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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 ... more
FAQs about Behind The Idea:How many episodes does Behind The Idea have?The podcast currently has 104 episodes available.
February 19, 2018Behind The Idea #4: Everybody's A Burrito ExpertEverybody'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 reports about Chipotle's food safety, and how our biases keep us from seeing the story straight: https://seekingalpha.com/article/4146340-chipotle-fact-checking-gray-area-reports.Learn more about your ad choices. Visit megaphone.fm/adchoices...more43minPlay
February 14, 2018Behind The Idea #3: Teva's TribulationsTeva 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 a heads you win tails you don't win investment. https://seekingalpha.com/article/4134268-whether-restructures-gets-acquired-teva-buyLearn more about your ad choices. Visit megaphone.fm/adchoices...more34minPlay
January 30, 2018Behind The Idea #2: Papa Don't PreachJohn 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 Idea looks at Akram's Razor's case for Papa John's to go private - https://seekingalpha.com/article/4139703-papa-johns-time-order-takeout.Learn more about your ad choices. Visit megaphone.fm/adchoices...more35minPlay
January 26, 2018Behind The Idea #1: WATT's Electrifying NewsSeeking 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 - shortly before the end of 2017 and the stock's price more than tripled overnight. Amit Ghate argued that the company was playing investors in his article: https://seekingalpha.com/article/4135027-energous-succeeds-stock-market-game. We look at how hype manifestsLearn more about your ad choices. Visit megaphone.fm/adchoices...more38minPlay
FAQs about Behind The Idea:How many episodes does Behind The Idea have?The podcast currently has 104 episodes available.