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Behind The Idea
by SEEKING ALPHA
104 EPISODES
Jan 2022
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Behind The Idea #100: The Alphies 2.0
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Behind The Idea #99: Why I'm A Bad Investor
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Behind The Idea #98: Varian's Moat May Be Worth The Price
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Behind The Idea #97: Stitch Fix As A Growth Fit
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Behind The Idea #96: Teladoc And The Modern Growth Story
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Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research
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Behind The Idea #94: The Activating AT&T Signal
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Behind The Idea #93: Ligand's Shots On Goal Target
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Behind The Idea #92: Finding The Range For Range Resources
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Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
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The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge
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Behind The Idea #90: Bluegreen's Attractive Location
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Behind The Idea #89: You Can Be A Stock Market Genius, Pt. 4
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Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)
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Behind The Idea #87: You Can Be A Stock Market Genius, Pt. 3
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Behind The Idea #86: You Can Be A Stock Market Genius, Pt. 2
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Behind The Idea #85: You Can Be A Stock Market Genius, Part 1
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Behind The Idea #84: Bluegreen And The Busted Bid
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Behind The Idea #83: Paradigm Shifts, Gold, And You
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Behind The Idea #82: Picking Through Pharma Pressures, With Ed Silverman
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Behind The Idea #81: Dell's Crown Jewel, With Thomas Lott
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Behind The Idea #80: Walking Through The Walgreens Bull Case
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Behind The Idea #79: Checking Under Cars.Com's Hood With Cliff Banks
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Behind The Idea #78: SaaS on SaaS With Akram's Razor, Pt. 2
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Behind The Idea #77: SaaS on SaaS And The PagerDuty Short
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Introducing Let's Talk ETFs: 'Aha' ETF Moments With ExponentialETFs' Phil Bak
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Behind The Idea #76: CrowdStrike And The Crowded Market
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Introducing: Let’s Talk ETFs
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Behind The Idea #75: Cars.com's Value Running Out Of Gas
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Behind The Idea #74: Looking For 3M's Growth With Michael Boyd
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Behind The Idea #73: Simon Property Group Vs. The Market
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Behind The Idea #72: MMM And The Growth Trap
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Behind The Idea #71: Starbucks' Fading Buzz
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Behind The Idea #70: Kinder Morgan And DCF 2.0
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Behind The Idea #69: Kinder Morgan Learns Its Lesson With Kirk Spano
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Behind The Idea # 68: Trupanion's Tricky Spot
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Behind The Idea #67: Kinder Morgan And Doing The Same Thing Twice
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Behind The Idea #66: Categorizing The Trupanion Bull And Bear Cases
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Behind The Idea #65: Boeing From The Cockpit
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Behind The Idea #64: Talking Boeing's 737 MAX 8 Issues W/Madhu Unnikrishnan
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Behind The Idea #63: Boeing's Changed Trajectory
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Behind the Idea #62: Lyft Driving Onto The Market's Map
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Behind the Idea # 61: JD's Accounting Issues Persist, With Mithra Forensic Research
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Introducing The Cannabis Investing Podcast
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Behind The Idea #60: Outlining JD.Com's Advantages With Lester Goh
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Behind The Idea #59: The Risk Of Davita's Deal Breaking With Ethan Watkins
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Behind the Idea #58: Davita's Moat And Pricing With Michael Knipp
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Behind the Idea #57: PG&E Faces Looming Liabilities & Political Theater W/Alexandra Scaggs
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Behind The Idea #56: The Forces Behind PG&E's Bankruptcy With WYCO Researcher
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Behind the Idea #55: Shorting The Nasdaq, A Trading Diary In One Act
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