Sitemap - 2024 - Behind the Balance Sheet

Legends, Leaders, and Sohn London: Exclusive Insights & Investment Pitches

The Rollercoaster Ride of Masayoshi Son

Masa's Marvels and Missteps: The SoftBank Saga Unveiled

The Enigma of Masa Son: Visionary Genius or Lucky Gambler?

Navigating Uncertainty: Ruffer's Master of Disaster Explains his Roadmap

Final Picks and Perspectives: Wrapping Up the Quality-Growth Conference

Spotlight on Quality Growth: Key Tips from Leading Portfolio Managers

Quality Compounders You Can’t Miss: 7 More Elite Growth Picks Analysed

Legendary Growth Investor James Anderson's Playbook + More Quality Stocks

25 Quality Compounders from Top Investment Professionals

Is Index Investing Safer?

Is Index Investing Invulnerable?

Is Index Investing Safer?

The Private Credit Playbook Part 2

The Forensic Analysis Bootcamp is back!

Spies, Artists, and Economists. And AI.

Why I Started a Substack

Is the $100 Million CEO a Genius or Corporate Excess?

The Private Credit Playbook

How to Spot an Impending Bear Market

11 Nuggets of Wisdom from Joel Greenblatt

Mid-Year Book Roundup: Essential Reads for Investment Professionals

Bill Ackman’s Next Big Bet

Secrets of a Hedge Fund Titan’s Success

Georgia on my Mind

Is Private Equity Smarter or Just More Arrogant?

Why I Started a Substack

TW3 - Why Accounting Works

Yet More High-Conviction Picks from Top Fund Managers

In Bed with Bill Ackman

More High Conviction Tips from Top Fund Managers

Berkshire 2024

Investment Masterclass: High-Conviction Picks from Top Fund Managers

23 High-Conviction Ideas from Leading Fund Managers

Berkshire 2024

Berkshire 2024

Decoding Private Equity:

So you want to improve your performance?

Unlocking the Power of Legacy

Early Preview: Unlocking the Power of Legacy

Secrets of Family Empires

Unveiling Multi-Bagger Secrets

A Long-Term View of Markets

Why Value Might Catch a Bid

Britain’s Broken Compounder

Passive Aggression

Spotify’s Godfather

Fundsmitten

How Buybacks Go Wrong

What do MAG7 earnings and a Snickers bar have in common?

What do MAG7 earnings and a Snickers bar have in common?

An Emerging but Obscure AI Play in London

The Definitive Guide to the Berkshire Hathaway AGM

How To Stretch Your Earnings

More Outlooks

Why This Cycle Could Be Different

Outlooks Galore

What Investment Pros Are Mulling In 2024