Behind the Balance Sheet
SubstackArticles
30
Companies covered
18
Sectors
4
Countries
3
Research Articles
The BYD Problem
Jun 21, 2026
Bubbles, a UK Compounder & Ferrari’s Future
May 31, 2026
Buffett vs Son: The Great AI Bet
May 17, 2026
How One Investment Firm Is Building AI Analysts
Mar 15, 2026
The Mercedes Money Machine
Nov 16, 2025
Amazon’s AI Reality Check
Nov 2, 2025
Berkshire 2024
Jun 2, 2024
Berkshire 2024
May 13, 2024
Berkshire 2024
May 12, 2024
Spotify’s Godfather
Mar 10, 2024
A Walk Through Apple’s 10-K
May 10, 2023
A Walk Through Apple’s 10-K
May 10, 2023
Apple’s $14 Billion Back Door Loss
Apr 16, 2023
Amazon Cash Flow Series
Feb 11, 2023
Amazon’s Free Cash Flow
Feb 11, 2023
Amazon’s $40bn Bombshell
Feb 5, 2023
Amazon’s $6bn Man
Jan 22, 2023
Amazon’s $6bn Man
Jan 22, 2023
Amazon’s $17 Billion Cash Flow Boost
Jan 15, 2023
Amazon’s $17 Billion Cash Flow Boost
Jan 15, 2023
Ferrari's 2030 Electric Shock
Oct 9, 2022
Cineworld’s £4.4bn horror movie
Sep 18, 2022
Aston Martin's £142 million hangover
Jul 31, 2022
What Netflix's Q2 Results Really Show
Jul 24, 2022
Is Chipotle good for your portfolio?
May 5, 2022
Naughty Netflix
Mar 31, 2022
