Steve writes about Home Country Bias for the IC
Stephen Clapham assesses the dangers for investors of sticking too close to what you are familar wit
#10 – Mr BRICs
Former Goldman, Sachs partner, Jim O’Neill (more properly, Baron O’Neill of Gatley), is best known as the man who coined the term BRICs. He correctly identified that this group of emerging markets would drive global growth and published a paper on it over 20 years ago.
Steve writes on capital intensity for Investors Chronicle
The real headwind for airlines is not Covid, oil prices or oversupply says Stephen Clapham, and the issue applies to other companies too.
Steve analyses Netflix for the IC
Former hedge fund analyst Steve Clapham examines the tricky question of how to amortise streaming content.
Steve interviews Horizon Kinetics manager James Davolos for Real Vision
Is This the Best Way To Beat Inflation?
Steve is quoted on Netflix and tech valuations
Lights, camera, hiss: Netflix is the deflating growth bubble in action.