Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 280 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
Read this Newsletter
behindthebalancesheet.substack.comLatest Issues
When the Numbers Don’t Add Up
AI valuations, the collapsing graduate premium & Michael Moritz on picking winners
The SEC Wants Investors to Know Less
I wrote a couple of weeks ago about the long bond and the risk that Scott Bessent’s actions to push yields down might backfire. Intervention in the Yen and the move to buy back bonds have both received negative commentary; and after an init...
What Should an Investor Do With AI?
I normally publish limited content in August: a short book review or the odd guest post, so I hope readers won’t mind if I take this opportunity to try something different. I have been thinking for some time about how to position my busines...
When Boring Businesses Become Interesting
Two investors who survived the dot.com bubble explain what they learned & why an obscure company could benefit from powerful tailwinds
What Will Your Stocks Return Over the Next 25 Years?
Jim Reid’s extraordinary dataset reveals the factor that matters most for long-term returns
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Behind the Balance Sheet.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
SEO Reach
Where Behind the Balance Sheet ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 597 | Monthly Search Traffic | Top Keywords |
|---|
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #144 | |
| #134 |
Authors
The writers behind this newsletter.
Founder of premier research and training consultancy, Behind the Balance Sheet. Steve trains professional investors in Forensic Analysis and has an online investing school. He has a popular podcast.
Social
Frequently Asked Questions
How can I access the email archive for Behind the Balance Sheet?
You can find recent issues that have been published by Behind the Balance Sheet on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Behind the Balance Sheet have?
To see how many people subscribe to Behind the Balance Sheet, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Behind the Balance Sheet?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Behind the Balance Sheet as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Behind the Balance Sheet?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Behind the Balance Sheet using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Behind the Balance Sheet?
Scroll up to where it says Related Newsletters to see other publications like Behind the Balance Sheet. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Behind the Balance Sheet?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.