Behind the Balance Sheet

Behind the Balance Sheet

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The Setup That Makes 2026 Riskier Than It Looks
Debt markets are flashing a warning equity investors shouldn’t ignore
 • Stephen Clapham
Lord Darroch’s Shock Forecasts and a Mispriced Stock That Could Blow Out Consensus Numbers
The former British Ambassador to Washington flags an unexpected risk. Plus a company quietly reinventing itself while the market isn’t looking.
 • Stephen Clapham
One of Asia’s Great Mispricings?
A giant property portfolio, listed assets and a proven activist taking aim.
 • Stephen Clapham
Sohn London 2025: The Playbook
Carson Block Shock + 14 Ideas to Sharpen Your Portfolio
 • Stephen Clapham
The Mercedes Money Machine
How cost caps and Netflix turned a fading F1 team into a $5bn powerhouse
 • Stephen Clapham
Markets, Minds, and Mistakes
What Nobel economist Richard Thaler and compounding legend Tom Gayner taught me this week
 • Stephen Clapham
Amazon’s AI Reality Check
What a simple accounting change reveals about the true cost of AI hype.
 • 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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