Great conversation with Bogumil Baranowski on the Talking Billions podcast.
Steve was a guest on the Talking Billions podcast
Behind the Balance Sheet is a featured publication on Substack
The Future of Quality Investing
"The outperformance of this long-short strategy is surprisingly high"
Twitter’s $2.9bn black hole
"We have a number in the accounts that doesn't reflect economic reality"
#26 – The Pragmatist
Alec Butler manages a highly successful global low risk fund and has forthright views on stocks and markets. In this interview, we discuss inflation and markets and what this means for stock selection. Alec also explains his views on what makes for a successful investment team.
A Multi Decade Inflection Point
How a stock market legend is tackling the biggest investing theme of our lifetime.
Behind the Balance Sheet newsletter is featured on Substack
Behind the Balance Sheet is a featured publication on Substack
Our Analyst Academy course is featured in Forbes
In a review of online investing courses, Forbes featured our Analyst Academy
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