Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities · Investment

Behind the Balance Sheet

We deconstruct the performance of world beating investors. A former Tiger Cub hedge fund partner interviews top hedge fund & long only managers & leading commentators. Past guests include John Armitage, Mario Gabelli & Bill Nygren. We explore how professionals analyse & value businesses, capital cycles, forensic accounting, pick stocks, construct portfolios, generate alpha & manage risk. For private investors, analysts, PMs & students who want serious financial education, sharper investing insights & to master equity research, fundamental analysis & value investing. https://bit.ly/btbspod

Episodes

#44 The Think Tank Manager

20 Feb 2025

1h 12m

#43 The Growth Investor - Tom Slater on Scottish Mortgage, China & the Mag 7

23 Jan 2025

1h 18m

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Tom Slater, who runs Baillie Gifford’s US equity team and manages the Scottish Mortgage Investment Trust, discusses growth strategies versus value investing, and the culture at Baillie Gifford. Slater emphasizes the importance of a long-term investment horizon, citing that extending the time horizon to 10 years leads t...

The podcast explores the life and career of Masayoshi Son, the founder of SoftBank, through the lens of Lionel Barber's biography, "Gambling Man." Barber, former editor of the Financial Times, shares insights gained from over 150 interviews, including Warren Buffett and Bill Gates, detailing Son's unique approach to in...

#39 The Optimizer

19 Sep 2024

1h 6m

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This podcast episode delves into Bill Nygren's investment philosophy at Harris Associates, where he emphasizes the importance of value investing in a rapidly evolving market. Through his experiences, Bill highlights the significance of a rigorous investment process that prioritizes intrinsic value, management quality, ...

#38 The Cyclist

15 Aug 2024

1h 13m

#37 The Analyst

18 Jul 2024

59m

#36 The Runner

20 Jun 2024

1h 18m

E3 Carine Smith Ihenacho of Norges Bank IM

26 May 2024

48m

#35 The 100 Bagger Hunter

16 May 2024

57m

#34 The Letter Reader - Lawrence Cunningham on Warren Buffett’s Letters, Berkshire Hathaway & Corporate Governance

02 May 2024

1h 8m

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The podcast explores Warren Buffett's shareholder letters and Berkshire Hathaway's corporate governance. Lawrence Cunningham, author of "Essays of Warren Buffett," shares insights on Buffett's communication strategy, emphasizing its role in attracting a focused, patient shareholder base. Cunningham highlights the impor...