Behind The Idea

Seeking Alpha

3.8 (74)
INVESTING

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.

See All (104)

TRAILER

Introducing The Cannabis Investing Podcast

The cannabis sector has had a ton of interest in the markets over the last few years as it struggles towards legitimacy and normalcy. We saw this on Behind the Idea when covering Canopy Growth in October and when covering Aphria and its controversial acquisitions in December. With that in mind, here's a preview of the newest Seeking Alpha podcast, The Cannabis Investing Podcast. This podcast will speak with industry experts and analysts to see where this sector might go. Check it out! Learn more about your ad choices. Visit megaphone.fm/adchoices

03/18/2019

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3 min

3.8

out of 5

74 Ratings

Interesting and fun!

08/31/2019

gk_manutd

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).
Pretty solid

11/17/2018

Bill Brewster

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

07/19/2019

highandlow1

Good content, but audio quality very poor
Pretty mediocre analysts

04/14/2019

Dunbelieveable

These guys are Pretty mediocre analysts. They have a huge value tilt, which is annoying when it comes to growth stocks. I would prefer to hear from them about value stocks. Stay in your lane. Also they interrupt each other a lot.

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.