All Episodes
Displaying 1 - 15 of 15 in total
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...
IonQ ~ January 2025
An update to our Theory of The Case (TOTC) on IonQ ~ mid-January 2025. We review Jensen Huang's and Mark Zuckerburg's claims about the timeline for useful quantum com...
Bitcoin Deep Dive: Myth, Meme, or Mind-Virus?
In this end-of-year episode, Brian and Mik explore the evolution of Bitcoin—from its mysterious beginnings with Satoshi Nakamoto’s 2008 white paper to its current six-...
Intel Outside
In this episode, we unpack the latest developments at Intel following the sudden resignation of CEO Pat Gelsinger. In this Theory Of The Trade (TOTT) episode, we recou...
Theory Of The Case: IonQ
In this episode of FOMO Investing, we develop our Theory Of The Case (TOTC) on IonQ (IONQ). In TOTC episodes, we have an open-ended discussion on an investment that we...
Betting Markets, Polls and Bias from Elections 2024
In this episode of FOMO Investing, we unpack the outcome of the 2024 elections from a betting market, polling data, and what biases might explain what made them get t...
Theory Of The Case: Viking Therapeutics VKTX
In this episode of FOMO Investing, we develop our Theory Of The Case (TOTC) on Viking Therapeutics (VKTX). In TOTC episodes, we have an open-ended discussion on an inv...
Over-Indexing in Investing
In this episode of FOMO Investing, we kick off Q42024 with a chat about market indices and the pros and cons of index funds. We discuss index funds and how Vanguard /...
Risk and Position Sizing
In this episode of FOMO Investing, Brian and Mik discuss the nuances of risk management in investing, the role of position sizing, and the pros and cons of using lever...
Do CEOs matter?
Episode Summary: In this episode of FOMO Investing, Brian and Mik discuss the role of CEOs in determining the success of companies. They explore whether a CEO's leader...
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...