



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.
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 still regarded as one of the top forensic analysts around.
The real headwind for airlines is not Covid, oil prices or oversupply says Stephen Clapham, and the issue applies to other companies too.
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