Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.
Recommended Episode
FOMO Investing Intro
In this episode, Mik and Brian discuss the concept of FOMO investing and how to develop a principled approach to investing. They explore the current state of the marke...
Latest Episodes
Thesis Grading a multi-year investment in TG Therapeutics (TGTX)
In this episode of FOMO Investing, Brian O’Neill and Mikhail Bulchandani do a deep dive into one of Brian’s favorite stocks, TG Therapeutics (TGTX). Brian outlines hi...
Carvana: The Stock Has Been a Wild Ride. Buckle Up for a Test Drive. 🚗
In this episode of FOMO Investing, Brian and Mik dive into the volatile world of Carvana, exploring its business model, recent stock performance, and the ongoing debat...
What is FOMO Investing?
For the lucky no. 13 episode of FOMO Investing, we explore the powerful yet often misunderstood force of "Fear of Missing Out" (FOMO) in investing. We unpack the psyc...
ANSYS + Synopsys Merger - Theory Of The Case
In this episode, we develop our Theory Of The Case (TOTC) on the ANSYS + Synopsys merger. We cover the potential upside from the deal. Why ANSYS + Synopsys could be ...
Checkpoint Therapeutics (CKPT) - Theory Of The Trade
In this episode of FOMO Investing, we dive into the full story of Checkpoint Therapeutics, a microcap biotech that just entered into an agreement to be acquired by Sun...