Behind The Idea

Informações:

Synopsis

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 whats happening with the underlying company, what the authors case is, how well s/he made that case, and what we can learn from this investment story. A breakdown that we hope is both timely and evergreen, educational and entertaining for investors. Disclaimer: Nothing on Behind The Idea should be taken as investment advice.

Episodes

  • Behind The Idea #4: Everybody's A Burrito Expert

    19/02/2018 Duration: 42min

    Everybody's a burrito expert, which makes it a lot harder to have an edge. That makes investors susceptible to their own psychological biases. Behind The Idea looks at debut Seeking Alpha author Stephen Moseley's thesis on the market's overreaction to reports about Chipotle's food safety, and how our biases keep us from seeing the story straight: https://seekingalpha.com/article/4146340-chipotle-fact-checking-gray-area-reports. Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Behind The Idea #3: Teva's Tribulations

    14/02/2018 Duration: 34min

    Teva Pharmaceuticals, the Israeli generic pharmaceutical giant, has fallen on hard times recently. But does that mean they actually have the government over a barrel? Seeking Alpha's Behind The Idea looks at Christiana Friedman's case for why Teva is a heads you win tails you don't win investment. https://seekingalpha.com/article/4134268-whether-restructures-gets-acquired-teva-buy Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Behind The Idea #2: Papa Don't Preach

    30/01/2018 Duration: 35min

    John Schnatter, the eponymous Chairman of Papa John's, stepped into the political quagmire of NFL players kneeling during the National Anthem, and subsequently stepped down from the CEO role. An opportunity for investors? Seeking Alpha's Behind the Idea looks at Akram's Razor's case for Papa John's to go private - https://seekingalpha.com/article/4139703-papa-johns-time-order-takeout. Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Behind The Idea #1: WATT's Electrifying News

    26/01/2018 Duration: 37min

    Seeking Alpha editors Mike Taylor and Daniel Shvartsman go behind the idea to discuss Amit Ghate's thesis on controversial tech company Energous(WATT). The small tech company announced big news - FCC approval for one of their technological designs - shortly before the end of 2017 and the stock's price more than tripled overnight. Amit Ghate argued that the company was playing investors in his article: https://seekingalpha.com/article/4135027-energous-succeeds-stock-market-game. We look at how hype manifests Learn more about your ad choices. Visit megaphone.fm/adchoices

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