!
Dec 15, 2024
•
Stephen Clapham
8
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Behind the Balance Sheet
Playbook for 2025: 4Rs, 3Ts & Surprising Shifts Experts Are Betting on
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