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Behind the Balance Sheet

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Content

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Balance Sheet First: The Rules Behind a $50bn Portfolio

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Where the Smart Money Got It Wrong

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Stocks for the Long Run: Lessons from 125 Years of Market Data

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How Lateral Thinkers Can Make Billions

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47 Pro Tips Making New Highs + Rethinking Two Household Names

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Hedge Funds' Secret Weapon

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The World’s Most Profitable Business You’ll Never Own

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Private Equity’s Slow-Motion Crunch

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Scarcity, Status and 50x P/Es

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That Was the Week That Was: Hype, Hope & Hidden Value

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🔍 A Value Trap in Action: Lessons from A Painful Post-Mortem by Schroders

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3 ½ days in Omaha

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Two Quality Companies the Market Hates Right Now

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How Jennifer Wallace Beats the Market with Low Risk

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The Secret That Drives Company Returns

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Tariffs, Trump and Tumbles: What If the Market’s Got It Wrong?

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18 Quality Growth Ideas from Top Pros

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27 Value Investing Ideas from New York’s Best Minds

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The ETF Revolution: Is $20 Trillion the End Game?

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The Substack Gold Rush: Who’s Winning and Why?

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The Pricing Power Illusion and Why this ETF Got it Wrong

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Fundsmith Unfiltered: Straight Talk on Stocks

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From Boom to Bust: A Hedge Fund’s Rise and Fall

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The Great EBITDA Illusion

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The Enduring Edge: Why Corporate Longevity Matters

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