

Behind the Balance Sheet
Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
Learn how professional investors analyse businesses, generate alpha, & manage risk. Master equity research, fundamental analysis and value investing.
This investing podcast explores investing, valuation, capital cycles, & forensic accounting with the world’s best investors, titans like John Armitage, Mario Gabelli, & Bill Nygren.
For private investors, analysts, PMs & students who want serious financial education, sharper investing insights, & a clearer framework for stock selection, portfolio construction, & long-term success in equities.
Visit https://behindthebalancesheet.com/podcasts/
This investing podcast explores investing, valuation, capital cycles, & forensic accounting with the world’s best investors, titans like John Armitage, Mario Gabelli, & Bill Nygren.
For private investors, analysts, PMs & students who want serious financial education, sharper investing insights, & a clearer framework for stock selection, portfolio construction, & long-term success in equities.
Visit https://behindthebalancesheet.com/podcasts/
Top mentioned books
Here are the most frequently recommended books on the Behind the Balance Sheet podcast:

#1 Mentioned in 3 episodes
The intelligent investor

#2 Mentioned in 2 episodes
Common Stocks and Uncommon Profits

#3 Mentioned in 2 episodes
The Warren Buffett Way
Investment Strategies of the World's Greatest Investor

#4 Mentioned in 2 episodes
100 baggers

#5 Mentioned in 1 episodes
Narrative Economics
How Stories Go Viral and Drive Major Economic Events

#6 Mentioned in 1 episodes
The myth of capitalism

#7 Mentioned in 1 episodes
The New Money Masters
#8 Mentioned in 1 episodes
Thinking in Algorithms

#9 Mentioned in 1 episodes
Shooting Up
A History of Drugs in Warfare

#10 Mentioned in 1 episodes
Unreasonable Hospitality
The Remarkable Power of Giving People More Than They Expect

#11 Mentioned in 1 episodes
The most important thing

#12 Mentioned in 1 episodes
No Rules Rules
Netflix and the Culture of Reinvention
#13 Mentioned in 1 episodes
The Divided Brain

#14 Mentioned in 1 episodes
In Search of Lost Time
Swann's Way

#15 Mentioned in 1 episodes
Margin of Safety
Risk-Averse Value Investing Strategies for the Thoughtful Investor

#16 Mentioned in 1 episodes
Quest for Value
The EVA Management Guide

#17 Mentioned in 1 episodes
Richer, Wiser, Happier
How the World's Greatest Investors Win in Markets and Life

#18 Mentioned in 1 episodes
Investing the Templeton way

#19 Mentioned in 1 episodes
Confessions

#20 Mentioned in 1 episodes





















