Behind The Idea

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.
Interesting and fun!
2019/08/31
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
2018/11/17
As with all investment discussions, do your own work. Generally good talk about ideas.
Poor audio quality
2019/07/19
Good content, but audio quality very poor
Pretty mediocre analysts
2019/04/14
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.
Interesting and Informative
2019/03/20
Love this podcast! You ask the guests super insightful questions. I really like when you interview a bull and a bear for a particular company. I like that you both don’t act like “know it alls”. It’s a casual open-minded, intelligent conversation. Keep up the good work!
Extremely poor audio quality
2019/03/12
Content is ok, but audio quality is extremely poor. Cannot recommend this podcast.
Get help for your stutter
2019/02/24
Tried the PCG episode. Alexandra (the guest) seemed really knowledgeable but the dude interviewing her sounded like he was tweeking out. Do yourself a favor and write your questions down so you can use your words. Content seemed like it could be good, if they prepared a bit better.
who is the band?
2018/10/31
I like the podcast a lot. Who is the band at the beginning and end?
Insightful
2018/10/22
Where else can you find in depth, quality discussions about the financial market with no-strings-attached? This podcast is especially useful for a noob like myself still learning what questions I need to be asking when analyzing securities.
Critical Thinking 101 for the Investor Class
2018/10/14
The casual conversation style of the show belies how well studied the hosts are; their irreverence does not come from ignorance. They don't accept or dismiss things lightly, but rather spur critical thinking among the investor class, insisting on thoughtful inquisition - without offering any answers.
簡介
資訊
- 創作者Seeking Alpha
- 活躍年代2018年 - 2019年
- 集數104
- 年齡分級兒少適宜
- 版權© Copyright Seeking Alpha
- 節目網站