https://www.spreaker.com/show/behind-the-ideaenInvestingCopyright Seeking Alphahttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/685664d4097334906223340c6d077469.jpghttps://www.spreaker.com/show/behind-the-ideaWed, 28 Feb 2024 12:12:32 +0000Seeking AlphaSeeking Alphapodcastmanagement@seekingalpha.comOn 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...falseepisodichttps://www.spreaker.com/episode/behind-the-idea-100-the-alphies-2-0--51972151Topics Covered

3:00 minute mark - The Alphies - categories

4:15 - Favorite guest

12:15 - Favorite story

27:00 - Most interesting idea

35:16 - Most surprising stock performance

41:15 - Least surprising stock performance

46:30 - Best performers

49:15 - Listener awards


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>be519b14-108f-11ea-bb69-f70e8276469bWed, 27 Nov 2019 09:00:00 +0000Seeking AlphaWe 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 special series, a more introspective quartet of...Topics Covered

3:00 minute mark - The Alphies - categories

4:15 - Favorite guest

12:15 - Favorite story

27:00 - Most interesting idea

35:16 - Most surprising stock performance

41:15 - Least surprising stock performance

46:30 - Best performers

49:15 - Listener awards


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3708falsefullhttps://www.spreaker.com/episode/behind-the-idea-99-why-i-m-a-bad-investor--51972166The investments in question date to 2016 and 2017. Mike went long on Gilead Sciences (GILD) based on their scientific prowess and low multiple, and even as his thesis sailed on him with Gilead's acquisition of Kite Biopharma, he couldn't find the exit door. Daniel went long Uniti Group (UNIT), even having concerns about its failure to cover its dividend and what the huge yield portended, let alone the binary risk that was introduced into the stock. We hope there are lessons to be learned from our mistakes.
Topics Covered

4:00 - Mike's bad choice - Gilead Sciences (GILD)

6:00 - What was compelling about GILD?

10:45 - At the time of purchase, did you have any concerns?

14:30 - How did the investment play out?

18:30 - When did you realize it wasn't working?

25:00 - What are the lessons learned?

28:00 - Daniel's bad choice - Uniti Group (UNIT)

29:30 - What was your thesis?

38:00 - Specific downside concerns

41:00 - When did you realize it wasn't going well?

55:30 - What lessons did you learn?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>999160ee-0a17-11ea-b823-cfb022243507Tue, 19 Nov 2019 09:00:00 +0000Seeking AlphaOver 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 also amount to your investing tuition, and that...The investments in question date to 2016 and 2017. Mike went long on Gilead Sciences (GILD) based on their scientific prowess and low multiple, and even as his thesis sailed on him with Gilead's acquisition of Kite Biopharma, he couldn't find the exit door. Daniel went long Uniti Group (UNIT), even having concerns about its failure to cover its dividend and what the huge yield portended, let alone the binary risk that was introduced into the stock. We hope there are lessons to be learned from our mistakes.
Topics Covered

4:00 - Mike's bad choice - Gilead Sciences (GILD)

6:00 - What was compelling about GILD?

10:45 - At the time of purchase, did you have any concerns?

14:30 - How did the investment play out?

18:30 - When did you realize it wasn't working?

25:00 - What are the lessons learned?

28:00 - Daniel's bad choice - Uniti Group (UNIT)

29:30 - What was your thesis?

38:00 - Specific downside concerns

41:00 - When did you realize it wasn't going well?

55:30 - What lessons did you learn?


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3610falsefullhttps://www.spreaker.com/episode/behind-the-idea-98-varian-s-moat-may-be-worth-the-price--51972236Topics Covered

5:00 minute mark - Introduction to Varian Medical Systems and the business case

12:40 - How much does it matter that there are two revenue lines in the income statement? Oncology vs. Proton and Product vs. Service

19:30 - Any reason to think they are transforming more to a service business? 

24:30 - Market and customer relationship strategy... moat around business.

31:00 - Is a throughput based model something to be concerned about?

36:00 - Valuation

53:30 - The under the radar aspect of VAR.


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5c468bec-0215-11ea-a5fc-fba5a3530172Tue, 12 Nov 2019 09:00:00 +0000Seeking AlphaWe 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 it's valuation is also challenging. Daniel tries to...Topics Covered

5:00 minute mark - Introduction to Varian Medical Systems and the business case

12:40 - How much does it matter that there are two revenue lines in the income statement? Oncology vs. Proton and Product vs. Service

19:30 - Any reason to think they are transforming more to a service business? 

24:30 - Market and customer relationship strategy... moat around business.

31:00 - Is a throughput based model something to be concerned about?

36:00 - Valuation

53:30 - The under the radar aspect of VAR.


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3476falsefullhttps://www.spreaker.com/episode/behind-the-idea-97-stitch-fix-as-a-growth-fit--51972253Topics Covered

3:30 minute mark - SFIX thesis

6:00 - What do you like about SFIX?

11:00 - Actual experience with Stitch Fix

20:00 - Business model

25:00 - Growth prospects of retail clothing market SFIX is operation in

31:00 - Where does SFIX fit in the market of fragmenting consumer preferences?

34:30 - How does SFIX handle inventory management?

37:00 - Is SFIX's customized really a big advantage over other retailers?

46:00 - How much choice do consumers really have?

52:00 - Valuation discussion


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1cf36090-fa3c-11e9-8cd4-9f858dc9ecfeTue, 05 Nov 2019 09:00:00 +0000Seeking AlphaWe 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 that also will have to face a lot of competitors...Topics Covered

3:30 minute mark - SFIX thesis

6:00 - What do you like about SFIX?

11:00 - Actual experience with Stitch Fix

20:00 - Business model

25:00 - Growth prospects of retail clothing market SFIX is operation in

31:00 - Where does SFIX fit in the market of fragmenting consumer preferences?

34:30 - How does SFIX handle inventory management?

37:00 - Is SFIX's customized really a big advantage over other retailers?

46:00 - How much choice do consumers really have?

52:00 - Valuation discussion


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3728falsefullhttps://www.spreaker.com/episode/behind-the-idea-96-teladoc-and-the-modern-growth-story--51972379
Value traps and/or value plays, the sorts of junk we might invest in. Examples: Cars.com (CARS), AT&T (T), Dell (DELL), Kelloggs (K) from the short side.

Growth stories that break our value-oriented brains. Examples: Amazon (AMZN), Shopify (SHOP), Crowdstrike (CRWD), Lyft (LYFT), PagerDuty (PD) from the short side.

Battleground stories or news stories. Examples: Boeing (BA), PG&E (PCG), Chipotle (CMG), Trupanion (TRUP).


This week we cover Teladoc (TDOC), which falls squarely in categories 2 and 3. The company is a fast grower on the top line, but it's yet to crack break even profitability metrics. We've published many short ideas on the company on Seeking Alpha, but we recently published a PRO+ top idea by Value Alpha that takes the long side. As with many of these stories, there are both exciting things going on and questions raised that deserve a closer look.
We break down the long case, and then we raise our questions. Beyond assessing the Teladoc story itself, we also get into what we look for in growth stories like this, and what it means to invest in an execution based story.
Topics Covered
3:00 - Assessing the long case

8:15 - Market leadership and the total addressable market story

13:45 - Teladoc's revenue model and Value Alpha's valuation model.

19:00 - Pricing vs. valuation rears its head

22:00 - Teladoc's industry position and is it a real moat?

27:45 - Valuation arbitrage and the messiness in the story

31:00 - What about the short case?

36:30 - The significance of the 'execution-based' story

40:00 - The reliance on acquisitions and the trends in visit fees.


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>125e67c4-f415-11e9-8651-6b1977056481Tue, 29 Oct 2019 08:00:00 +0000Seeking AlphaThere 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&T (T), Dell (DELL), Kelloggs (K) from the short...
Value traps and/or value plays, the sorts of junk we might invest in. Examples: Cars.com (CARS), AT&T (T), Dell (DELL), Kelloggs (K) from the short side.

Growth stories that break our value-oriented brains. Examples: Amazon (AMZN), Shopify (SHOP), Crowdstrike (CRWD), Lyft (LYFT), PagerDuty (PD) from the short side.

Battleground stories or news stories. Examples: Boeing (BA), PG&E (PCG), Chipotle (CMG), Trupanion (TRUP).


This week we cover Teladoc (TDOC), which falls squarely in categories 2 and 3. The company is a fast grower on the top line, but it's yet to crack break even profitability metrics. We've published many short ideas on the company on Seeking Alpha, but we recently published a PRO+ top idea by Value Alpha that takes the long side. As with many of these stories, there are both exciting things going on and questions raised that deserve a closer look.
We break down the long case, and then we raise our questions. Beyond assessing the Teladoc story itself, we also get into what we look for in growth stories like this, and what it means to invest in an execution based story.
Topics Covered
3:00 - Assessing the long case

8:15 - Market leadership and the total addressable market story

13:45 - Teladoc's revenue model and Value Alpha's valuation model.

19:00 - Pricing vs. valuation rears its head

22:00 - Teladoc's industry position and is it a real moat?

27:45 - Valuation arbitrage and the messiness in the story

31:00 - What about the short case?

36:30 - The significance of the 'execution-based' story

40:00 - The reliance on acquisitions and the trends in visit fees.


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2760falsefullhttps://www.spreaker.com/episode/behind-the-idea-95-smoking-out-the-altria-bull-case-w-atlas-research--51972350Topics Covered2:45 minute mark – reviewing the past few years for MO and the bull case8:15 – The obvious value story, but is it…too obvious?11:45 – Looming liabilities for Juul?15:15 – Looking at the Phillip Morris merger18:15 – The ESG angle21:45 – Addiction driven models24:15 -The MSA’s legacy28:15 – What role does cannabis play for Altria?34:15 – The economics and regulatory outlook for vaping38:15 – Summing up the investment case40:45 – The classic sin stock story 
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ca72ee1a-eeb7-11e9-b7dc-2ba92b633d2cTue, 22 Oct 2019 08:00:00 +0000Seeking AlphaOn 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 for Altria as a stock that will beat the S&P 500....Topics Covered2:45 minute mark – reviewing the past few years for MO and the bull case8:15 – The obvious value story, but is it…too obvious?11:45 – Looming liabilities for Juul?15:15 – Looking at the Phillip Morris merger18:15 – The ESG angle21:45 – Addiction driven models24:15 -The MSA’s legacy28:15 – What role does cannabis play for Altria?34:15 – The economics and regulatory outlook for vaping38:15 – Summing up the investment case40:45 – The classic sin stock story 
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2659falsefullhttps://www.spreaker.com/episode/behind-the-idea-94-the-activating-at-t-signal--51972337Topics Covered

3:15 minute mark - Elliott Management's takedown of AT&T8:00 - Basic summary of Elliott's prescription9:15 - Key graphics/charts from the letter13:00 - The value/special situations investor funnybone16:45 - Underownership of AT&T - lack of confidence, also an opportunity?21:45 - Why the loss of DirecTV and Time Warner execs is so alarming26:45 - How much of this ground has been covered before?30:00 - Elliott's Activating AT&T plan 36:00 - Reactions to the road map46:00 - Final risks for investors to keep in mind
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>229a287c-e9c9-11e9-8b92-8f0807d8dc77Tue, 15 Oct 2019 08:00:00 +0000Seeking AlphaActivists 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 advocating AT&T refocus on core businesses. The letter is...Topics Covered

3:15 minute mark - Elliott Management's takedown of AT&T8:00 - Basic summary of Elliott's prescription9:15 - Key graphics/charts from the letter13:00 - The value/special situations investor funnybone16:45 - Underownership of AT&T - lack of confidence, also an opportunity?21:45 - Why the loss of DirecTV and Time Warner execs is so alarming26:45 - How much of this ground has been covered before?30:00 - Elliott's Activating AT&T plan 36:00 - Reactions to the road map46:00 - Final risks for investors to keep in mind
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3037falsefullhttps://www.spreaker.com/episode/behind-the-idea-93-ligand-s-shots-on-goal-target--51972344Topics covered: 
3:15 - Key elements of 8 Diamonds Advisor's thesis and understanding the company's products
6:15 - "Shots on goal" - what does that mean and how does it work?
15:45 - The challenges in analyzing the business model
19:45 - Management's place in the thesis
24:15 - What's gone on the past few years?
26:45 - The short theses over the year
35:45 - The Promacta divestment and a share buyback (?!)
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>49cbdbd0-e603-11e9-9b2b-ffecacf3877cTue, 08 Oct 2019 08:00:00 +0000Seeking AlphaLigand 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 author 8 Diamonds Advisors feels that the stock has...Topics covered: 
3:15 - Key elements of 8 Diamonds Advisor's thesis and understanding the company's products
6:15 - "Shots on goal" - what does that mean and how does it work?
15:45 - The challenges in analyzing the business model
19:45 - Management's place in the thesis
24:15 - What's gone on the past few years?
26:45 - The short theses over the year
35:45 - The Promacta divestment and a share buyback (?!)
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2794falsefullhttps://www.spreaker.com/episode/behind-the-idea-92-finding-the-range-for-range-resources--51972121Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3d7d359d21024c04b3a7fbcf6f29fb66Tue, 01 Oct 2019 08:00:00 +0000Seeking AlphaNot 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 bearish market consensus vs. bullish author...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2827falsefullhttps://www.spreaker.com/episode/behind-the-idea-91-hill-international-with-tim-heitman-bonus-episode--51972200Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2eac5d03eaf3462f8b9e7bfeea491bb7Fri, 27 Sep 2019 08:00:00 +0000Seeking AlphaTim 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 quirks that may be hiding the opportunity from the market.  Learn more...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3008falsefullhttps://www.spreaker.com/episode/the-investing-edge-trailer-talking-scorpio-tankers-opportunity-and-netflix-s-big-challenge--51972293
Our excerpt for Value Investor's Edge Live is from our first episode, where J Mintzmyer speaks with Robert Bugbee of Scorpio Tankers about the company's comfortable cash position and the pending catalyst of IMO 2020.

Our excerpt from The Razor's Edge is from the first episode, which covers Disney, Netlfix, and the streaming universe. Daniel Shvartsman asks Akram's Razor about whether Netflix can solve a budding challenge - too much content on the service.

The Investing Edge is a podcast channel on Seeking Alpha that features shows from different Seeking Alpha authors, with a focus on their unique investing style. Authors will speak with CEOs and industry experts, break down key market stories and topics, and share insights on how they research new investments.

The first two shows on The Investing Edge are:

Value Investor's Edge Live, hosted by J Mintzmyer of Value Investor's Edge. The show will feature J's conversations with publicly traded shipping company CEOs, sector experts, and fellow deep value investors about their companies and investing approaches.

The Razor's Edge, hosted by SA podcast host Daniel Shvartsman and Seeking Alpha author Akram's Razor of The Razor's Edge.



 
 
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4df66962feac4bdd98eb98f61c2b9fb3Thu, 26 Sep 2019 10:00:00 +0000Seeking AlphaThis 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 by Daniel Shvartsman and Akram's Razor. Our excerpt for Value...
Our excerpt for Value Investor's Edge Live is from our first episode, where J Mintzmyer speaks with Robert Bugbee of Scorpio Tankers about the company's comfortable cash position and the pending catalyst of IMO 2020.

Our excerpt from The Razor's Edge is from the first episode, which covers Disney, Netlfix, and the streaming universe. Daniel Shvartsman asks Akram's Razor about whether Netflix can solve a budding challenge - too much content on the service.

The Investing Edge is a podcast channel on Seeking Alpha that features shows from different Seeking Alpha authors, with a focus on their unique investing style. Authors will speak with CEOs and industry experts, break down key market stories and topics, and share insights on how they research new investments.

The first two shows on The Investing Edge are:

Value Investor's Edge Live, hosted by J Mintzmyer of Value Investor's Edge. The show will feature J's conversations with publicly traded shipping company CEOs, sector experts, and fellow deep value investors about their companies and investing approaches.

The Razor's Edge, hosted by SA podcast host Daniel Shvartsman and Seeking Alpha author Akram's Razor of The Razor's Edge.



 
 
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>545falsefullhttps://www.spreaker.com/episode/behind-the-idea-90-bluegreen-s-attractive-location--51972201Learn more about your ad choices. Visit megaphone.fm/adchoices]]>37577120a48e457186c7be2697a05a53Tue, 24 Sep 2019 08:00:00 +0000Seeking AlphaSafety 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 the underlying business as well. We discuss those elements, the risks to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2009falsefullhttps://www.spreaker.com/episode/behind-the-idea-89-you-can-be-a-stock-market-genius-pt-4--51972165 Chapters 7 and 8 bring that feeling home. Chapter 7 because it shares how Greenblatt advises his readers to do the actual research, and one component is to borrow ideas from other investors. It's an obvious concept when you think about it, but it also suggests a touch of humility that plays out throughout the book. We look at Greenblatt's sources and favorite books to understand the rest of the book better.
Then, Chapter 8 is the shortest chapter, and it underlines Greenblatt's entire philosophy as I understand it. Basically, investing and growing your money can give you time and options later on. When active vs. passive remains a hotly contested topic, and when nobody is satisfied with even a 10+ year bull market, it's worth remembering that you should invest if you enjoy it, and the goal is to buy you time to do the things you want to do with the people you want to do them with, and nothing more or less.
We discuss the philosophy and the minutiae on our concluding episode about Greenblatt's book.
Topics Covered 3:40 minute mark - The highlights of Chapter 7
8:40 - Coattail riding in today's market
18:40 - Thoughts about sources listed in the book and their relevance 22 years later.
21:00 - Reviewing Greenblatt's favorite books
27:00 - The philosophy: money is time. Do we buy?
35:30 - Final dad jokes and notes from the book.

Learn more about your ad choices. Visit megaphone.fm/adchoices]]>398232434ab940119fb9190a231f58aaTue, 17 Sep 2019 08:00:00 +0000Seeking AlphaThrough 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 strategies, and what doesn't work. We've also shared our enthusiasm for the... Chapters 7 and 8 bring that feeling home. Chapter 7 because it shares how Greenblatt advises his readers to do the actual research, and one component is to borrow ideas from other investors. It's an obvious concept when you think about it, but it also suggests a touch of humility that plays out throughout the book. We look at Greenblatt's sources and favorite books to understand the rest of the book better.
Then, Chapter 8 is the shortest chapter, and it underlines Greenblatt's entire philosophy as I understand it. Basically, investing and growing your money can give you time and options later on. When active vs. passive remains a hotly contested topic, and when nobody is satisfied with even a 10+ year bull market, it's worth remembering that you should invest if you enjoy it, and the goal is to buy you time to do the things you want to do with the people you want to do them with, and nothing more or less.
We discuss the philosophy and the minutiae on our concluding episode about Greenblatt's book.
Topics Covered 3:40 minute mark - The highlights of Chapter 7
8:40 - Coattail riding in today's market
18:40 - Thoughts about sources listed in the book and their relevance 22 years later.
21:00 - Reviewing Greenblatt's favorite books
27:00 - The philosophy: money is time. Do we buy?
35:30 - Final dad jokes and notes from the book.

Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2293falsefullhttps://www.spreaker.com/episode/behind-the-idea-88-signing-up-for-the-gym-group-with-jorge-robles-bonus-episode--51971701Learn more about your ad choices. Visit megaphone.fm/adchoices]]>bc92daa712404399a7387c4b1846ccb9Fri, 13 Sep 2019 10:00:00 +0000Seeking AlphaInvestors 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 has a reasonable competitive position, a misunderstood path to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2077falsefullhttps://www.spreaker.com/episode/behind-the-idea-87-you-can-be-a-stock-market-genius-pt-3--51971996Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d87feac09e05459cbc7177a13417ce86Tue, 10 Sep 2019 08:00:00 +0000Seeking AlphaChapters 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 other 'odder' corners of the market. Bankruptcies and similar topics in...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2786falsefullhttps://www.spreaker.com/episode/behind-the-idea-86-you-can-be-a-stock-market-genius-pt-2--51972063Learn more about your ad choices. Visit megaphone.fm/adchoices]]>dbc5cc36154748f48abb66e4942f6b4aTue, 03 Sep 2019 08:00:00 +0000Seeking AlphaWe 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 remembers, especially re: spin-offs. The principles Greenblatt lays out...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3846falsefullhttps://www.spreaker.com/episode/behind-the-idea-85-you-can-be-a-stock-market-genius-part-1--51972113 Topics Covered 3:30 minute mark - Breaking Down Chapter 1 - The Greenblatt Mantra
7:30 - The individual investor advantage
14:30 - The efficiency of the markets
17:45 - Chapter 2 and the persistence of Greenblatt's approach
24:30 - Different investing styles for the individual investor
28:30 - Whither the value factor?
35:30 - Key quotes and jokes

Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b33a0781044549819cc8d6e4d88c9d99Tue, 27 Aug 2019 08:00:00 +0000Seeking AlphaWe 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 the best quotes from the book are, and our favorite Joel Greenblatt dad... Topics Covered 3:30 minute mark - Breaking Down Chapter 1 - The Greenblatt Mantra
7:30 - The individual investor advantage
14:30 - The efficiency of the markets
17:45 - Chapter 2 and the persistence of Greenblatt's approach
24:30 - Different investing styles for the individual investor
28:30 - Whither the value factor?
35:30 - Key quotes and jokes

Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2675falsefullhttps://www.spreaker.com/episode/behind-the-idea-84-bluegreen-and-the-busted-bid--51972390 Topics covered: 5:00 minute mark - Overview of the busted merger arbitrage story.
8:45 - The timeshare industry and the underlying ups and downs therein
16:30 - Working down the income statement
20:00 - Breaking the Bass Pro Shops lawsuit down
23:00 - Manhattan club, time shares in NYC
31:30 - How does sales operation of a time share work?
33:30 - Time share business model and why does BBX Capital need to pay a big premium?

Learn more about your ad choices. Visit megaphone.fm/adchoices]]>37f84e9f99494498999f7943f1eedcd9Tue, 20 Aug 2019 08:00:00 +0000Seeking AlphaBluegreen 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 shares trade well below the previous offer. Timeshares draw their own... Topics covered: 5:00 minute mark - Overview of the busted merger arbitrage story.
8:45 - The timeshare industry and the underlying ups and downs therein
16:30 - Working down the income statement
20:00 - Breaking the Bass Pro Shops lawsuit down
23:00 - Manhattan club, time shares in NYC
31:30 - How does sales operation of a time share work?
33:30 - Time share business model and why does BBX Capital need to pay a big premium?

Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2794falsefullhttps://www.spreaker.com/episode/behind-the-idea-83-paradigm-shifts-gold-and-you--51972231 But Mike Taylor rejoins the podcast this week after paternity leave (congrats Mike!) and he's jazzed up about Ray Dalio's recent argument that a paradigm shift is coming. So jazzed up that he invested in GLD, GDX, and GDXJ itself, based on Dalio's article.
Gold leads to a lot of psychological analysis and self-consideration, and to considering the philosophical basis for an investing strategy. Without spoiling it, I have the more skeptical, 'what is behind the results that gold has achieved it in the past' orientation, while Mike has the more instrumental, 'gold has proven to be a ballast to many a portfolio, so why not' approach.
Topics covered: 2:30 minute mark - Introduction to Ray Dalio and his recent article
5:45 - What stands out in the argument
11:30 - Whether these shifts can really explain the market's direction over the decades
16:30 - The trade-off between higher pricing and lower future returns
26:30 - Discussion of "gold bugs" and the historical reasons for owning gold.
31:30 - What makes gold the way it is?
37:30 - The difference between owning gold and indexing (or is there one?)
50:30 - Why will this time not be different?
 
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e0e35e4cd14a4626a3c5b5f738b05ad5Tue, 13 Aug 2019 08:00:00 +0000Seeking AlphaTwo 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 investing ideas through the vast majority of our episodes over the last 18... But Mike Taylor rejoins the podcast this week after paternity leave (congrats Mike!) and he's jazzed up about Ray Dalio's recent argument that a paradigm shift is coming. So jazzed up that he invested in GLD, GDX, and GDXJ itself, based on Dalio's article.
Gold leads to a lot of psychological analysis and self-consideration, and to considering the philosophical basis for an investing strategy. Without spoiling it, I have the more skeptical, 'what is behind the results that gold has achieved it in the past' orientation, while Mike has the more instrumental, 'gold has proven to be a ballast to many a portfolio, so why not' approach.
Topics covered: 2:30 minute mark - Introduction to Ray Dalio and his recent article
5:45 - What stands out in the argument
11:30 - Whether these shifts can really explain the market's direction over the decades
16:30 - The trade-off between higher pricing and lower future returns
26:30 - Discussion of "gold bugs" and the historical reasons for owning gold.
31:30 - What makes gold the way it is?
37:30 - The difference between owning gold and indexing (or is there one?)
50:30 - Why will this time not be different?
 
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Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1852falsefullhttps://www.spreaker.com/episode/behind-the-idea-81-dell-s-crown-jewel-with-thomas-lott--51972149Thomas Lott published a top idea last week that comes out tomorrow on Dell which combines each of those elements. The combination of the legacy Dell business, its acquired EMC business, and the 80.6% stake in VMWare makes for a compelling value, he argues. And yet, he's not the first to make that argument, and DELL has languished meanwhile.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e581499cd65e4eecb09fae4ba4a8250fTue, 30 Jul 2019 08:00:00 +0000Seeking AlphaSum of the parts stories. Legacy PC makers. Investing with Michael Dell. Those are three things that, over the past decade, have caused investors heartburn. Thomas Lott published a top idea last week that comes out tomorrow on Dell which combines each...Thomas Lott published a top idea last week that comes out tomorrow on Dell which combines each of those elements. The combination of the legacy Dell business, its acquired EMC business, and the 80.6% stake in VMWare makes for a compelling value, he argues. And yet, he's not the first to make that argument, and DELL has languished meanwhile.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2589falsefullhttps://www.spreaker.com/episode/behind-the-idea-80-walking-through-the-walgreens-bull-case--51972275Learn more about your ad choices. Visit megaphone.fm/adchoices]]>353a4038ee8943c68a32ec415a6b6219Tue, 23 Jul 2019 08:00:00 +0000Seeking AlphaWalgreens Boots Alliance (WBA) operates at the intersection of health care and retail. While it appears safer than many retailers, its performance has been familiarly poor. We look at the work of Trapping Value, who has been following the company for...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2462falsefullhttps://www.spreaker.com/episode/behind-the-idea-79-checking-under-cars-com-s-hood-with-cliff-banks--51972207Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5a6a53a7671b4c949c3a074f4d466929Tue, 16 Jul 2019 08:00:00 +0000Seeking AlphaCars.com (CARS) drew a surprising deal of interest from the Seeking Alpha community, which made it clear that we hadn't dug deeply enough. So we're revisiting it with one of the commenters on that article, CBanks40, a.k.a Cliff Banks. President and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2960falsefullhttps://www.spreaker.com/episode/behind-the-idea-78-saas-on-saas-with-akram-s-razor-pt-2--51972352



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Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e1df01fb8851496293d785c2aab13025Tue, 02 Jul 2019 08:00:00 +0000Seeking AlphaWe speak with longtime Seeking Alpha author and tech investor Akram's Razor about the software as a service (SAAS) sector and how it is changing with everybody already a believer in the cloud and subscription models. We focus on PagerDuty and the...

Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3039falsefullhttps://www.spreaker.com/episode/introducing-let-s-talk-etfs-aha-etf-moments-with-exponentialetfs-phil-bak--51972302Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4bdb5c916215483da0408eef202caeb0Tue, 02 Jul 2019 07:00:00 +0000Seeking AlphaOn this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>340falsefullhttps://www.spreaker.com/episode/behind-the-idea-76-crowdstrike-and-the-crowded-market--51972198We try to understand whether the company's moat is knowable for a non-tech expert, and how we might inform ourselves of that as general investors.
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Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3091falsefullhttps://www.spreaker.com/episode/introducing-let-s-talk-etfs--51972108Learn more about your ad choices. Visit megaphone.fm/adchoices]]>9c22824ce07c4edabfcad6f87476ec2bThu, 20 Jun 2019 09:00:00 +0000Seeking AlphaLet’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>60falsefullhttps://www.spreaker.com/episode/behind-the-idea-75-cars-com-s-value-running-out-of-gas--51972086Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e5b0320927f64c1aa8fe662882fed9b3Tue, 18 Jun 2019 08:00:00 +0000Seeking AlphaWe break down a short idea from Seeking Alpha contributor BOOX Research on this week's Behind the Idea. The stock? Cars.com (CARS), a legacy media company spun off and trying to make it in a competitive web-driven world. The multiple is low, but is it...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2910falsefullhttps://www.spreaker.com/episode/behind-the-idea-74-looking-for-3m-s-growth-with-michael-boyd--51972123Learn more about your ad choices. Visit megaphone.fm/adchoices]]>38e2da2c86bc4af0be16164d851f2713Tue, 11 Jun 2019 08:00:00 +0000Seeking AlphaWe return to discussing 3M Company (3M) with Michael Boyd, Seeking Alpha author and owner of Industrial Insights on the Seeking Alpha Marketplace. He was bearish about the company as of April, so we wanted to get his take on what led the company to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2219falsefullhttps://www.spreaker.com/episode/behind-the-idea-73-simon-property-group-vs-the-market--51972212
We talk about Simon Property Group (SPG) this week, and break down the intrigue around these companies.
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We talk about Simon Property Group (SPG) this week, and break down the intrigue around these companies.
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We start with a bearish article which picks apart the bull case as a way into the stock. We look at what the right category for Trupanion is, whether its effect on the petcare world will be positive in the end, and where that leaves the company and the stock.
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We start with a bearish article which picks apart the bull case as a way into the stock. We look at what the right category for Trupanion is, whether its effect on the petcare world will be positive in the end, and where that leaves the company and the stock.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2993falsefullhttps://www.spreaker.com/episode/behind-the-idea-65-boeing-from-the-cockpit--51972160Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ff8dd1fc5d214581947d29453a22f1f2Fri, 12 Apr 2019 08:00:00 +0000Seeking AlphaWe round out our Boeing 737 MAX 8 related coverage by speaking to a pilot. Mike interviews his friend Matt, who flies for a US airline. He shares his insights on the mechanics of flying and what might go wrong, and so what investors might want to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2603falsefullhttps://www.spreaker.com/episode/behind-the-idea-64-talking-boeing-s-737-max-8-issues-w-madhu-unnikrishnan--51972162Learn more about your ad choices. Visit megaphone.fm/adchoices]]>07b689f2f66e44ef847e5502ff7b8090Tue, 09 Apr 2019 08:00:00 +0000Seeking AlphaBoeing continues to grab headlines as the hows and whys of the recent Ethiopian Air crash are dissected by various authorities. Madhu Unnikrishnan, editor of Skift Airline Weekly, joins Mike Taylor and shares his views on the development of the 737...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2165falsefullhttps://www.spreaker.com/episode/behind-the-idea-63-boeing-s-changed-trajectory--51972363
We discuss whether Boeing's moat is as strong as it seems, whether its ex ante valuation made sense, and where the stock might head from here.
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We discuss whether Boeing's moat is as strong as it seems, whether its ex ante valuation made sense, and where the stock might head from here.
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With that in mind, here's a preview of the newest Seeking Alpha podcast, The Cannabis Investing Podcast. This podcast will speak with industry experts and analysts to see where this sector might go. Check it out!
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With that in mind, here's a preview of the newest Seeking Alpha podcast, The Cannabis Investing Podcast. This podcast will speak with industry experts and analysts to see where this sector might go. Check it out!
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>172falsetrailerhttps://www.spreaker.com/episode/behind-the-idea-60-outlining-jd-com-s-advantages-with-lester-goh--51972349Lester Goh has gone well beyond the headlines and basic analysis in his work on JD.com, and he shares the reasons he is bullish in the e-commerce titan despite its rough year. We get into the details, the headline thoughts, and why investing in Chinese companies really isn't that different than anywhere else.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>db09dcb610d3435daabf37fdd177a36fTue, 12 Mar 2019 08:00:00 +0000Seeking AlphaIt's easy to take shortcuts in investing and to make conclusions based on patterns, trends, or what the consensus is or isn't. It's something we talk about on Behind the Idea a lot. Lester Goh has gone well beyond the headlines and basic analysis in...Lester Goh has gone well beyond the headlines and basic analysis in his work on JD.com, and he shares the reasons he is bullish in the e-commerce titan despite its rough year. We get into the details, the headline thoughts, and why investing in Chinese companies really isn't that different than anywhere else.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4679falsefullhttps://www.spreaker.com/episode/behind-the-idea-59-the-risk-of-davita-s-deal-breaking-with-ethan-watkins--51972316Learn more about your ad choices. Visit megaphone.fm/adchoices]]>330dfd1a43f6450788d5e222ff4d0b92Tue, 05 Mar 2019 09:00:00 +0000Seeking AlphaBulls and bears for a given stock are often depicted as pitted directly against one another, but oftentimes bulls and bears agree on most parts of a stock. It can be that the interpretation on one or two key details changes the whole outlook for a...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3410falsefullhttps://www.spreaker.com/episode/behind-the-idea-58-davita-s-moat-and-pricing-with-michael-knipp--51972301Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c7fea7b745874d14b2c5579a248cc59dTue, 26 Feb 2019 09:00:00 +0000Seeking AlphaHealthcare is difficult as an industry unto itself, as a political issue, and as an area to invest in. We revisit Davita Healthcare by speaking with a bull who argued that we were missing pieces from the puzzle last time we covered the story. And as...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2452falsefullhttps://www.spreaker.com/episode/behind-the-idea-57-pg-e-faces-looming-liabilities-political-theater-w-alexandra-scaggs--51972318Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e68ec2a97f294e9185d90a8913003f46Fri, 22 Feb 2019 09:00:00 +0000Seeking AlphaWe take one more look at the developing story around PG&E. Barron's writer Alexandra Scaggs joins Behind the Idea to discuss the moving parts, including the latest boost to the shares from a Citigroup research note. We also discuss the gaps in modern...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2123falsefullhttps://www.spreaker.com/episode/behind-the-idea-56-the-forces-behind-pg-e-s-bankruptcy-with-wyco-researcher--51972228Learn more about your ad choices. Visit megaphone.fm/adchoices]]>167e887a393343eea04d77e680d4d28bTue, 19 Feb 2019 09:00:00 +0000Seeking AlphaSince we spoke about PG&E a few weeks ago, the company has filed for bankruptcy and the stock has basically doubled. Those are usually not successive acts in a one-month period, so what's going on? We ask WYCO Researcher, a Seeking Alpha author and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2357falsefullhttps://www.spreaker.com/episode/behind-the-idea-55-shorting-the-nasdaq-a-trading-diary-in-one-act--51972168Learn more about your ad choices. Visit megaphone.fm/adchoices]]>9efabdcb813f4a5d95f82dcf2eedd1a8Tue, 12 Feb 2019 09:00:00 +0000Seeking AlphaIt's a special edition of Behind the Idea, as we're talking about our own book. Specifically, Mike's position in the ProShares Short QQQ ETF (PSQ), an inverse ETF for the Nasdaq 100 (QQQ). A short-term oriented, ETF position based on a...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3493falsefullhttps://www.spreaker.com/episode/behind-the-idea-54-jd-com-and-pricing-in-headline-risk--51972362Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4f6eef001b0649759653149878e6fbbeTue, 05 Feb 2019 09:00:00 +0000Seeking AlphaJD.Com is a value investor favorite and the 'hip' China play. Except that it had a terrible 2018, selling off more than 50% amidst China-U.S. trade negotiations and an accusation of rape against CEO and founder Richard Liu (charges not pursued)....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3045falsefullhttps://www.spreaker.com/episode/behind-the-idea-53-pg-e-and-the-lost-safety-of-utilities--51972221So where does that leave Pacific General & Electric, PG&E (PCG)? Hard to say. We break it down and look at what the broader lessons are for investors.


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Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3540falsefullhttps://www.spreaker.com/episode/behind-the-idea-47-ebix-s-roll-up-strategy-and-the-unwind-with-mads-thamsborg--51972214Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d8a009a4b0504e6b93df06e70a6fb28aTue, 04 Dec 2018 09:00:00 +0000Seeking AlphaThis is the second episode of our Kase Learning Shorting conference coverage. Ebix has been a battleground for much of the decade, and also a big winner for bulls. Mads Thamsborg of Bodenholm Capital joins Behind the Idea to share his case for why the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1607falsefullhttps://www.spreaker.com/episode/behind-the-idea-46-aphria-s-acquisitions-too-hazy-with-gabriele-grego-nate-anderson--51972170Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fde83173ec814756a185b347c22521e3Mon, 03 Dec 2018 14:00:00 +0000Seeking AlphaWe kick off our Kase Learning Shorting Conference coverage with a joint interview of Gabriele Grego of Quintessential Capital and Nate Anderson of Hindenburg Investment Research. They followed the trail of Aphria's recent acquisition binge, and what...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2326falsefullhttps://www.spreaker.com/episode/behind-the-idea-45-amazon-s-path-to-physical-retail-dominance-with-priya-anand--51972340Learn more about your ad choices. Visit megaphone.fm/adchoices]]>25d88ba99bf2453c85c5bfe976073720Tue, 27 Nov 2018 09:00:00 +0000Seeking AlphaWe've made it to the end of our Amazon miniseries. To bring things home, we talk with Priya Anand of The Information. She tells us about what she's seeing from Amazon's competition and potential regulators and what that might mean for the company. We...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2561falsefullhttps://www.spreaker.com/episode/behind-the-idea-44-aswath-damodaran-on-amazon-s-limits--51972389Learn more about your ad choices. Visit megaphone.fm/adchoices]]>603c731fb93d46c7bad4944fdf703e43Tue, 20 Nov 2018 09:00:00 +0000Seeking AlphaOur Amazon miniseries rolls on to part three, as Professor Aswath Damodaran joins Behind the Idea to explain why he went short Amazon in September, and what he's learned from covering the company. He approaches Amazon with the utmost of respect, but...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2503falsefullhttps://www.spreaker.com/episode/behind-the-idea-43-picking-apart-value-investing-s-slump-with-whitney-tilson--51972439Learn more about your ad choices. Visit megaphone.fm/adchoices]]>127825e3df59455cb38cc4a4841abf6bFri, 16 Nov 2018 09:00:00 +0000Seeking AlphaWhitney Tilson is the founder of Kase Learning and was the founder and portfolio manager of Kase Capital. What led him to leave the asset management game to go into teaching others? That's where we start our special interview with him, but it goes far...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4215falsefullhttps://www.spreaker.com/episode/behind-the-idea-42-breaking-down-amazon-s-financials-w-marc-pentacoff--51972378Learn more about your ad choices. Visit megaphone.fm/adchoices]]>9899fcf9147e45938a7ee1b1d0101b28Tue, 13 Nov 2018 09:00:00 +0000Seeking AlphaWe're continuing to look at Amazon with Part 2 of our miniseries on the company. We bring on Marc Pentacoff, a Seeking Alpha editor and financial analysis wizard, to dissect Amazon's financial statements. How does their world-beating success translate...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4277falsefullhttps://www.spreaker.com/episode/behind-the-idea-41-talking-amazon-with-brad-stone-author-of-the-everything-store--51972382
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We talk with Darren McCammon, who has already been investing in the industry for several years - including in ebbu, Canopy Growth Corporation's latest purchase - about Canopy and the marijuana industry as a whole.


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>62529c5237cd4080a6a6a9eabddbcc1fTue, 30 Oct 2018 08:00:00 +0000Seeking AlphaIt takes creativity to invest in pot stocks at this stage. Valuation isn't there, so you have to imagine the growth ahead, think about how to identify a winner that not everyone else has, and prepare for the ups and downs that are sure to come. We...
We talk with Darren McCammon, who has already been investing in the industry for several years - including in ebbu, Canopy Growth Corporation's latest purchase - about Canopy and the marijuana industry as a whole.


Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3398falsefullhttps://www.spreaker.com/episode/behind-the-idea-39-general-motors-road-ahead-w-blue-pacific-phoebe-wall-howard--51972407Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/518586399Tue, 23 Oct 2018 09:51:18 +0000Seeking AlphaWe revisit GM to further dig into Blue Pacific's bearish view on the company and the industry. We also speak with Phoebe Wall Howard of the Detroit Free Press to see what people inside the industry are saying. It doesn't paint the rosiest picture in...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4472falsefullhttps://www.spreaker.com/episode/behind-the-idea-38-luck-sparkling-water-and-lacroix--51972313Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/514799370Tue, 16 Oct 2018 08:00:09 +0000Seeking AlphaOur first podcast on National Beverage Corp - owner of Lacroix sparkling water, FIZZ - left us unquenched. So we brought on Vince Martin, Seeking Alpha author, to go into the ups and downs of the bull case and this one of a kind story. Then we invited...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3895falsefullhttps://www.spreaker.com/episode/behind-the-idea-37-amazon-in-and-through-bezos-s-looking-glass--51972258
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/511515963Tue, 09 Oct 2018 08:00:09 +0000Seeking AlphaIt's easy to take for granted how unconventional Jeff Bezos is, but his approach to Amazon's business is worth a closer look. We do a close read of the 2017 shareholder letter he published this April to see if we can better understand the company as a...
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4579falsefullhttps://www.spreaker.com/episode/behind-the-idea-36-breaking-down-canopy-growth-and-the-burgeoning-marijuana-industry--51972367
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/508007013Tue, 02 Oct 2018 08:00:09 +0000Seeking AlphaSet aside the recent price action on pot stocks, and a fact still remains - the marijuana industry looks more and more legitimate. But is that the same as it being worth investing in? And what sort of industry is marijuana going to be? We take a...
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3338falsefullhttps://www.spreaker.com/episode/behind-the-idea-35-are-we-sure-general-motors-is-a-good-value--51972343
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Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3168falsefullhttps://www.spreaker.com/episode/behind-the-idea-34-the-fizz-the-noise-and-the-brand--51972427Topics covered:
2:40 - Breaking down National Beverage's business
8:45 - The bullish beats - a takeover? consistent growth? ignore tariffs-depressed gross margin
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2:40 - Breaking down National Beverage's business
8:45 - The bullish beats - a takeover? consistent growth? ignore tariffs-depressed gross margin
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3507falsefullhttps://www.spreaker.com/episode/behind-the-idea-33-understanding-alibaba-w-anne-stevenson-yang-and-julian-lin--51972417Topics covered:
Interview with Anne Stevenson-Yang from 2:15-33:15

3:00 minute mark - Why do Alibaba’s different businesses go together?

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Interview with Anne Stevenson-Yang from 2:15-33:15

3:00 minute mark - Why do Alibaba’s different businesses go together?

Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5380falsefullhttps://www.spreaker.com/episode/behind-the-idea-32-can-einhorn-s-insurance-idea-be-understood--51972035Topics covered:
2:30 - Starting off - what does BHF d
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2:30 - Starting off - what does BHF d
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2779falsefullhttps://www.spreaker.com/episode/behind-the-idea-31-going-the-full-pitch-on-man-u-with-katie-baker-and-alex-kivali--51972156Topics covered:
W/Katie Baker
4:00 – Women’s world cup as high water mark in US interes
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W/Katie Baker
4:00 – Women’s world cup as high water mark in US interes
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4774falsefullhttps://www.spreaker.com/episode/behind-the-idea-30-ralph-lauren-on-the-rack-with-berna-barshay--51971972Topics covered:
1:45 - How does Ralph Lauren's Q1 fit into the short thesis, and the focus on US wholesale and comparable numbers?
7:15 - What is the way out of Ralph Lauren's chicken/egg
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1:45 - How does Ralph Lauren's Q1 fit into the short thesis, and the focus on US wholesale and comparable numbers?
7:15 - What is the way out of Ralph Lauren's chicken/egg
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3913falsefullhttps://www.spreaker.com/episode/behind-the-idea-29-the-rest-of-the-disney-story-w-derek-thompson-and-brian-langis--51972420Topics Covered:
2:00 - Reviewing Brian's thesis and the new hope for Disney
7:45 - What are you watching for in the transition to streaming? When does the tipping point come?
16:00 - H
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2:00 - Reviewing Brian's thesis and the new hope for Disney
7:45 - What are you watching for in the transition to streaming? When does the tipping point come?
16:00 - H
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5441falsefullhttps://www.spreaker.com/episode/behind-the-idea-28-quoth-the-raven-on-gold-punk-and-diy-investing--51972048Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/481850895Tue, 07 Aug 2018 08:00:04 +0000Seeking AlphaQuoth the Raven joins Mike Taylor of Behind the Idea to talk about his thesis on gold, a topic that can often leave cash flow focused investors scratching their heads. While Mike and Quoth don't agree on everything, they do discuss two key points -...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4206falsefullhttps://www.spreaker.com/episode/behind-the-idea-27-alibaba-what-you-see-is-all-there-is--51972269https://seekingalpha.com/article/4185148-china-fallen-alibaba-conviction-buy). Alibaba is China's champion, and it like many China companies has drawn questions about the true numbers of its business. So we dive in to see whether there's more to Alibaba than meets the eye, or whether the growth story has legs.
Topics covered
2:30 – Reviewing the article thesis – easy on the hot takes, but
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/478811790Tue, 31 Jul 2018 08:00:14 +0000Seeking AlphaSeeking Alpha author Julian Lin made the bull case for Alibaba, arguing it's growing and unbeatable in its markets (https://seekingalpha.com/article/4185148-china-fallen-alibaba-conviction-buy). Alibaba is China's champion, and it like many China...https://seekingalpha.com/article/4185148-china-fallen-alibaba-conviction-buy). Alibaba is China's champion, and it like many China companies has drawn questions about the true numbers of its business. So we dive in to see whether there's more to Alibaba than meets the eye, or whether the growth story has legs.
Topics covered
2:30 – Reviewing the article thesis – easy on the hot takes, but
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3240falsefullhttps://www.spreaker.com/episode/behind-the-idea-26-shopping-around-the-shopify-story-w-guests--51972270Topics covered:
Introduction – 1:25

3:45-46:00 – From Growth To Value
4:00 – How does the Growth investing mindset fit
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Introduction – 1:25

3:45-46:00 – From Growth To Value
4:00 – How does the Growth investing mindset fit
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>7504falsefullhttps://www.spreaker.com/episode/behind-the-idea-25-manchester-united-and-the-business-of-sport--51972178https://seekingalpha.com/article/4185750-runway-quite-manchester-united - to see what upside there is in the club and whether good times loom for investors.
Topics covered:
4:00 minute mark – A recap of Manchester United's story so far
8:00 – MANU’s international op
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/472882491Tue, 17 Jul 2018 14:12:01 +0000Seeking AlphaThe World Cup is over, but the Premier League is around the corner. And Manchester United trades on the market every day. Just because the club often wins doesn't mean it's a winning investment. We review a recent article by Alex Kivali -...https://seekingalpha.com/article/4185750-runway-quite-manchester-united - to see what upside there is in the club and whether good times loom for investors.
Topics covered:
4:00 minute mark – A recap of Manchester United's story so far
8:00 – MANU’s international op
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3499falsefullhttps://www.spreaker.com/episode/behind-the-idea-24-royal-caribbean-with-paul-brady-and-spring-mill-research--51972366Royal Caribbean and the viability of cruising hit a nerve, and we wanted to explore further. Paul Brady of Conde Nast Traveler joins us to talk about the benefits of the new Silverseas deal and the surge in cruise popularity, and William Mack, CFA, of Spring Mill Research explains why the deal concerns him, and why he likes cruise lines as well even this late in the cycle. A double interview episode!
Topics covered - Paul Brady from 1:15-4
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Topics covered - Paul Brady from 1:15-4
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4035falsefullhttps://www.spreaker.com/episode/behind-the-idea-23-dealing-into-rough-waters-for-royal-caribbean--51972247Topics covered:
3:30 minute mark – snapshot of the Spring Mill Research thesis, or how RCL isn’t learning their lesson
6:30– What is there to say about this deal?
15:00 – The prospects for the cruise business in general, i
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3:30 minute mark – snapshot of the Spring Mill Research thesis, or how RCL isn’t learning their lesson
6:30– What is there to say about this deal?
15:00 – The prospects for the cruise business in general, i
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2658falsefullhttps://www.spreaker.com/episode/behind-the-idea-22-ralph-lauren-fashion-and-timing--519721816:30 - Looking closer at the generational issue for R
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Topics Covered

Quick recap of Shopify - 2:00 minute mark
Mike's experience with Shopify as a potential competitor - 4:00
Is Shopify making a land grab, and how does the multi-sided platform compare to a network effect - 9:00 
The side hustle secular trend (or is it?) - 13:45
The bear case - competition, reliance on Facebook,
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Topics Covered

Quick recap of Shopify - 2:00 minute mark
Mike's experience with Shopify as a potential competitor - 4:00
Is Shopify making a land grab, and how does the multi-sided platform compare to a network effect - 9:00 
The side hustle secular trend (or is it?) - 13:45
The bear case - competition, reliance on Facebook,
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2998falsefullhttps://www.spreaker.com/episode/behind-the-idea-20-kerrisdale-capital-on-shorts-funky-data-and-activism--51972136Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/456996138Tue, 12 Jun 2018 08:00:04 +0000Seeking AlphaKerrisdale Capital joins us on Behind the Idea to go over some of their recent short ideas and the current state of the market, as a follow-up to our review of their Proteostasis idea (episode #9). Sahm Adrangi and co make their case and explain why...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2875falsefullhttps://www.spreaker.com/episode/behind-the-idea-19-disney-and-the-power-of-stories--51972144https://seekingalpha.com/article/4172855-future-disney-espn - for how Disney will not only survive cord-cutting but thrive. Is a happy ending coming for shareholders? We discuss.

Topics covered:
2:00 minute mark - What do we know about Disney already? 
7:50 - The strategic outlook for Disney, and the opportunity Brian Langis sees
14:15 - Everybody's worried about canniba
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Topics covered:
2:00 minute mark - What do we know about Disney already? 
7:50 - The strategic outlook for Disney, and the opportunity Brian Langis sees
14:15 - Everybody's worried about canniba
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2698falsefullhttps://www.spreaker.com/episode/behind-the-idea-18-how-delta-is-gaining-ground-with-paul-brady--51972357Topics covered:

2:00 minute mark - Delta’s focus cities and offering full scheduling options
5:25 - Capacity constraints and where that leaves fliers and airlines
9:25 - What are the risks and drawbacks to being at full capacity?
14:25 - What is Delt
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/450470601Tue, 29 May 2018 09:00:02 +0000Seeking AlphaConde Nast Traveler Articles Editor Paul Brady joins Behind The Idea this week to follow up on our Delta discussion (episode #15). We discuss the state of the industry and the limits on capacity, and how Delta is trying to gain distance from its...Topics covered:

2:00 minute mark - Delta’s focus cities and offering full scheduling options
5:25 - Capacity constraints and where that leaves fliers and airlines
9:25 - What are the risks and drawbacks to being at full capacity?
14:25 - What is Delt
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1889falsefullhttps://www.spreaker.com/episode/behind-the-idea-17-kellogg-s-serial-decline-and-what-matters--51972380https://www.presciencepoint.com/wp-content/uploads/2018/04/Prescience-Point_Kellogg-Company__K_.pdf - and see what really matters for Kellogg going forward.

Topics covered:
2:00 – Setting the table for the consumer packaged good industry and the general Prescience Point thesis 
4:50 – Assessing the decline of cereal, and Mike puts on his Peter L
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Topics covered:
2:00 – Setting the table for the consumer packaged good industry and the general Prescience Point thesis 
4:50 – Assessing the decline of cereal, and Mike puts on his Peter L
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2996falsefullhttps://www.spreaker.com/episode/behind-the-idea-16-aswath-damodaran-talks-facebook-valuation-and-stories--51972188Topics covered: Why the 'Dean of Valuation' is a terrifying title - 1:10 minute mark
Recapping Damodaran's Facebook (FB) thesis - 2:00
How do you deal with the risk to Facebook's dominance? - 3:45
The piece W
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Recapping Damodaran's Facebook (FB) thesis - 2:00
How do you deal with the risk to Facebook's dominance? - 3:45
The piece W
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2925falsefullhttps://www.spreaker.com/episode/behind-the-idea-15-delta-making-moves-in-an-oligopoly--51972184https://seekingalpha.com/article/4167776-deltas-focus-city-strategy-delivers-revenue-advantages - which shows one approach. We look at whether management's story checks out and what it means for investors to consider an oligopoly.

Topics covered: 

What’s going on in this thesis and with the focus city model? (1:30 minute mark)
Decon
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/441024684Tue, 08 May 2018 08:41:04 +0000Seeking AlphaThe airline industry has changed. How do the remaining big players separate themselves from one another? Tim Dunn detailed Delta's focus city strategy in a recent article -...https://seekingalpha.com/article/4167776-deltas-focus-city-strategy-delivers-revenue-advantages - which shows one approach. We look at whether management's story checks out and what it means for investors to consider an oligopoly.

Topics covered: 

What’s going on in this thesis and with the focus city model? (1:30 minute mark)
Decon
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1665falsefullhttps://www.spreaker.com/episode/behind-the-idea-14-landmark-and-beating-the-high-yield-trap--51972240https://seekingalpha.com/article/4164640-beware-landmark-infrastructure-partners-lp). A lot of high-yield models may come up for scrutiny as the interest rate cycle turns. What does that mean for income investors? We look at how to avoid the high yield trap this week.
Topics covered:

What is Landmark's model, exactly? (1:45 minute mark)
Definition of terms - MLPs vs. REITs vs. triple-net-leases (4:10)
Mike explain
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/437746491Tue, 01 May 2018 11:17:08 +0000Seeking AlphaLandmark's model came under scrutiny in an article by new SA contributor Alacran Investments (https://seekingalpha.com/article/4164640-beware-landmark-infrastructure-partners-lp). A lot of high-yield models may come up for scrutiny as the interest...https://seekingalpha.com/article/4164640-beware-landmark-infrastructure-partners-lp). A lot of high-yield models may come up for scrutiny as the interest rate cycle turns. What does that mean for income investors? We look at how to avoid the high yield trap this week.
Topics covered:

What is Landmark's model, exactly? (1:45 minute mark)
Definition of terms - MLPs vs. REITs vs. triple-net-leases (4:10)
Mike explain
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2702falsefullhttps://www.spreaker.com/episode/behind-the-idea-13-cracking-the-book-open-on-barnes-noble--51972255https://seekingalpha.com/article/4163135-barnes-and-noble-new-page-evolving-history - as a launchpad to consider the bookseller's future and what that means for investors.
Topics covered:
Looking at Westpeak's Research (1:45 minute mark)
The tradeoffs between a research report and an actionable long/short idea (5:00)
Inverting this article to find the short case (12:20)
But look at that value! (19:00)
T
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/434402661Tue, 24 Apr 2018 11:56:21 +0000Seeking AlphaBarnes & Noble: Value trap or value play? We take a research report from Westpeak Research Association - https://seekingalpha.com/article/4163135-barnes-and-noble-new-page-evolving-history - as a launchpad to consider the bookseller's future and what...https://seekingalpha.com/article/4163135-barnes-and-noble-new-page-evolving-history - as a launchpad to consider the bookseller's future and what that means for investors.
Topics covered:
Looking at Westpeak's Research (1:45 minute mark)
The tradeoffs between a research report and an actionable long/short idea (5:00)
Inverting this article to find the short case (12:20)
But look at that value! (19:00)
T
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2690falsefullhttps://www.spreaker.com/episode/behind-the-idea-12-facebook-and-how-to-update-your-facts--51972383https://seekingalpha.com/article/4162285-facebook-feeding-frenzy-time-pause - and provided a framework for how someone could update their views on a company. We take a look at that framework to see how it can be an example for investors, and where it might fall short.

Topics covered:

A summary of the professor's thesis and our three top
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/430930197Tue, 17 Apr 2018 09:21:55 +0000Seeking AlphaWhen the facts change on a stock that 'everybody knows', how do you change your mind? Professor Aswath Damodaran wrote an article about why Facebook is worth considering - https://seekingalpha.com/article/4162285-facebook-feeding-frenzy-time-pause -...https://seekingalpha.com/article/4162285-facebook-feeding-frenzy-time-pause - and provided a framework for how someone could update their views on a company. We take a look at that framework to see how it can be an example for investors, and where it might fall short.

Topics covered:

A summary of the professor's thesis and our three top
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2961falsefullhttps://www.spreaker.com/episode/behind-the-idea-11-google-quality-but-at-what-price--51972353https://seekingalpha.com/article/4160296-nows-time-buy-discounted-tech-giant - that the recent dip is a buying opportunity.
Topics covered include:
The ups and downs of the buy the dips strategy (1:20)
The quality of Google as a company (8:15)
Potential threats to Google's moat (13:00)
Risks David Trainer brings up and whether a
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/427596360Tue, 10 Apr 2018 10:10:58 +0000Seeking AlphaGoogle is a great company. Is it a good investment? How much should you pay up for quality? That's the topic of this week's Behind The Idea, as we look at David Trainer's argument -...https://seekingalpha.com/article/4160296-nows-time-buy-discounted-tech-giant - that the recent dip is a buying opportunity.
Topics covered include:
The ups and downs of the buy the dips strategy (1:20)
The quality of Google as a company (8:15)
Potential threats to Google's moat (13:00)
Risks David Trainer brings up and whether a
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3023falsefullhttps://www.spreaker.com/episode/behind-the-idea-10-what-s-going-on-with-general-electric--51972408Topics discussed on this episode:
The backdrop of GE's situation (1:55 minute mark)
Buffett's interest and the principle of coattail riding (3:00)
Cove
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The backdrop of GE's situation (1:55 minute mark)
Buffett's interest and the principle of coattail riding (3:00)
Cove
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3000falsefullhttps://www.spreaker.com/episode/behind-the-idea-9-proteostasis-or-how-clinical-data-is-in-the-eye-of-the-beholder--51972227Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/420016992Mon, 26 Mar 2018 09:51:33 +0000Seeking AlphaData is accepted as hard currency in this day and age, but can it always be believed? We look at Kerrisdale Capital Management's short idea on Proteostasis and the different ways they and other investors have looked at the data for PTI's key phase II...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2604falsefullhttps://www.spreaker.com/episode/behind-the-idea-8-thor-and-the-cycle-an-investing-fable--51972311https://seekingalpha.com/author/doctorx/articles#regular_articles) about his thesis on the RV maker and why he thinks the bull case has miles in front of it. Topics covered:
How to deal with THO's cyclical nature? (2:45 minute mark);
Looking at the RV cycle specifically (4:55);
What about oil prices and rising rates? (9:40);
Millennials as RV Buyers (12:15);
Tariffs as a he
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/416443389Tue, 20 Mar 2018 10:08:09 +0000Seeking AlphaInvesting in a cyclical stock at peak earnings can lead to a bumpy ride. What road will Thor Industries follow? We speak with DoctoRx (https://seekingalpha.com/author/doctorx/articles#regular_articles) about his thesis on the RV maker and why he...https://seekingalpha.com/author/doctorx/articles#regular_articles) about his thesis on the RV maker and why he thinks the bull case has miles in front of it. Topics covered:
How to deal with THO's cyclical nature? (2:45 minute mark);
Looking at the RV cycle specifically (4:55);
What about oil prices and rising rates? (9:40);
Millennials as RV Buyers (12:15);
Tariffs as a he
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2453falsefullhttps://www.spreaker.com/episode/behind-the-idea-7-halcon-resources-learning-to-fly--51972400 https://seekingalpha.com/author/laurentian-research/articles#regular_articles&ticker=hk - to see if the shale-oil company can turn it around. Items covered (with times in the podcast in parentheses) - Halcón's background (1:25), Laurentian Research's case (2:40), How to value HK's land (5:25), The true base rate and second-
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/412698738Mon, 12 Mar 2018 20:46:56 +0000Seeking AlphaHas anything changed for oil companies, and for Halcón Resources specifically? That's the topic of this week's Behind The Idea, as we look at Laurentian Research's three-part series -... https://seekingalpha.com/author/laurentian-research/articles#regular_articles&ticker=hk - to see if the shale-oil company can turn it around. Items covered (with times in the podcast in parentheses) - Halcón's background (1:25), Laurentian Research's case (2:40), How to value HK's land (5:25), The true base rate and second-
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2391falsefullhttps://www.spreaker.com/episode/behind-the-idea-6-the-tile-shop-hits-the-floor--51972215https://seekingalpha.com/article/4151019-tile-shop-value-left-shares) that The Tile Shop can turn things around, as well as why retail turnarounds can be such a graveyard for investors.
Topics covered:
A review of TTS's unhappy 2017 (1:30)
Breaking down Rogus's TTS article (4:30)
The elephant in the room (Amazon (AMZN)) and a potential fence against it (14:40)
Are the gross margins su
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/408898497Mon, 05 Mar 2018 09:40:04 +0000Seeking AlphaEveryone loves a comeback story, but do they actually work in investing? Behind The Idea looks at Michael Rogus's argument (https://seekingalpha.com/article/4151019-tile-shop-value-left-shares) that The Tile Shop can turn things around, as well as why...https://seekingalpha.com/article/4151019-tile-shop-value-left-shares) that The Tile Shop can turn things around, as well as why retail turnarounds can be such a graveyard for investors.
Topics covered:
A review of TTS's unhappy 2017 (1:30)
Breaking down Rogus's TTS article (4:30)
The elephant in the room (Amazon (AMZN)) and a potential fence against it (14:40)
Are the gross margins su
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2403falsefullhttps://www.spreaker.com/episode/behind-the-idea-5-gilead-s-hunt-and-the-crispr-crapshoot--51972371Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/405542919Mon, 26 Feb 2018 18:46:16 +0000Seeking AlphaMergers & Acquisitions (M&A) garner headlines and lead to big returns for the right investors, but they can often be a bit of a crapshoot, especially in the Pharmaceutical industry. SA author Biosci Capital Partners makes the case in two articles that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2408falsefullhttps://www.spreaker.com/episode/behind-the-idea-4-everybody-s-a-burrito-expert--51972369https://seekingalpha.com/article/4146340-chipotle-fact-checking-gray-area-reports.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/401861967Mon, 19 Feb 2018 09:44:13 +0000Seeking AlphaEverybody's a burrito expert, which makes it a lot harder to have an edge. That makes investors susceptible to their own psychological biases. Behind The Idea looks at debut Seeking Alpha author Stephen Moseley's thesis on the market's overreaction to...https://seekingalpha.com/article/4146340-chipotle-fact-checking-gray-area-reports.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2522falsefullhttps://www.spreaker.com/episode/behind-the-idea-3-teva-s-tribulations--51972235https://seekingalpha.com/article/4134268-whether-restructures-gets-acquired-teva-buy
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/399494211Wed, 14 Feb 2018 14:01:19 +0000Seeking AlphaTeva Pharmaceuticals, the Israeli generic pharmaceutical giant, has fallen on hard times recently. But does that mean they actually have the government over a barrel? Seeking Alpha's Behind The Idea looks at Christiana Friedman's case for why Teva is...https://seekingalpha.com/article/4134268-whether-restructures-gets-acquired-teva-buy
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2004falsefullhttps://www.spreaker.com/episode/behind-the-idea-2-papa-don-t-preach--51972459https://seekingalpha.com/article/4139703-papa-johns-time-order-takeout.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/391788393Tue, 30 Jan 2018 09:17:57 +0000Seeking AlphaJohn Schnatter, the eponymous Chairman of Papa John's, stepped into the political quagmire of NFL players kneeling during the National Anthem, and subsequently stepped down from the CEO role. An opportunity for investors? Seeking Alpha's Behind the...https://seekingalpha.com/article/4139703-papa-johns-time-order-takeout.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2079falsefullhttps://www.spreaker.com/episode/behind-the-idea-1-watt-s-electrifying-news--51972194https://seekingalpha.com/article/4135027-energous-succeeds-stock-market-game. We look at how hype manifests
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/389410947Fri, 26 Jan 2018 13:33:42 +0000Seeking AlphaSeeking Alpha editors Mike Taylor and Daniel Shvartsman go behind the idea to discuss Amit Ghate's thesis on controversial tech company Energous(WATT). The small tech company announced big news - FCC approval for one of their technological designs -...https://seekingalpha.com/article/4135027-energous-succeeds-stock-market-game. We look at how hype manifests
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