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The article sets out how youngsters and older people should be thinking about AI., using Daniel Susskind’s conclusions from his recent book.

The article sets out why recent market performance is unusual in the context of long term market history.

Steve sat down with James Faulkner for a discussion about investing

The FT must have enjoyed my latest on Fundsmith.

The FT clearly liked the Investment Excitement Ratio

Steve sat down with Carl Hazeley, Finimize CEO, for a discussion about his career

Steve contributed his thoughts on the hypoerscalers’ capex to an article by Citywire’s Algy Hall

Steve moderated a panel with Marc Rubinstein, George Kailas and IG ‘s Chris Beauchamp.

Steve discussed AI, bubbles and his long history in the stockmarket with hosts Hannah Prevett and Dominic O’Connell

Steve discussed his career and Behind the Balance Sheet with host Luke Hyde-Smith

Steve discussed his career and Behind the Balance Sheet with host Daniel Shalom.

Steve discussed his book The Smart Money Method with Cole Smead of Smead Capital Management..

Steve discussed Warren Buffett’s achievements

Steve’s Substack on tariffs was featured in FT Alphaville’s reading list

Analyst Academy was featured as the most comprehensive course

We chatted about fraud and earnings management.

Steve discussed pricing power and the POWA ETF

The FT features Steve’s Substack on finance writers on Substack

Steve talked about DeepSeek and the impact on Nvidia and the wider tech sector

The FT features Steve’s Substack on Masa Son

The Acquirer’s Multiple reviews some learnings from Bill Nygren

Steve was interviewed at the Quality-Growth Conference

Steve was cited in a Morningstar piece on valuation

Steve was quoted in Citywire on wealth managers’ strategies in direct equities.

Steve explained why active investing may give private investors a much better result than simple passive strategies.

Steve explained why the US market has become obsessed with the AI chip maker

Steve was interviewed by Chiristian Billinger for the Investing by the Books podcast

It’s always nice to noticed by the excellent team at FT Alphaville.

Steve explained why the UK market has been disappointing – 7.15am slot

Investors Chronicle dissected Steve’s conversation with Jonathan Ruffer

Steve was chuffed when leading podcast host Patrick O’Shaughnessey and the Colossus team picked his discussion with James Aitken as their pick of the week.

Steve discussed wine, Charlie Munger, investment and forensic accounting with hosts Tobias Carlisle and Jake Taylor and gave a few tips on accounting red flags.

Steve discussed his book, The Smart Money Method, with host and eminent financial historian, Russell Napier, Keeper of the Library.

It’s always nice to noticed by the excellent team at FT Alphaville.

Steve presented on the new stockmarket regime

Steve discussed his book, The Smart Money Method, with host Bogumil Baranowski

Behind the Balance Sheet is a featured publication on Substack

In a review of online investing courses, Forbes featured our Analyst Academy

Steve contributed a post on private equity and credit

Thanks for having me on!

It’s always nice to noticed by the pink’un!

Talking about Japan, US markets and sterling

How to think about Returns on Capital

What I learnt at the Berkshire Hathaway AGM

Any podcasts or TV shows you’d recommend that you’ve enjoyed?
He says: I’m listening to a podcast called Behind the Balance Sheet by Stephen Clapham. He conducts wonderfully in-depth interviews with some of the world’s most interesting investors.

Bad banks: respite or recovery?

‘We’re at the point of maximum risk for investors’

dLocal Stock Demolished by Short Report

The London South East, Investing Matters Podcast, Episode 29, Steve Clapham, Founder of Behind the Balance Sheet

Cathy Newman with Times Radio Drive

The red flags that Made’s investors should have seen

Growth investing for sceptics

How to make sense of cash flow

Opendoor Follows WeWork Into Non-GAAP Land

The hidden cost of employee share schemes

Strong businesses are the best way to cope better with a world of uncertainty and high inflation

Stephen Clapham shares useful insights from his interviews with a range of highly skilled investors

Where to find inflation-resistant stocks.

Stephen Clapham assesses the potential for significant upside in a US lawn and garden products manufacturer

Former hedge fund manager Stephen Clapham explores ways of identifying quality stocks

After Hours (S04 E022): Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection

Stephen Clapham explains why tech investors need to keen an eye on stock options

Stephen Clapham assesses the dangers for investors of sticking too close to what you are familar wit

The real headwind for airlines is not Covid, oil prices or oversupply says Stephen Clapham, and the issue applies to other companies too.

Former hedge fund analyst Steve Clapham examines the tricky question of how to amortise streaming content.

Is This the Best Way To Beat Inflation?

Lights, camera, hiss: Netflix is the deflating growth bubble in action.

The City is trying to learn lessons from 50 years ago as inflation turns back the clock.

Three key themes for investors in 2022.

Former hedge fund analyst Steve Clapham examines the tools available to give private investors an edge.

Stephen Clapham is no stranger to investing and portfolio management. Using his 25-year industry experience as an investment analyst, Clapham founded Behind The Balance Sheet, a universe of learning material that helps investors make informed decisions.

Steve is a former partner of a Tiger Cub and former Head of Research at a second multi-billion hedge fund. Nowadays, he is the founder of Behind the Balance Sheet, where he produces investment research and offers training services. Steve is also the author of the book, The Smart Money Method: How to pick stocks like a hedge fund pro.

Steve reviews Russell Napier’s book

Steve looks at The Hut Group adjusted earnings for Investors Chronicle.

Steve is interviewed on Jack Farley’s podcast on Blockworks.

Steve writes about the Patisserie Valerie audit for Investors Chronicle.

Steve is quoted in Bloomberg Businessweek review of Greensill.

Former hedge fund analyst Steve Clapham has been waiting years for Universal Music to float – read his verdict on the company.

There are risks to holding on to star performers in your portfolio beyond their sell-by date, says former hedge fund analyst Steve Clapham.

Former hedge fund analyst Steve Clapham expands on how international comparators can help establish whether there is value to be had in a company.

Steve Clapham illustrates how to understand earnings estimates and use them to your advantage.

Australian billionaire Lex Greensill beguiled the world’s rich and powerful. Until it came crashing down.

Mario Gabelli, Chairman & CEO of Gabelli Funds, joins Stephen Clapham, founder of Behind the Balance Sheet, on Real Vision to explain his unique investment framework for identifying companies that generate long-term returns.

When reading company accounts, investors must focus on what they need to see ahead of what management wants them to see.

Steve is the former partner of a Tiger Cub and former Head of Research at a second multi-billion hedge fund. Here he shares various accounting shenanigans that are taking place right now, where he sees opportunity, and much more!

Steve reveals intricate details about the $3.5 billion implosion of Greensill Capital.

Why do Trump’s foreign golf resorts lose millions of dollars every year? Experts say it could be incompetence, vanity, or something more sinister.

Steve appears on the MoneyWeek podcast.

Steve is quoted in a Greensill article.

Steve is quoted on the John Lewis results.

More on Greensill and our coverage.

Australian press picking up on coverage of Greensill.