Despre acest podcast
Brian and Mik explore the world of investing through real-world examples and behavioral economics principles.
Episoade
Cele mai noi 20 din 30 episoade
- The Moderna Bear Case With Seedy19 · 1 h 5 min · Episodul 30In our first guest interview on FOMO Investing, we speak with biotech investor and Substack writer Seedy19 about his controversial bearish thesis on Moderna. Moderna's…
- Buffett, Abel, and the Ham Sandwich Test · 32 min · Episodul 29Berkshire Hathaway is entering its next chapter: Warren Buffett has handed the keys to Greg Abel, but the playbook still looks familiar — buy great businesses, stay patient, keep…
- Intuitive Surgical: The Quiet Robotics Compounder · 51 min · Episodul 28A note before listening: We recorded this conversation on May 15, 2026, when Intuitive Surgical was trading at roughly $420 per share. As of July 21, the stock is trading around…
- Abivax, an investing lesson in thinking slow, acting fast · 39 min · Episodul 27Abivax became one of June 2026's wildest biotech stories: a potential best-in-class drug to treat ulcerative colitis, a scary “cancer” headline, a violent selloff, and then a…
- Critics weigh in on SpaceX's IPO · 45 min · Episodul 26Is SpaceX's $1.75 Trillion IPO more like Project Hail Mary or Interstellar? We unpack the SpaceX IPO from a valuation lens. We synthesize the highly varied perspectives from the…
- Michael Burry Unchained and His Newsletter Gang · 36 min · Episodul 25Michael Burry is back, and this time the newsletter gang is paying monthly. We explore his shift from hedge fund manager to Cassandra Unchained newsletter writer, the ideas that…
- Jeremy Raper goes for extra credit at the Humm Group · 39 min · Episodul 24Brian and Mik unpack a live activist situation at Humm Group, a small Australian non-bank lender now facing public pressure from investor Jeremy Raper, who owns ~6% of the…
- 🥂 2 More FOMO — Holiday Special 2025 · 21 min · Episodul 23In this year-end episode, Brian and Mik reflect on FOMO Investing—its origins, how the podcast has evolved, and where they hope to take it in 2026. They revisit key themes from…
- R2 - Rivian Reset? · 17 min · Episodul 22After the post-IPO drawdown, we review whether Rivian is worth another look. Rivian's software-first design, the Volkswagen JV, the R2, as well as its own autonomous driver…
- Sweetgreen (SG), Mixed Greens · 13 min · Episodul 21$15 salads, a 90% drawdown, and a very confused stock market. We explore Sweetgreen as a potential turnaround—what’s broken, what might work, and why demand alone doesn’t save a…
- IonQ Update, November 2025 · 16 min · Episodul 20In this episode of FOMO Investing, Brian and Mik revisit IonQ (IONQ). Building on our original Theory of the Case from November 2024 and our January 2025 update, we unpack recent…
- Dealable — Oct 31: Trillion-Dollar AI, Billion-Dollar Biotech · 36 min · Episodul 19OpenAI is racing toward a trillion-dollar valuation while burning tens of billions on chips, data centers, and Azure commitments. We break down the new capital structure…
- AI Eats Everything · 44 min · Episodul 18The AI & investing episode. Brian and Mik talk about whether AI will actually replace white-collar jobs or just transform them, how professionals can stay relevant by becoming…
- Dealable, 15th August 2025 · 33 min · Episodul 17In 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, partnerships…
- Theory Check-In: ANSYS/Synopsys, Foundries, and VKTX · 51 min · Episodul 16(This show was recorded on 31st July 2025) Brian and Mik catch up on a few investment ideas they have been following What we cover • ANSYS × Synopsys: the deal closed; why a…
- Thesis Grading a multi-year investment in TG Therapeutics (TGTX) · 45 min · Episodul 15In 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 his multi-year…
- Carvana: The Stock Has Been a Wild Ride. Buckle Up for a Test Drive. 🚗 · 42 min · Episodul 14In 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 debate between…
- What is FOMO Investing? · 47 min · Episodul 13For 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 psychology…
- ANSYS + Synopsys Merger - Theory Of The Case · 34 min · Episodul 12In 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 the backbone…
- Checkpoint Therapeutics (CKPT) - Theory Of The Trade · 39 min · Episodul 11In 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 Pharma…
