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.
Latest episodes
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1 h 01
Behind The Idea #100: The Alphies 2.0
We couldn't wait to get to our year-end review on Behind the Idea, so we're sharing it before your Thanksgiving week travel. It's our 100th episode, and the last episode of our Gon…
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1 h 00
Behind The Idea #99: Why I'm A Bad Investor
Over the last two weeks, Mike and Daniel have pitched respective long ideas. This week, we looked backward at mistakes we've made in our investing careers. The theory goes that you…
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58 min
Behind The Idea #98: Varian's Moat May Be Worth The Price
We continue our special November series. Mike shares his long thesis for Varian Medical Systems, an industry leader in oncology treatment devices that has a lot of attractive busin…
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1 h 02
Behind The Idea #97: Stitch Fix As A Growth Fit
We kick off a special November series where we stop breaking down other people's ideas and try to dissect our own. Daniel shares his long idea on Stitch Fix, a fast-growing e-comme…
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46 min
Behind The Idea #96: Teladoc And The Modern Growth Story
There are three sorts of stories we've gravitated towards in the past 95 episodes of Behind the Idea:Value traps and/or value plays, the sorts of junk we might invest in. Examples:…
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44 min
Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research
On this week’s Behind the Idea, we jump right into the long case for a beloved dividend company and notorious corporate name, Altria, ticker symbol MO. We speak with Atlas Research…
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51 min
Behind The Idea #94: The Activating AT&T Signal
Activists come with a reputation, and few have as big a reputation as Elliott Management. AT&T (T) also comes with a reputation. The two come to ahead with Elliott Management's rec…
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47 min
Behind The Idea #93: Ligand's Shots On Goal Target
Ligand Pharmaceuticals has been both a strong performer over the past decade and a target of short sellers for some time. The stock has struggled over the last 18 months, though, a…
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47 min
Behind The Idea #92: Finding The Range For Range Resources
Not that price is truth, but the price chart for Range Resources over the past five years is really ugly. But the company has long been a favorite of Seeking Alpha authors. We try…
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50 min
Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
Tim Heitman of Investing 501 joins us to discuss his Hill International thesis. He likes the stock as a turnaround story and on growing gross profits, as well as some accounting qu…
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9 min
The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge
This trailer previews our initial two shows on our newest podcast channel, The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted b…
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33 min
Behind The Idea #90: Bluegreen's Attractive Location
Safety in Value, a Seeking Alpha Marketplace author, joins us to discuss his Bluegreen Vacations thesis. He likes the stock as it trades below its previous deal price, and likes th…
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38 min
Behind The Idea #89: You Can Be A Stock Market Genius, Pt. 4
Through three episodes to this point on Joel Greenblatt's You Can Be A Stock Market Genius, Mike and I have discussed what we like about his famous special situation investing stra…
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35 min
Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)
Investors looking for value stock investing opportunities with catalysts ahead will be interested in Jorge Robles' perspective on UK low-cost gym operator Gym Group. The company ha…
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46 min
Behind The Idea #87: You Can Be A Stock Market Genius, Pt. 3
Chapters 5 and 6 of You Can Be A Stock Market Genius find our hero and author, Joel Greenblatt, walking on the wild side, as he looks at bankruptcies, LEAPs, restructurings, and ot…
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1 h 04
Behind The Idea #86: You Can Be A Stock Market Genius, Pt. 2
We continue our discussion of Joel Greenblatt's classic book, You Can Be A Stock Market Genius, with a focus on chapters 3 and 4.Chapters 3 and 4 of the book are the ones everyone…
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45 min
Behind The Idea #85: You Can Be A Stock Market Genius, Part 1
We are big fans of Joel Greenblatt and his book, You Can Be A Stock Market Genius. We decided to break it down to see how it applies to today’s market, what key lessons are, what t…
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47 min
Behind The Idea #84: Bluegreen And The Busted Bid
Bluegreen Vacations (BXG) is a timeshare developer in a curious situation - its majority owner pulled a bid for the minority of the company due to a since resolved lawsuit, but the…
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59 min
Behind The Idea #83: Paradigm Shifts, Gold, And You
Two things we usually don't do on Behind the Idea are talk about big picture macro-economic ideas, and delve into asset classes outside of stocks. We've focused on individual inves…
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31 min
Behind The Idea #82: Picking Through Pharma Pressures, With Ed Silverman
We speak with Ed Silverman, a longtime follower of the industry who has run the blog Pharmalot for over a decade. Now on StatNews, he joins us to share his insight on the industry…