2018 is reaching the finish line, and thus will end the first year of Behind the Idea (and maybe the post crisis bull market?). To celebrate, we're having the first ever Alphies celebration, as Mike Taylor and Daniel Shvartsman work through their favorite guest, the biggest surprises from the ideas they covered, and the most predictable outcomes.
Topics covered
2:15 minute mark – Favorite Guest of the year - from Berna Barshay to Vince Martin to Priya Anand to Aswath Damodaran, and beyond 10:30 – Favorite Story of the year – Shopify vs. Disney vs. Brighthouse Financial vs. National Beverage Corp vs. Crispr Therapeutics 22:00 – Most interesting idea of the year -Alibaba vs. Canopy Growth vs. Ralph Lauren vs. Amazon vs. GM vs. Thor IndustriesBehind The Idea #100: The Alphies 2.0
Behind The Idea #99: Why I'm A Bad Investor
Behind The Idea #98: Varian's Moat May Be Worth The Price
Behind The Idea #97: Stitch Fix As A Growth Fit
Behind The Idea #96: Teladoc And The Modern Growth Story
Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research
Behind The Idea #94: The Activating AT&T Signal
Behind The Idea #93: Ligand's Shots On Goal Target
Behind The Idea #92: Finding The Range For Range Resources
Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge
Behind The Idea #90: Bluegreen's Attractive Location
Behind The Idea #89: You Can Be A Stock Market Genius, Pt. 4
Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)
Behind The Idea #87: You Can Be A Stock Market Genius, Pt. 3
Behind The Idea #86: You Can Be A Stock Market Genius, Pt. 2
Behind The Idea #85: You Can Be A Stock Market Genius, Part 1
Behind The Idea #84: Bluegreen And The Busted Bid
Behind The Idea #83: Paradigm Shifts, Gold, And You
Behind The Idea #82: Picking Through Pharma Pressures, With Ed Silverman
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