Sitemap - 2023 - Behind the Balance Sheet

The Most Compelling Valuation Gap I’ve Seen

My Favourite Stock Ideas From Sohn London 2023

A unique conference and 5 pieces of content you'll enjoy

A Hallmark of Great Investors

How to avoid losing money

Exclusive Event

These Two Things Stump A Lot Of Analysts

Sad News

What Really Makes a Moat?

A Special Event for Founder Members

4 Forms of Tail Risk Protection

Doom, Gloom and no Boom

Doom, Gloom and no Boom

Doing this will improve and accelerate your analysis

Two Quality Growth Stocks

The Most Elusive (Yet Crucial) Investment Factor

My Biggest Issue With “Quality Growth” Stocks

The tech gold rush and why Putin isn’t a chess player

Sleepless Nights As An Analyst

The Forensic Analysis Bootcamp is back!

6 Investing Podcasts Worth Your Time

Boyar Research's Quarterly Letter

Are Buybacks Good for You?

The World’s Simplest Stock Picking Strategy

If you want to be a fund manager, go to France

If you want to be a fund manager, go to France

A Blueprint for 10-Baggers

A Blueprint For 10 Baggers

How to Value Stocks Like an Operator

A Simple Investment Roadmap

Growth Traps vs Value Traps

Will Private Equity Blow Up in 2024?

Canary in the Coal Mine?

An "Underground" Stock with 5 Bagger Potential

Wasteland Investing

9 Stock Ideas from Omaha

9 Stock Ideas from Omaha

3 Days in Omaha Part 2

3 Days in Omaha

Three Days In Omaha

A Walk Through Apple’s 10-K

A Walk Through Apple’s 10-K

Why new investors shouldn’t jump into 10-Ks

Cathie Wood’s $7 Trillion Prediction

Cathie Wood’s $7 Trillion Prediction

Why The Sell-Side Is Harder Than The Buy-Side

Apple’s $14 Billion Back Door Loss

Read this and beat the market

Buffett’s “favourite” metric is overrated

ROIC or ROCE or ROTA or WHAT?

Founder Members Exclusive Invite

Are you really a long term investor?

Do Best Ideas Really Work?

Sub-Zero Investing Ideas

The Five Kinds Of Investor

ESG Doesn’t Change This Fact

Amazon Cash Flow Series

Amazon’s Free Cash Flow

Exclusive Event

Amazon’s $40bn Bombshell

EPS Killers and Amazonian Accounting

Two hidden share price killers

Amazon’s $6bn Man

Amazon’s $6bn Man

My big break as an equity analyst

Amazon’s $17 Billion Cash Flow Boost

Amazon’s $17 Billion Cash Flow Boost

Founder Member Event

Is the Consensus Wrong?