
Steve was a guest on the Talking Billions podcast
Behind the Balance Sheet is a featured publication on Substack
We are a research consultancy, with our roots in equity research. We produce bespoke investment research and offer training services.
Steve is the founder of Behind the Balance Sheet. Following a 25-year career as an investment analyst, Steve decided to put that experience to good use and offer training to professional investment analysts and portfolio managers. More recently, our online school offers training to private investors as well.
Steve’s experience includes working on the ‘sell side’ for a number of investment banks, and the ‘buy side’ as a partner and head of research at two multi-billion dollar firms. He has won awards like the prestigious Starmine Most Accurate Forecaster award and is regarded as one of the top forensic analysts around.
Behind the Balance Sheet is a featured publication on Substack
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!