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 | 262 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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behindthebalancesheet.substack.comLatest Issues
More Gambling Than Ever: What Warren Buffett Didn’t Quite Say
Why the AGM disappointed, why it may not matter & where one seasoned investor is hiding now
Winning Cultures, Brutal Truths
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The Market Everyone Has Given Up On
A decade of outflows, record pessimism & why smart money may be starting to move back in
Markets, Myths and a Bizarre $100m Media Deal
From AI exuberance to oil shocks, what my discussion with JP Morgan guru Michael Cembalest reveals about today’s most fragile narratives
Why Most Stocks Fail (And What That Means for Your Portfolio)
100 years of data reveals extreme concentration, negative median returns & a shrinking pool of winners
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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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