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 | Pricing | Freemium | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 172 | Subscribers | Read | behindthebalancesheet.substack.com |
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Recent posts by this newsletter. Browse the email archive.
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...
Welcome - the second article on private credit will be in your inbox next week.
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...
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