Behind the Balance Sheet

Behind the Balance Sheet

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Behind the Balance Sheet
Behind the Balance Sheet
27 Value Investing Ideas from New York’s Best Minds
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27 Value Investing Ideas from New York’s Best Minds

Pitches from 14 top investors with 375 years of experience—has value’s time finally come?

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Stephen Clapham
Mar 30, 2025
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Behind the Balance Sheet
Behind the Balance Sheet
27 Value Investing Ideas from New York’s Best Minds
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I am writing this from my New York hotel room – thankfully this one has a desk. On my last trip, I wasn’t so lucky. And gosh, it’s an expensive place. A (probably ridiculously) wealthy fund manager e…

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