Behind The Idea #100: The Alphies 2.0
Behind The Idea #100: The Alphies 2.0
We couldn't wait to get to our year-end review on Behind the Idea, so we're sharing it before your Thanksgiving week tra... Read more
27 Nov 2019
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1hr 3mins
Behind The Idea #99: Why I'm A Bad Investor
Behind The Idea #99: Why I'm A Bad Investor
Over the last two weeks, Mike and Daniel have pitched respective long ideas. This week, we looked backward at mistakes w... Read more
19 Nov 2019
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1hr 1min
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Behind The Idea #98: Varian's Moat May Be Worth The Price
Behind The Idea #98: Varian's Moat May Be Worth The Price
We continue our special November series. Mike shares his long thesis for Varian Medical Systems, an industry leader in o... Read more
12 Nov 2019
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59mins
Behind The Idea #97: Stitch Fix As A Growth Fit
Behind The Idea #97: Stitch Fix As A Growth Fit
We kick off a special November series where we stop breaking down other people's ideas and try to dissect our own. Danie... Read more
5 Nov 2019
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1hr 3mins
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Behind The Idea #96: Teladoc And The Modern Growth Story
Behind The Idea #96: Teladoc And The Modern Growth Story
There are three sorts of stories we've gravitated towards in the past 95 episodes of Behind the Idea: Value traps and/o... Read more
29 Oct 2019
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46mins
Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research
Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research
On this week’s Behind the Idea, we jump right into the long case for a beloved dividend company and notorious corporate ... Read more
22 Oct 2019
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45mins
Behind The Idea #94: The Activating AT&T Signal
Behind The Idea #94: The Activating AT&T Signal
Activists come with a reputation, and few have as big a reputation as Elliott Management. AT&T (T) also comes with a... Read more
15 Oct 2019
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51mins
Behind The Idea #93: Ligand's Shots On Goal Target
Behind The Idea #93: Ligand's Shots On Goal Target
Ligand Pharmaceuticals has been both a strong performer over the past decade and a target of short sellers for some time... Read more
8 Oct 2019
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47mins
Behind The Idea #92: Finding The Range For Range Resources
Behind The Idea #92: Finding The Range For Range Resources
Not that price is truth, but the price chart for Range Resources over the past five years is really ugly. But the compan... Read more
1 Oct 2019
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47mins
Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
Tim Heitman of Investing 501 joins us to discuss his Hill International thesis. He likes the stock as a turnaround story... Read more
27 Sep 2019
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50mins
