Behind the Balance Sheet
- Business · Investing
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About
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
Also on
Recent episodes
- #62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps
- #61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.
- #60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
- #59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn
- #58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries
- #57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics
- #56 The Sculptor - Jonathan Tepper on 16 Stock Portfolios, Moats & Buying Oligopolies
- #55 The Pugilist - Terry Smith on Quality, Valuation & Long‑Term Compounding
- #54 The Innovation Fans - James Anderson & Morgan Samet on Finding the Next Ten‑Baggers
- #53 The Plodder - Tom Gayner on Building Markel and the Art of Long‑Term Compounding