In this episode of Hardman Talks, Keith Hiscock talks to Stephen Clapham, founder of Behind the Balance Sheet about his book, The Smart Money Method: How to pick stocks like a hedge fund pro.
In the interview, Steve and Keith discuss whether investors should meet management, the dangers of confirmation bias, why it’s so important to listen to the counterargument on a stock, and much more besides.
The Smart Money Method explains the research methodology Steve developed initially as a sell-side analyst and in more depth as a partner and head of research at two multi-billion hedge funds. Behind the Balance Sheet is an investment research and training consultancy and Steve wrote the book to promote his online training school for private investors.
