Behind the Balance Sheet

Welcome to my chronicles of resilience, innovation, lessons and the unyielding pursuit of entrepreneurial success. Here, within these digital pages, I share the raw, unfiltered saga of my journey—from building failed ventures to successful businesses.

Newsletter to accompany the podcast of the same name - exploring issues relating to climate change and the energy transition

European political economy and geoeconomics

Since 1975, we've provided independent stock market research to some of the world's largest institutional investors. Here we provide you access to insights and stock market research from our experienced team. See our about page for more details.

Observations, opinions and insights on stocks, companies and the markets. Always flying red flags – and a few green ones, too!

I am an equity analyst, and believe successful investing is a marathon (not a sprint) and a never ending learning exercise. I share some of my ideas and look forward to learning from other fellow investors!

Insights at the intersection of Value Investing and Behavioral Finance

quirky things in finance

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

Operating at the intersection of market history & data science, we believe man + machine beats man or machine alone.

A daily guide to the business news, ideas and expertise that matters

Learn about recasting financial statements for better interpretation and decision-making ...

Adventurous Investing for grown ups

Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.

I tell stories about The World's Most Interesting Companies. Join 11K+ Informed Investors.

Trying to connect all the dots in markets, business and economics

We act as your filter on a noisy world so you can gain perspective, spot opportunities, and stay on top of the market outlook

Analyzing great businesses and exploring timeless investing concepts.

A different way of looking at bond markets & market movers—especially troubled companies.

The Rational Walk publishes articles about a wide range of topics including business, politics, investing, personal finance, history, philosophy, and books.

money changes everything

Exploration as a Service: Investing & business, science & technology, and the arts.

Curating multidisciplinary investing, business, and other readings.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.

Value Investing, Life/Philosophy and Classical Music Explained

Thoughts on financial markets by a grumpy, middle-aged German. What more do you want?

The Curious Mind discovers, curates and synthesises the big ideas across markets, technology and the good life.

A newsletter of quiet contrarianism, slow analysis and ambient ideas