Getting ready at ⁦Hedgeye⁩

REPLAY | How to Spot the Next Big Fraud: Steve Clapham’s Forensic Investing Playbook app.hedgeye.com/insights/16370… via @hedgeye Steve Clapham, Analyst Author Podcaster Substacker

In this survey, 18% of respondents had never heard of Warren Buffett. But he had the lowest unpopularity rating among billionaires people had heard of visualcapitalist.com/charted-how-po…

Big investors look to sell out of private equity after market rout via Financial Times Pressure is increasing on private equity and economic slowdown will hurt private credit too. on.ft.com/42yCXTm

Join Me for a Live MasterClass on Thursday, April 24 at 1pm BST / 8am EST, where I’ll be diving into one of the most powerful—but underused—frameworks in equity research: the capital cycle. With AlphaSense bit.ly/42kFYW3

Looking forward to this event. Just spent time today with the AlphaSense team to discuss. Should be interesting. Also watch out for my Substack on the capital cycle this weekend

No prizes for guessing where I am going

Gary Channon is my guest on this month’s podcast. An exceptionally thoughtful investor, he has a library on his fund's website. This was a fascinating conversation with actionable takeaways for any professional equity investor. behindthebalancesheet.com/podcasts-singl…

Gary Channon's early investing career in his teenage years turned £50 into £50,000. One stock doubled in the time between writing the instruction letter and the bank executing the deal. behindthebalancesheet.com/podcasts-singl…

Standards are falling. ⁦Financial Times⁩ used to be a quality newspaper. Now it’s just priced like one. Ironically any AI checker could pick up spelling errors.

Gary Channon on the podcast on the two types of error in fundamental analysis - errors they make in company assumptions and the world unfolding differently form expectations: from

Veteran value investor Dave Iben is the guest on this month's podcast. See why he is spending summer in London hunting for cheap stocks in the UK and why he thinks the dollar is going to zero: behindthebalancesheet.com/podcasts-singl…

I haven't got 100% in my AI tests so far and I hate ChaptGPT but I can't wait to try this. Thanks AlphaSense

The latest episode of A Book with Legs is here! In this episode, Cole Smead sits down with Steve Clapham, Analyst Author Podcaster Substacker, founder of the London-based investment research and training consultancy Behind the Balance Sheet, to discuss his book “The Smart Money Method: How to Pick Stocks Like a

Kering is a fascinating situation which I have covered in the newsletter, the podcast and in this interview with Sascha Rowland, advisor to Bernard Arnault - worth spending time on these, I think. Link to interview here; podcast is on all feeds, and substack is on my home page

The Kering Conundrum Join me and Sascha Rowland for a canter through Kering and the luxury sector more broadly. What lessons can we learn from Gucci's fall from grace. And can the new CEOs - group and Gucci - sort the problem out? Sascha gives aroadma p. go.alpha-sense.com/wb-imp-genai-f…

Just a reminder that you can still watch my conversation with Sascha Rowland, former CEO of Birkenstock, on the outlook for luxury and for Kering in particular. Thanks to AlphaSense for hosting. lnkd.in/e9RryBvS

The $50 bln Value Investor who beats the market- David Samra Latest podcast also out on video youtu.be/oXqbzJDnlqA?si… via YouTube