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Episode | Date |
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Behind The Idea #100: The Alphies 2.0
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Nov 27, 2019 |
Behind The Idea #99: Why I'm A Bad Investor
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Nov 19, 2019 |
Behind The Idea #98: Varian's Moat May Be Worth The Price
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Nov 12, 2019 |
Behind The Idea #97: Stitch Fix As A Growth Fit
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Nov 05, 2019 |
Behind The Idea #96: Teladoc And The Modern Growth Story
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Oct 29, 2019 |
Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research
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Oct 22, 2019 |
Behind The Idea #94: The Activating AT&T Signal
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Oct 15, 2019 |
Behind The Idea #93: Ligand's Shots On Goal Target
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Oct 08, 2019 |
Behind The Idea #92: Finding The Range For Range Resources
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Oct 01, 2019 |
Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
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Sep 27, 2019 |
The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge
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Sep 26, 2019 |
Behind The Idea #90: Bluegreen's Attractive Location
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Sep 24, 2019 |
Behind The Idea #89: You Can Be A Stock Market Genius, Pt. 4
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Sep 17, 2019 |
Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)
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Sep 13, 2019 |
Behind The Idea #87: You Can Be A Stock Market Genius, Pt. 3
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Sep 10, 2019 |
Behind The Idea #86: You Can Be A Stock Market Genius, Pt. 2
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Sep 03, 2019 |
Behind The Idea #85: You Can Be A Stock Market Genius, Part 1
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Aug 27, 2019 |
Behind The Idea #84: Bluegreen And The Busted Bid
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Aug 20, 2019 |
Behind The Idea #83: Paradigm Shifts, Gold, And You
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Aug 13, 2019 |
Behind The Idea #82: Picking Through Pharma Pressures, With Ed Silverman
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Aug 06, 2019 |
Behind The Idea #81: Dell's Crown Jewel, With Thomas Lott
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Jul 30, 2019 |
Behind The Idea #80: Walking Through The Walgreens Bull Case
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Jul 23, 2019 |
Behind The Idea #79: Checking Under Cars.Com's Hood With Cliff Banks
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Jul 16, 2019 |
Behind The Idea #78: SaaS on SaaS With Akram's Razor, Pt. 2
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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
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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
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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
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Jun 04, 2019 |
Behind The Idea #72: MMM And The Growth Trap
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May 29, 2019 |
Behind The Idea #71: Starbucks' Fading Buzz
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May 21, 2019 |
Behind The Idea #70: Kinder Morgan And DCF 2.0
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May 14, 2019 |
Behind The Idea #69: Kinder Morgan Learns Its Lesson With Kirk Spano
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May 07, 2019 |
Behind The Idea # 68: Trupanion's Tricky Spot
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Apr 30, 2019 |
Behind The Idea #67: Kinder Morgan And Doing The Same Thing Twice
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Apr 23, 2019 |
Behind The Idea #66: Categorizing The Trupanion Bull And Bear Cases
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Apr 16, 2019 |
Behind The Idea #65: Boeing From The Cockpit
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Apr 12, 2019 |
Behind The Idea #64: Talking Boeing's 737 MAX 8 Issues W/Madhu Unnikrishnan
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Apr 09, 2019 |
Behind The Idea #63: Boeing's Changed Trajectory
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Apr 02, 2019 |
Behind the Idea #62: Lyft Driving Onto The Market's Map
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Mar 26, 2019 |
Behind the Idea # 61: JD's Accounting Issues Persist, With Mithra Forensic Research
|
Mar 19, 2019 |
Introducing The Cannabis Investing Podcast
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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
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Feb 22, 2019 |
Behind The Idea #56: The Forces Behind PG&E's Bankruptcy With WYCO Researcher
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Feb 19, 2019 |
Behind the Idea #55: Shorting The Nasdaq, A Trading Diary In One Act
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Feb 12, 2019 |
Behind The Idea #54: JD.Com And Pricing In Headline Risk
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Feb 05, 2019 |
Behind The Idea #53: PG&E And The Lost Safety Of Utilities
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Jan 29, 2019 |
Behind the Idea #52: Bank Of America And The Yield Curve
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Jan 22, 2019 |
Behind The Idea #51: DaVita's Murky Economics
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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
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Dec 18, 2018 |
Behind the Idea #48: View From The Short Side - Kase Learning Shorting Conference Recap
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Dec 11, 2018 |
Behind The Idea #47: Ebix's Roll-up Strategy And The Unwind With Mads Thamsborg
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Dec 04, 2018 |
Behind The Idea #46: Aphria's Acquisitions Too Hazy? With Gabriele Grego & Nate Anderson
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Dec 03, 2018 |
Behind The Idea #45: Amazon's Path To Physical Retail Dominance With Priya Anand
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Nov 27, 2018 |
Behind The Idea #44: Aswath Damodaran On Amazon's Limits
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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
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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
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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
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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
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Sep 18, 2018 |
Behind The Idea #33: Understanding Alibaba w/Anne Stevenson-Yang and Julian Lin
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Sep 11, 2018 |
Behind The Idea, #32: Can Einhorn's Insurance Idea Be Understood?
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Sep 04, 2018 |
Behind The Idea #31: Going The Full Pitch On Man U With Katie Baker And Alex Kivali
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Aug 28, 2018 |
Behind The Idea #30: Ralph Lauren On The Rack With Berna Barshay
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Aug 21, 2018 |
Behind The Idea #29: The Rest Of The Disney Story w/Derek Thompson and Brian Langis
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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?
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Jul 31, 2018 |
Behind The Idea #26: Shopping Around The Shopify Story W/Guests
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Jul 24, 2018 |
Behind The Idea #25: Manchester United And The Business Of Sport
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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
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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
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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 |