Behind The Idea

Professor Aswath Damodaran joins Behind the Idea this week to discuss Facebook as a follow-up to our episode reviewing h... Read more

Questions have been asked about Alibaba long before news broke that Jack Ma might be leaving soon. We got in on the ques... Read more

On this week’s Behind the Idea, we jump right into the long case for a beloved dividend company and notorious corporate ... Read more

Two things we usually don't do on Behind the Idea are talk about big picture macro-economic ideas, and delve into asset ... Read more

Whitney Tilson is the founder of Kase Learning and was the founder and portfolio manager of Kase Capital. What led him t... Read more

Banks are opaque, thorny, and full of questions. They are also popular investments. Seeking Alpha author Eric Basmajian ... Read more

Set aside the recent price action on pot stocks, and a fact still remains - the marijuana industry looks more and more l... Read more

We speak with longtime Seeking Alpha author and tech investor Akram's Razor about the software as a service (SAAS) secto... Read more

Mergers & Acquisitions (M&A) garner headlines and lead to big returns for the right investors, but they can ofte... Read more

Our Amazon miniseries rolls on to part three, as Professor Aswath Damodaran joins Behind the Idea to explain why he went... Read more

Starbucks is one of the great American growth stories of the last 25-50 years. That story is starting to slow, and Seeki... Read more

We continue our discussion of Joel Greenblatt's classic book, You Can Be A Stock Market Genius, with a focus on chapters... Read more

Activists come with a reputation, and few have as big a reputation as Elliott Management. AT&T (T) also comes with a... Read more

JD.Com is a value investor favorite and the 'hip' China play. Except that it had a terrible 2018, selling off more than ... Read more

We revisit Shopify from all angles to see what the investment case is both for longs and shorts. We had From Growth To V... Read more

Disney is the king of story telling, but the market hasn't been buying what the company is selling. Brian Langis recentl... Read more

It's easy to take shortcuts in investing and to make conclusions based on patterns, trends, or what the consensus is or ... Read more

What's going on with 3M Company? The Q1 earnings report led to the company's worst month in at least a decade, and conce... Read more

Disney's story is one of the more interesting long-running sagas on today's market. We discuss the company's fate and pe... Read more

Through three episodes to this point on Joel Greenblatt's You Can Be A Stock Market Genius, Mike and I have discussed wh... Read more