Behind The Idea

By Seeking Alpha

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Category: Investing

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Subscribers: 125
Reviews: 0
Episodes: 208

Description

On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.

Episode Date
Behind The Idea #100: The Alphies 2.0
Nov 27, 2019
Behind The Idea #99: Why I'm A Bad Investor
Nov 19, 2019
Behind The Idea #98: Varian's Moat May Be Worth The Price
Nov 12, 2019
Behind The Idea #97: Stitch Fix As A Growth Fit
Nov 05, 2019
Behind The Idea #96: Teladoc And The Modern Growth Story
Oct 29, 2019
Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research
Oct 22, 2019
Behind The Idea #94: The Activating AT&T Signal
Oct 15, 2019
Behind The Idea #93: Ligand's Shots On Goal Target
Oct 08, 2019
Behind The Idea #92: Finding The Range For Range Resources
Oct 01, 2019
Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
Sep 27, 2019
The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge
Sep 26, 2019
Behind The Idea #90: Bluegreen's Attractive Location
Sep 24, 2019
Behind The Idea #89: You Can Be A Stock Market Genius, Pt. 4
Sep 17, 2019
Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)
Sep 13, 2019
Behind The Idea #87: You Can Be A Stock Market Genius, Pt. 3
Sep 10, 2019
Behind The Idea #86: You Can Be A Stock Market Genius, Pt. 2
Sep 03, 2019
Behind The Idea #85: You Can Be A Stock Market Genius, Part 1
Aug 27, 2019
Behind The Idea #84: Bluegreen And The Busted Bid
Aug 20, 2019
Behind The Idea #83: Paradigm Shifts, Gold, And You
Aug 13, 2019
Behind The Idea #82: Picking Through Pharma Pressures, With Ed Silverman
Aug 06, 2019
Behind The Idea #81: Dell's Crown Jewel, With Thomas Lott
Jul 30, 2019
Behind The Idea #80: Walking Through The Walgreens Bull Case
Jul 23, 2019
Behind The Idea #79: Checking Under Cars.Com's Hood With Cliff Banks
Jul 16, 2019
Behind The Idea #78: SaaS on SaaS With Akram's Razor, Pt. 2
Jul 09, 2019
Behind The Idea #77: SaaS on SaaS And The PagerDuty Short
Jul 02, 2019
Introducing Let's Talk ETFs: 'Aha' ETF Moments With ExponentialETFs' Phil Bak
Jul 02, 2019
Behind The Idea #76: CrowdStrike And The Crowded Market
Jun 25, 2019
Introducing: Let’s Talk ETFs
Jun 20, 2019
Behind The Idea #75: Cars.com's Value Running Out Of Gas
Jun 18, 2019
Behind The Idea #74: Looking For 3M's Growth With Michael Boyd
Jun 11, 2019
Behind The Idea #73: Simon Property Group Vs. The Market
Jun 04, 2019
Behind The Idea #72: MMM And The Growth Trap
May 29, 2019
Behind The Idea #71: Starbucks' Fading Buzz
May 21, 2019
Behind The Idea #70: Kinder Morgan And DCF 2.0
May 14, 2019
Behind The Idea #69: Kinder Morgan Learns Its Lesson With Kirk Spano
May 07, 2019
Behind The Idea # 68: Trupanion's Tricky Spot
Apr 30, 2019
Behind The Idea #67: Kinder Morgan And Doing The Same Thing Twice
Apr 23, 2019
Behind The Idea #66: Categorizing The Trupanion Bull And Bear Cases
Apr 16, 2019
Behind The Idea #65: Boeing From The Cockpit
Apr 12, 2019
Behind The Idea #64: Talking Boeing's 737 MAX 8 Issues W/Madhu Unnikrishnan
Apr 09, 2019
Behind The Idea #63: Boeing's Changed Trajectory
Apr 02, 2019
Behind the Idea #62: Lyft Driving Onto The Market's Map
Mar 26, 2019
Behind the Idea # 61: JD's Accounting Issues Persist, With Mithra Forensic Research
Mar 19, 2019
Introducing The Cannabis Investing Podcast
Mar 18, 2019
Behind The Idea #60: Outlining JD.Com's Advantages With Lester Goh
Mar 12, 2019
Behind The Idea #59: The Risk Of Davita's Deal Breaking With Ethan Watkins
Mar 05, 2019
Behind the Idea #58: Davita's Moat And Pricing With Michael Knipp
Feb 26, 2019
Behind the Idea #57: PG&E Faces Looming Liabilities & Political Theater W/Alexandra Scaggs
Feb 22, 2019
Behind The Idea #56: The Forces Behind PG&E's Bankruptcy With WYCO Researcher
Feb 19, 2019
Behind the Idea #55: Shorting The Nasdaq, A Trading Diary In One Act
Feb 12, 2019
Behind The Idea #54: JD.Com And Pricing In Headline Risk
Feb 05, 2019
Behind The Idea #53: PG&E And The Lost Safety Of Utilities
Jan 29, 2019
Behind the Idea #52: Bank Of America And The Yield Curve
Jan 22, 2019
Behind The Idea #51: DaVita's Murky Economics
Jan 15, 2019
Behind The Idea #50: Match Group And The Investor Love Story
Jan 08, 2019
Behind The Idea #49: The Inaugural Alphies And 2018 Wrap-Up
Dec 18, 2018
Behind the Idea #48: View From The Short Side - Kase Learning Shorting Conference Recap
Dec 11, 2018
Behind The Idea #47: Ebix's Roll-up Strategy And The Unwind With Mads Thamsborg
Dec 04, 2018
Behind The Idea #46: Aphria's Acquisitions Too Hazy? With Gabriele Grego & Nate Anderson
Dec 03, 2018
Behind The Idea #45: Amazon's Path To Physical Retail Dominance With Priya Anand
Nov 27, 2018
Behind The Idea #44: Aswath Damodaran On Amazon's Limits
Nov 20, 2018
Behind The Idea #43: Picking Apart Value Investing's Slump With Whitney Tilson
Nov 16, 2018
Behind The Idea #42: Breaking Down Amazon's Financials W/Marc Pentacoff
Nov 13, 2018
Behind The Idea #41: Talking Amazon With Brad Stone, Author Of The Everything Store
Nov 06, 2018
Behind The Idea #40: Better Than Beer? Revisiting Canopy Growth Corporation With Darren McCammon
Oct 30, 2018
Behind The Idea #39: General Motors' Road Ahead W/Blue Pacific & Phoebe Wall Howard
Oct 23, 2018
Behind The Idea #38: Luck, Sparkling Water, And Lacroix
Oct 16, 2018
Behind The Idea #37: Amazon In And Through Bezos's Looking Glass
Oct 09, 2018
Behind The Idea #36: Breaking Down Canopy Growth And The Burgeoning Marijuana Industry
Oct 02, 2018
Behind The Idea #35: Are We Sure General Motors Is A Good Value?
Sep 25, 2018
Behind The Idea #34: The FIZZ, The Noise, And The Brand
Sep 18, 2018
Behind The Idea #33: Understanding Alibaba w/Anne Stevenson-Yang and Julian Lin
Sep 11, 2018
Behind The Idea, #32: Can Einhorn's Insurance Idea Be Understood?
Sep 04, 2018
Behind The Idea #31: Going The Full Pitch On Man U With Katie Baker And Alex Kivali
Aug 28, 2018
Behind The Idea #30: Ralph Lauren On The Rack With Berna Barshay
Aug 21, 2018
Behind The Idea #29: The Rest Of The Disney Story w/Derek Thompson and Brian Langis
Aug 14, 2018
Behind The Idea #28: Quoth The Raven on Gold, Punk, and DIY Investing
Aug 07, 2018
Behind The Idea #27: Alibaba: What You See Is All There Is?
Jul 31, 2018
Behind The Idea #26: Shopping Around The Shopify Story W/Guests
Jul 24, 2018
Behind The Idea #25: Manchester United And The Business Of Sport
Jul 17, 2018
Behind The Idea #24: Royal Caribbean With Paul Brady And Spring Mill Research
Jul 10, 2018
Behind The Idea #23: Dealing Into Rough Waters For Royal Caribbean
Jul 03, 2018
Behind The Idea #22: Ralph Lauren, Fashion, And Timing
Jun 26, 2018
Behind The Idea #21: The Right Pattern For Shopify
Jun 19, 2018
Behind The Idea # 20: Kerrisdale Capital On Shorts, Funky Data, And Activism
Jun 12, 2018
Behind The Idea # 19: Disney And The Power Of Stories
Jun 05, 2018
Behind The Idea #18: How Delta Is Gaining Ground With Paul Brady
May 29, 2018
Behind The Idea # 17: Kellogg's Serial Decline And What Matters
May 22, 2018
Behind The Idea # 16: Aswath Damodaran Talks Facebook, Valuation, And Stories
May 15, 2018
Behind The Idea #15: Delta Making Moves In An Oligopoly
May 08, 2018
Behind The Idea #14: Landmark and Beating The High Yield Trap
May 01, 2018
Behind the Idea # 13: Cracking The Book Open On Barnes & Noble
Apr 24, 2018
Behind the Idea #12: Facebook And How To Update Your Facts
Apr 17, 2018
Behind The Idea #11: Google - Quality, But At What Price?
Apr 10, 2018
Behind The Idea #10: What's Going On With General Electric?
Apr 03, 2018
Behind The Idea #9: Proteostasis, Or How Clinical Data Is In The Eye Of The Beholder
Mar 26, 2018
Behind The Idea #8: Thor And The Cycle: An Investing Fable
Mar 20, 2018
Behind The Idea #7: Halcón Resources Learning To Fly
Mar 12, 2018
Behind The Idea # 6: The Tile Shop Hits The Floor
Mar 05, 2018
Behind The Idea #5: Gilead's Hunt And The Crispr Crapshoot
Feb 26, 2018
Behind The Idea #4: Everybody's A Burrito Expert
Feb 19, 2018
Behind The Idea #3: Teva's Tribulations
Feb 14, 2018
Behind The Idea #2: Papa Don't Preach
Jan 30, 2018
Behind The Idea #1: WATT's Electrifying News
Jan 26, 2018