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Uses Substack subdomain (behindthebalancesheet.substack.com). Migrating would require subscribers to re-subscribe at a new address.
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Investing thoughts, tips on analysing companies and more, from a former partner of a Tiger Cub. Helping you improve your portfolio's performance.
Data updated 3 months ago
Behind the Balance Sheet hasn't published recently
Last post was 3 months ago. Growth, revenue and CPM projections assume ongoing activity, so they're hidden until posting resumes.
690 paid
We don't have enough growth data for Behind the Balance Sheet yet. The average Finance newsletter has 2K subscribers.
Based on 1.1K Finance newsletters tracked
Engagement Rate
0.00%
Finance category average
Quality Score
Engagement vs Finance
0.00%category median
Score Breakdown
vs 247 newsletters in Finance
23K places you in the top 10% of newsletters in this category.
Posts per Week
0.8
median: 1.2
Publishing Consistency
75/100
median: 68/100
Subscribers
23K
median: 2K
| Subscriber-only |
| How One Investment Firm Is Building AI AnalystsInside the Phoenix AGM: AI research agents, faster stock analysis & a potential 4-bagger.Mar 15, 2026 | Subscriber-only |
| $650bn: The Question Hanging Over AIBig Tech is spending money at a pace rarely seen in corporate history.Mar 8, 2026 | Subscriber-only |
| The Hyperscaler Capex IllusionWhy Big Tech’s cash flow isn’t telling the full storyFeb 22, 2026 | Subscriber-only |
| Formula 1’s Hidden Bull MarketPLUS An investing lesson hidden in plain sightFeb 8, 2026 | Subscriber-only |
| When Fundamentals Aren’t Always the Deciding FactorTwo Sohn ideas that hinge on ownership and execution as much as valuationFeb 1, 2026 | Subscriber-only |
| What If the Mag 7 Concentration Problem Is About to Get Worse?How private unicorns, decacorns and AI giants could reshape public marketsJan 25, 2026 | Subscriber-only |
| Has Terry Smith Lost His Edge?Takeaways from a candid interview on doubt, discipline, and doing right by clientsJan 18, 2026 | Subscriber-only |
| What I Read in 2025 (and What It Taught Me)30 books on money, behaviour, leadership and the limits of rationalityJan 11, 2026 | Subscriber-only |
| Two Stocks at 30%+ Discounts, a Buffett Question & My 2026 PivotWhy Berkshire suddenly feels less comfortable going into 2026Dec 21, 2025 | Subscriber-only |
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Publishing Frequency
Previously Weekly
Inactive — last post 3 months agoFinance Pricing
$13.08/mo median
Premium tier
Monetization Readiness
Already monetizing
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