Behind the Balance Sheet
Subscribe
Sign in
Home
Podcast
Archive
Leaderboard
About
New
Top
Discussion
The Most Elusive (Yet Crucial) Investment Factor
Plus: Fake quality stocks and Mr P’s surprising longevity
Oct 1
•
Stephen Clapham
13
Share this post
The Most Elusive (Yet Crucial) Investment Factor
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
September 2023
My Biggest Issue With “Quality Growth” Stocks
Plus: ChatGPT’s investing hot buttons and some excellent stock pitches
Sep 24
•
Stephen Clapham
16
Share this post
My Biggest Issue With “Quality Growth” Stocks
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
2
The tech gold rush and why Putin isn’t a chess player
Plus a deadly behavioural bias and other insights from the FT Weekend Festival
Sep 17
•
Stephen Clapham
7
Share this post
The tech gold rush and why Putin isn’t a chess player
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
Sleepless Nights As An Analyst
Plus: How To Beat Imposter Syndrome (Kind Of)
Sep 10
•
Stephen Clapham
20
Share this post
Sleepless Nights As An Analyst
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
The Forensic Analysis Bootcamp is back!
Want to get better at dissecting company accounts and spotting earnings management?
Sep 6
•
Stephen Clapham
9
Share this post
The Forensic Analysis Bootcamp is back!
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
6 Investing Podcasts Worth Your Time
Summer highlights
Sep 3
•
Stephen Clapham
11
Share this post
6 Investing Podcasts Worth Your Time
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
4
August 2023
Boyar Research's Quarterly Letter
2Q 2023
Published on Boyar Research
•
Aug 20
Are Buybacks Good for You?
A First Look at the Evidence
Aug 13
•
Stephen Clapham
12
Share this post
Are Buybacks Good for You?
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
July 2023
The World’s Simplest Stock Picking Strategy
Why it’s useful but potentially has two deadly flaws
Jul 30
•
Stephen Clapham
16
Share this post
The World’s Simplest Stock Picking Strategy
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
If you want to be a fund manager, go to France
Funds’ Success Base Rates
Jul 23
•
Stephen Clapham
2
Share this post
If you want to be a fund manager, go to France
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
If you want to be a fund manager, go to France
Funds’ Success Base Rates
Jul 23
•
Stephen Clapham
2
Share this post
If you want to be a fund manager, go to France
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
A Blueprint for 10-Baggers
Featuring some surprising hotbeds for 1000% winners
Jul 16
•
Stephen Clapham
10
Share this post
A Blueprint for 10-Baggers
behindthebalancesheet.substack.com
Copy link
Facebook
Email
Notes
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts