Behind the Balance Sheet
Stephen ClaphamInvesting thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. We try to improve your portfolio's performance.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 145 | Subscribers | Read | behindthebalancesheet.substack.com |
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How this newsletter ranks in the official Substack charts.
| #75 | |
| #80 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why Value Might Catch a Bid
One of my favourite Charlie Munger-isms is: Show me the incentives, I’ll show you the outcome Which is why we might look back on this chart as momentous:
Britain’s Broken Compounder
Nurofen won’t fix this headache. But I think somebody will.
Passive Aggression
Indexing isn’t the only thing killing Asset Manager stocks. But is there hope?
Spotify’s Godfather
A Music Industry Review and some Stock Tips
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Authors
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Behind the Balance Sheet Founder
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