91 episodes

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.

Behind The Idea Seeking Alpha

    • Business
    • 3.8, 60 Ratings

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.

Customer Reviews

3.8 out of 5
60 Ratings

60 Ratings

gk_manutd ,

Interesting and fun!

Long time listener. I quite enjoy the banter and the attempts to get to the bottom of an investment thesis from different perspectives. I appreciate that they call BS on the "growth at all costs" narrative.

Only criticism would be that they come across as perma-bears (which admittedly, they do acknowledge).

Bill Brewster ,

Pretty solid

As with all investment discussions, do your own work. Generally good talk about ideas.

highandlow1 ,

Poor audio quality

Good content, but audio quality very poor

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