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 | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 283 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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behindthebalancesheet.substack.comLatest Issues
The Most Valuable Asset You Can’t Measure
What Nudgestock taught me about trust - in companies, institutions and markets
What AI Can’t Disrupt
Daniel Susskind on the future of work & an overlooked investment in the physical economy
What Investors Are Missing About China, AI & the Next Crisis
From China’s extraordinary industrial machine to an AI bubble & a bond-market accident: my takeaways from the FT Weekend Festival
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
As questions mount over US bonds and foreign capital, proposed rules could weaken the disclosures that make public markets work
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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.
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