Behind The Idea

by Seeking Alpha
71

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.

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Recent Reviews
  • 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).
  • highandlow1
    Poor audio quality
    Good content, but audio quality very poor
  • Dunbelieveable
    Pretty mediocre analysts
    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.
  • Renee Jj
    Interesting and Informative
    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!
  • REOExpress
    Extremely poor audio quality
    Content is ok, but audio quality is extremely poor. Cannot recommend this podcast.
  • jane please focus!
    Get help for your stutter
    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.
  • Bill Brewster
    Pretty solid
    As with all investment discussions, do your own work. Generally good talk about ideas.
  • T460s
    who is the band?
    I like the podcast a lot. Who is the band at the beginning and end?
  • Dstarr13
    Insightful
    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.
  • Poe Tee
    Critical Thinking 101 for the Investor Class
    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.
  • dogi smeeth
    Excellent content
    My only complaint is I feel like they are talking in a bathroom.
  • FatTony1553
    Excellent podcast
    I have listened to every episode of these value hipsters pontificate about securities ... always without coming to actual conclusion ... love it
  • Redwolf2000
    Ok content. Poor audio quality.
    The producers of this podcast should improve the audio recording quality.
  • Robyn Kurdek
    Tuesday is my favorite day of the week!
    I look forward to the latest episode of Behind the Idea every Tuesday. Mike and Daniel are a solid duo, serving up interesting insights with interludes of humorous banter. Their investing knowledge and ability to dissect an idea is second to none. I cannot recommend this podcast enough. If you're a Seeking Alpha regular, and/or a serious investor, or both, Behind the Idea is a must-listen, and a must-add to your podcast repetoire. I'd give it 100 stars if I could!!
  • mbrookstaylor
    Great podcast!
    I listen to every episode. (I am a host of the podcast as well.)
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