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Ep.123 Real Conversations: Steve Clapham, Founder, Behind the Balance Sheet → How to Spot the Next Big Fraud

Hedgeye Podcasts

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The Shift from In-Depth Analysis to Short-Term Focus in Finance

This chapter explores the fundamental practices of sell-side analysts, stressing the importance of in-depth financial report analysis. The speakers contrast historical analytical rigor with today's short-term focus in the market, reflecting on the value of comprehensive insights over speculative approaches.

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