Behind The Idea Podcast
1) New Podcast Preview: A Positive Jam
The hosts of Behind the Idea - Mike Taylor and Daniel Shvartsman - are reuniting for a new podcast called A Positive Jam, that breaks down The Hold Steady's classic debut, Almost Killed Me. Check out ...Show More
AUDIO REMOVED: The podcast creator has removed the audio for this episode.2) 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 Gone till November spec...Show More
3) 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 your investing mistakes...Show More
4) 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 business aspects, though ...Show More
5) 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-commerce clothing company...Show More
6) 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: Cars.com (CARS), AT...Show More
7) 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 about his bull case...Show More
8) 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 recent letter advocatin...Show More
9) 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, and Seeking Alpha aut...Show More
10) 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 to pick apart this b...Show More