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Behind the Balance Sheet

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Sector Generalists
Content Type Analysis
Website Substack
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Content

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18 Quality Growth Ideas from Top Pros

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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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A Unique Framework for Navigating the Semiconductor Boom

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Bitcoin to $800k? Hugh Hendry’s Magic, Tom Slater’s Musk Lessons, and more

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The Long and the Short of It

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Sohn London’s Consumer Staple Gamble

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My 2024 Reading Journey: What 36 Books Taught Me About Investing and Life

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Philanthropy Through an Investing Lens:

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Playbook for 2025: 4Rs, 3Ts & Surprising Shifts Experts Are Betting on

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A Governance Puzzle and Two Quality Growth Gems

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Investment Insights from Sohn London: A Tempting Trio

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Legends, Leaders, and Sohn London: Exclusive Insights & Investment Pitches

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The Rollercoaster Ride of Masayoshi Son

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Masa's Marvels and Missteps: The SoftBank Saga Unveiled

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The Enigma of Masa Son: Visionary Genius or Lucky Gambler?

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Navigating Uncertainty: Ruffer's Master of Disaster Explains his Roadmap

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Final Picks and Perspectives: Wrapping Up the Quality-Growth Conference

Nov. 3, 2024, 9:57 a.m.

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