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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
Issues227SubscribersRead behindthebalancesheet.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The “Safe” Stock Illusion: A Hidden Risk in Compounders

Why “Safe” Stocks and New Dad Footballers Can Both Surprise Us

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Peter Lynch's 5 Rules

And 10 dangerous sayings

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When AI Replaces an Intern

This article, amazingly my 250th post on Substack, is for all subscribers.

4 months ago
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The AI Trap for Analysts: Productivity Illusion or Edge?

My experience using AI in research, admin, and investing

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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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