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
Dealable, 15th August 2025
In this episode, Brian and Mik launch a new segment called “Dealable”—where they set aside strict analysis and let their imaginations run on mergers, acquisitions, par...
Theory Check-In: ANSYS/Synopsys, Foundries, and VKTX
(This show was recorded on 31st July 2025)Brian and Mik catch up on a few investment ideas they have been followingWhat we coverANSYS × Synopsys: the deal closed; why ...
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...