Behind the Balance Sheet
By Stephen Clapham, Behind the Balance Sheet
Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of professional investors, a student looking to enter the industry or a private investor.
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#47 The Relentless Improver
Gary Channon shares his disciplined investment process, emphasizing long-term value, management assessment, and innovative use of AI and data scraping to inform investment decisions.
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#46 The Numbers Lady
Jennifer Wallace discusses her deep value investment approach focused on high-quality, cash-generative companies bought at bargain prices, emphasizing the importance of the numbers, management discipline, and market structure changes.
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#45 The Chess Master
In this episode, Stephen Clapham interviews George Mikulakis, discussing his successful investment strategies, the importance of management evaluation, and the integration of AI in investing.
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#44 The Think Tank Manager
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#43 The Growth Investor
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#42 The Credit Expert
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#41 The Composer
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#40 The Chronicler
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#39 The Optimizer
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#38 The Cyclist