43:40

EssentialThe Kyle Bass Interviews

Stephen Clapham and Kyle Bass: Accounting Schemes at Chinese Tech Giants

Featuring Stephen Clapham

Nov 24, 2020 • 43 minutes

458

30

Essential

The Kyle Bass Interviews

Stephen Clapham and Kyle Bass: Accounting Schemes at Chinese Tech Giants

Kyle Bass & Stephen Clapham break down the accounting irregularities peppered throughout the regulatory filings of China's biggest tech companies.

Featuring Stephen Clapham

Nov 24, 2020 • 43 minutes

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 balance sheet disasters and downright frauds, and they explore the jurisdictional risk of investing in Chinese companies in general. Lastly, Bass asks Clapham about his latest book, "The Smart Money Method: How to Pick Stocks Like A Hedge Fund Pro". Filmed on November 18, 2020. Key Learnings: Hidden risks lurk within corporate balance sheets, even those of the world’s largest tech companies. Stephen Clapham and Kyle Bass show viewers how to spot those risks before they can inflict major damage to your portfolio. Show More

Kyle Bass is one of the most widely respected hedge fund managers and one of Real Vision's most beloved contributors. In this series, Kyle opens up for a peek inside his unique information-gathering process, using his unsurpassed skill set to inspire unique insights from his incomparable network of insiders.

More Episodes

Kyle Bass is one of the most widely respected hedge fund managers and one of Real Vision's most beloved contributors. In this series, Kyle opens up for a peek inside his unique information-gathering process, using his unsurpassed skill set to inspire unique insights from his incomparable network of insiders.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In