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Secrets of Family Empires
Unveiling the Profit Powerhouses
Apr 21
•
Stephen Clapham
10
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Secrets of Family Empires
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Unveiling Multi-Bagger Secrets
Analysing Market Titans
Apr 14
•
Stephen Clapham
20
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Unveiling Multi-Bagger Secrets
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A Long-Term View of Markets
And some important questions to ask about the future
Apr 7
•
Stephen Clapham
37
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A Long-Term View of Markets
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March 2024
Why Value Might Catch a Bid
One of my favourite Charlie Munger-isms is: Show me the incentives, I’ll show you the outcome Which is why we might look back on this chart as…
Mar 31
•
Stephen Clapham
20
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Why Value Might Catch a Bid
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Britain’s Broken Compounder
Nurofen won’t fix this headache. But I think somebody will.
Mar 24
•
Stephen Clapham
15
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Britain’s Broken Compounder
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Passive Aggression
Indexing isn’t the only thing killing Asset Manager stocks. But is there hope?
Mar 17
•
Stephen Clapham
3
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Passive Aggression
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Spotify’s Godfather
A Music Industry Review and some Stock Tips
Mar 10
•
Stephen Clapham
7
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Spotify’s Godfather
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Fundsmitten
Terry Smith and I both like the same stock. But the 2020s could be more challenging for his fund.
Mar 3
•
Stephen Clapham
61
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Fundsmitten
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February 2024
How Buybacks Go Wrong
And a blue chip buyback that’s going wrong right now
Feb 25
•
Stephen Clapham
17
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How Buybacks Go Wrong
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What do MAG7 earnings and a Snickers bar have in common?
Welcome to Financial Shrinkflation
Feb 18
5
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What do MAG7 earnings and a Snickers bar have in common?
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What do MAG7 earnings and a Snickers bar have in common?
Welcome to Financial Shrinkflation
Feb 18
•
Stephen Clapham
8
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What do MAG7 earnings and a Snickers bar have in common?
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An Emerging but Obscure AI Play in London
And the hidden threat it could pose to hundreds of stocks
Feb 11
•
Stephen Clapham
48
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An Emerging but Obscure AI Play in London
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