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Behind the Balance Sheet

Stephen Clapham

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

Platform
Substack
PricingFreemiumPublishesWeekly
Issues241SubscribersRead behindthebalancesheet.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Lord Darroch’s Shock Forecasts and a Mispriced Stock That Could Blow Out Consensus Numbers

The former British Ambassador to Washington flags an unexpected risk. Plus a company quietly reinventing itself while the market isn’t looking.

7 days ago
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One of Asia’s Great Mispricings?

A giant property portfolio, listed assets and a proven activist taking aim.

14 days ago
15
0
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Sohn London 2025: The Playbook

Carson Block Shock + 14 Ideas to Sharpen Your Portfolio

21 days ago
12
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The Mercedes Money Machine

F1’s improvement in popularity has been significant. It has been driven by the Netflix Drive to Survive series which massively boosted US following, and the listed F1 stock has reflected this. What’s less widely appreciated is how dramatica...

a month ago
21
0

Authors

The writers behind this newsletter.

  • Stephen Clapham

    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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