2023 reading list: Book dealer's top recommendations
There is a lot more between the pages of a book than just stories.
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There is a lot more between the pages of a book than just stories.
John Stepek picks six of his favourite books covering everything from blockchain to stockpicking, and the perils of doing business in Russia.
The Smart Money Method: How to Pick Stocks like a Hedge Fund Pro by Steve Clapham Distilling Steve Clapham's many years of experience as a hedge fund partner, this book offers a real insider's guide to the tricks of the trade, writes Peter McLoughlin, head of equity research at Rowan Dartington (who is responsible for his firm's in-house monthly book review). For anyone who wants to understand the work the process that goes in to analysing a company this book is invaluable. Steve covers all the ins and outs of identifying trends, judging company governance, questioning senior management, how...
Steve Clapham: picking stocks is fun, but you need to do your homework John Stepek talks to Steve Clapham, investor, analyst and author of The Smart Money Method, about the dangers in picking individual stocks and why you need to know what you're doing; plus, the shift from growth to value; and why the next ten years will be very different from the last. 8 Apr 2021 To get a 30% discount on Steve's book The Smart Money Method, go to https://harriman-house.com/smartmoney and enter the code MW30OFF at checkout. Transcript John Stepek: Hello, and welcome to the MoneyWeek podcast. I'm John Stepek...
Hayman Capital’s founder and CIO Kyle Bass welcomes forensic accountant and Behind the Balance Sheet’s founder Stephen Clapham to break down the accounting irregularities peppered throughout the regulatory filings of China’s biggest tech companies. Sharing insights from his proprietary research report on Alibaba, Baidu, JD.com, Meituan Dianping, and Tencent, Clapham shines a light on the ways these companies are using loopholes in order to inflate profits, hide liabilities, and mask the capitalization of questionable assets. Bass frames Clapham’s findings through the lens of notable b...