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Artwork for Behind the Balance Sheet

Behind the Balance Sheet

Stephen Clapham

Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. We try to improve your portfolio's performance.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues172SubscribersRead behindthebalancesheet.substack.com

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Chart Rankings

How this newsletter ranks in the official Substack charts.

#69
Substack
/Finance(Free)
#90
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Why I Started a Substack

My first Substack post explained why I started and was pinned to my home page. I then paywalled old articles and I have therefore reproduced this and pinned it to my home page. It’s lightly edited to reflect the changes I have made since (a...

20 days ago
0
0

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

Welcome - the second article on private credit will be in your inbox next week.

23 days ago
10
4

The Private Credit Playbook

I have written several articles on private equity but haven’t touched private credit which is becoming an increasingly important asset class. I thought it was important to understand this area better so I am going to devote a couple of news...

a month ago
17
0

How to Spot an Impending Bear Market

## Introduction

a month ago
30
0

Authors

The writers behind this newsletter.

  • Stephen Clapham

    Behind the Balance Sheet Founder

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