
The Library of Mistakes EP 19: Behind the Balance Sheet (with Stephen Clapham)
Nov 6, 2023
Stephen Clapham, creator of Behind The Balance Sheet podcast, discusses clues in company accounts missed by investors and journalists. Topics include analyzing shareholder registers, mistakes in acquisitions, motivations behind deals, high margin red flags, and the value of education in investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Analyzing Shareholder Register
01:33 • 25min
Mistake of Just Eat's Acquisition
26:42 • 4min
Motivations Behind Deals and Analysis of Trump's Golf Courses
30:17 • 3min
Valerie: A High Margin Red Flag
33:28 • 4min
The Smart Money Method and the Value of Education
37:05 • 3min
