Behind The Idea
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Behind The Idea
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Behind The Idea
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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 Steady's classic debut, Almost Killed Me. Check out our preview and watch for the release in Aug
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
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
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 t
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 compet
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 junk we might invest in. Examples: Cars.com (CARS), AT&T (T), Dell (DELL), Kelloggs (K) from the
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. We speak with Atlas Research about his bull case for Altria as a stock that will beat the S&
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 with Elliott Management's recent letter advocating AT&T refocus on core businesses. The lette
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 the last 18 months, though, and Seeking Alpha author 8 Diamonds Advisors feels that the stock
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 Seeking Alpha authors. We try to pick apart this bearish market consensus vs. bullish author s
Tim Heitman of Investing 501 joins us to discuss his Hill International thesis. He likes the stock as a turnaround story and on growing gross profits, as well as some accounting quirks that may be hiding the opportunity from the market.
This trailer previews our initial two shows on our newest podcast channel, The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor.Our excerpt for Value
Safety in Value, a Seeking Alpha Marketplace author, joins us to discuss his Bluegreen Vacations thesis. He likes the stock as it trades below its previous deal price, and likes the underlying business as well. We discuss those elements, the ri
Through three episodes to this point on Joel Greenblatt's You Can Be A Stock Market Genius, Mike and I have discussed what we like about his famous special situation investing strategies, and what doesn't work. We've also shared our enthusiasm
Investors looking for value stock investing opportunities with catalysts ahead will be interested in Jorge Robles' perspective on UK low-cost gym operator Gym Group. The company has a reasonable competitive position, a misunderstood path to pro
Chapters 5 and 6 of You Can Be A Stock Market Genius find our hero and author, Joel Greenblatt, walking on the wild side, as he looks at bankruptcies, LEAPs, restructurings, and other 'odder' corners of the market. Bankruptcies and similar topi
We continue our discussion of Joel Greenblatt's classic book, You Can Be A Stock Market Genius, with a focus on chapters 3 and 4.Chapters 3 and 4 of the book are the ones everyone remembers, especially re: spin-offs. The principles Greenblatt l
We are big fans of Joel Greenblatt and his book, You Can Be A Stock Market Genius. We decided to break it down to see how it applies to today’s market, what key lessons are, what the best quotes from the book are, and our favorite Joel Greenbla
Bluegreen Vacations (BXG) is a timeshare developer in a curious situation - its majority owner pulled a bid for the minority of the company due to a since resolved lawsuit, but the shares trade well below the previous offer. Timeshares draw the
Two things we usually don't do on Behind the Idea are talk about big picture macro-economic ideas, and delve into asset classes outside of stocks. We've focused on individual investing ideas through the vast majority of our episodes over the la
We speak with Ed Silverman, a longtime follower of the industry who has run the blog Pharmalot for over a decade. Now on StatNews, he joins us to share his insight on the industry and the pressures its facing, and to follow up on our discussion
Sum of the parts stories. Legacy PC makers. Investing with Michael Dell. Those are three things that, over the past decade, have caused investors heartburn.Thomas Lott published a top idea last week that comes out tomorrow on Dell which combin
Walgreens Boots Alliance (WBA) operates at the intersection of health care and retail. While it appears safer than many retailers, its performance has been familiarly poor. We look at the work of Trapping Value, who has been following the compa
Cars.com (CARS) drew a surprising deal of interest from the Seeking Alpha community, which made it clear that we hadn't dug deeply enough. So we're revisiting it with one of the commenters on that article, CBanks40, a.k.a Cliff Banks. President
This episode of Behind the Idea continues the interview I conducted with Akram's Razor, author of The Razor's Edge and longtime tech investor and Seeking Alpha author. We have the show notes below, and you can check out part one for background.
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