HeyJaredBehind the Balance Sheet
Learn how professional investors analyse businesses, generate alpha, & manage risk. Master equity research, fundamental analysis and value investing.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 17, 2026
- Audience
- Apple #149 · US
- Earliest in this view
- Jul 16, 2026
Latest episodes
#63 - The Fool: David Gardner explains his philosophy of buying stocks at high valuations after they have gone up a lot (opens the original)
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David Gardner is the co-founder of The Motley Fool and author of Rule Breaker Investing. He has built an amazing investing record by questioning conventional wisdom and applying his own logic to research. He operates on a principle similar to the VC community where he looks for innovative leaders, buys the stocks when people think they are expensive and after they have gone up. This reverse logic approach has generated huge returns for him and his readers thanks to two 1000-baggers in Nvidia and
#62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps (opens the original)
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Alex Roepers is a concentrated deep value investor who takes a behind the scenes activist approach. Here he explains the strategy which he has exploited over the past near-35 years to outperform the S&P by delivering a 12.3% pa or a 48x return net of fees. We discuss his journey from the corporate to the investing world and his playbook for constructive activism, including how he interacts with management teams. Alex explains how he evaluates management quality, capital allocation and operationa
#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings. (opens the original)
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Rich Pzena, founder of $80bn AUM Pzena Investment Management, explains his value investing philosophy and how he built a deep value franchise by buying good businesses when they are deeply out of favour. He talks through recreating Benjamin Graham’s net net research at Wharton, leaving a secure role at Bernstein to start his own firm, surviving ten quarters of brutal underperformance in the dot com bubble and how he nearly sold out but was persuaded to continue by Joel Greenblatt. Rich explains
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Apple #149 · US
Measured Sep 19, 2026
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