Behind The Idea
Seeking AlphaOn 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 inves... more
| Publishes | Weekly | Episodes | 104 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Categories | BusinessNewsBusiness NewsInvesting | ||||
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Latest Episodes
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 special series, a more introspective quartet of episod... more
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 also amount to your investing tuition, and that t... more
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 it's valuation is also challenging. Daniel tries t... more
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 that also will have to face a lot of competitors ... more
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Reviews
- Awesome Podcast!!!
Mike & Daniel, hosts of the Behind The Idea podcast, highlight all aspects of business, investing and more in this can’t miss podcast! The hosts and expert guests offer insightful advice and information that is helpful to anyone that listens!
Apple Podcasts5Clarisse Gomez
United States6 years ago - A review
This is a great, funny podcast. Keep ’em coming.
Apple Podcasts5App-man 1337
Sweden6 years ago - Interesting and fun!
Long time listener. I quite enjoy the banter and the attempts to get to the bottom of an investment thesis from different perspectives. I appreciate that they call BS on the "growth at all costs" narrative.
Only criticism would be that they come across as perma-bears (which admittedly, they do acknowledge).
Apple Podcasts4gk_manutdUnited States6 years ago - Poor audio quality
Good content, but audio quality very poor
Apple Podcasts1highandlow1United States7 years ago - „We have no clue“ mentioned like 100times
Why even record a podcast like this when there is absolutely NO value you are adding or no insights?!?
50mins of rambling.
Apple Podcasts1Bmhdde
Germany7 years ago
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Which podcasts are similar to Behind The Idea?
These podcasts share a similar audience with Behind The Idea:
1. Big Take
2. Prof G Markets
3. Pivot
How many episodes of Behind The Idea are there?
Behind The Idea launched 8 years ago and published 104 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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