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Behind the Balance Sheet

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How to Invest in AI & 19 Quality/Growth Stocks
Tom Slater on Anthropic, SpaceX, founder-led companies and the new “anticipation era”
 • Stephen Clapham
Buffett vs Son: The Great AI Bet
From asteroid mining to $20m AI salaries, things are starting to sound euphoric
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
 • Stephen Clapham
Winning Cultures, Brutal Truths
Ken Griffin, Jamie Dimon and Michael O’Leary on what works and what doesn’t
 • Stephen Clapham
The Market Everyone Has Given Up On
A decade of outflows, record pessimism & why smart money may be starting to move back in
 • Stephen Clapham
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
 • Stephen Clapham
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
 • Stephen Clapham
Behind the Balance Sheet
Behind the Balance Sheet
Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.
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