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.
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 St...
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, a...
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 car...
We continue our special November series. Mike shares his long thesis for Varian Medical Systems, an industry leader in oncology treatment devices that...
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 Stit...
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 jun...
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...
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...
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...
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 ...