Behind The Idea

Behind The Idea

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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.

Recent Episodes

  • Behind The Idea #100: The Alphies 2.0

    5 years ago
  • Behind The Idea #99: Why I'm A Bad Investor

    5 years ago
  • Behind The Idea #98: Varian's Moat May Be Worth The Price

    5 years ago
  • Behind The Idea #97: Stitch Fix As A Growth Fit

    5 years ago
  • Behind The Idea #96: Teladoc And The Modern Growth Story

    5 years ago
  • Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research

    5 years ago
  • Behind The Idea #94: The Activating AT&T Signal

    5 years ago
  • Behind The Idea #93: Ligand's Shots On Goal Target

    5 years ago
  • Behind The Idea #92: Finding The Range For Range Resources

    5 years ago
  • Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)

    5 years ago