Behind the Balance Sheet

Behind the Balance Sheet

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Behind the Balance Sheet
Behind the Balance Sheet
Where the Smart Money Got It Wrong

Where the Smart Money Got It Wrong

Conference picks that bombed — and now look better value

Stephen Clapham's avatar
Stephen Clapham
Jul 13, 2025
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Behind the Balance Sheet
Behind the Balance Sheet
Where the Smart Money Got It Wrong
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This week, following the midweek bonus article, I return to reviewing investment conference pitches from the last 2–3 years — this time focusing on the ideas that didn’t work out. I have separated th…

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