Behind the Balance Sheet

Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
Monthly podcast. Next episode on Thursday, July 16.
We deconstruct the performance of world beating investors. A former Tiger Cub hedge fund partner interviews top hedge fund & long only managers & leading commentators. Past guests include John Armitage, Mario Gabelli & Bill Nygren.

We explore how professionals analyse & value businesses, capital cycles, forensic accounting, pick stocks, construct portfolios, generate alpha & manage risk.

For private investors, analysts, PMs & students who want serious financial education, sharper investing insights & to master equity research, fundamental analysis & value investing.

https://bit.ly/btbspod