Behind the Balance Sheet

Cadence

Weekly

Latest

2026-11-01

By

Stephen Clapham

Based on

12 recent issues

• Covers: Company analysis tips, portfolio strategy, private equity dynamics, market trends, and investment philosophies.
• For: Professional investors, equity analysts, fund managers, and finance professionals.
• Best for: Investment professionals wanting practical insights on company analysis and market trends.
• Skip if: People seeking personal budgeting advice or beginner retail trading tips.

Start with

• Is Value Investing Changing?: Explores the debate between holding exceptional businesses and buying traditional deep value stocks.
• Private Equity's Waiting Game: Analyzes how rising bond yields impact private equity exits and portfolio management.
• The Podcasting Paradox: Examines business economics and sponsorship revenue rates of high-profile commercial podcasts.

Sponsors seen

• AlphaSenseSponsor

  Finally, a quick word from my sponsor, AlphaSense which has a seriously generous offer for my readers.

  When Boring Businesses Become Interesting · 2026-08-23
• AlphaSenseSponsor

  A reminder that I am doing a webinar with my lovely sponsor, AlphaSense.

  When the Numbers Don’t Add Up · 2026-09-13

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