Through three episodes to this point on Joel Greenblatt's You Can Be A Stock Market Genius, Mike and I have discussed what we like about his famous special situation investing strategies, and what doesn't work. We've also shared our enthusiasm for the light touch he applies to his writing, and the way he doesn't appear to take himself too seriously. Chapters 7 and 8 bring that feeling home. Chapter 7 because it shares how Greenblatt advises his readers to do the actual research, and one component is to borrow ideas from other investors. It's an obvious concept when you think about it, but it also suggests a touch of humility that plays out throughout the book. We look at Greenblatt's sources and favorite books to understand the rest of the book better. Then, Chapter 8 is the shortest chapter, and it underlines Greenblatt's entire philosophy as I understand it. Basically, investing and growing your money can give you time and options later on. When active vs. passive remains a hotly contested topic, and when nobody is satisfied with even a 10+ year bull market, it's worth remembering that you should invest if you enjoy it, and the goal is to buy you time to do the things you want to do with the people you want to do them with, and nothing more or less. We discuss the philosophy and the minutiae on our concluding episode about Greenblatt's book. Topics Covered  3:40 minute mark - The highlights of Chapter 7 8:40 - Coattail riding in today's market 18:40 - Thoughts about sources listed in the book and their relevance 22 years later. 21:00 - Reviewing Greenblatt's favorite books 27:00 - The philosophy: money is time. Do we buy? 35:30 - Final dad jokes and notes from the book.

Behind The Idea #89: You Can Be A Stock Market Genius, Pt. 4

Safety in Value, a Seeking Alpha Marketplace author, joins us to discuss his Bluegreen Vacations thesis. He likes the stock as it trades below its previous deal price, and likes the underlying business as well. We discuss those elements, the risks to parent company BBX Capital's bid, and, because we couldn't resist, how this fits into Joel Greenblatt's investing philosophy. Topics Covered  3:30 minute mark - BBX angle and the costs of two public companies 7:00 – The lowball risk 11:00 – The underlying business and the Manhattan club 17:30 – Timeframe for this position 24:00 – Guest take on Joel Greenblatt’s book

Behind The Idea #90: Bluegreen's Attractive Location

This trailer previews our initial two shows on our newest podcast channel, The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor.  Our excerpt for Value Investor's Edge Live is from our first episode, where J Mintzmyer speaks with Robert Bugbee of Scorpio Tankers about the company's comfortable cash position and the pending catalyst of IMO 2020.  Our excerpt from The Razor's Edge is from the first episode, which covers Disney, Netlfix, and the streaming universe. Daniel Shvartsman asks Akram's Razor about whether Netflix can solve a budding challenge - too much content on the service.  The Investing Edge is a podcast channel on Seeking Alpha that features shows from different Seeking Alpha authors, with a focus on their unique investing style. Authors will speak with CEOs and industry experts, break down key market stories and topics, and share insights on how they research new investments.  The first two shows on The Investing Edge are:  Value Investor's Edge Live, hosted by J Mintzmyer of Value Investor's Edge. The show will feature J's conversations with publicly traded shipping company CEOs, sector experts, and fellow deep value investors about their companies and investing approaches.  The Razor's Edge, hosted by SA podcast host Daniel Shvartsman and Seeking Alpha author Akram's Razor of The Razor's Edge.

The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge

Tim Heitman of Investing 501 joins us to discuss his Hill International thesis. He likes the stock as a turnaround story and on growing gross profits, as well as some accounting quirks that may be hiding the opportunity from the market.&nbsp;

Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)

Not that price is truth, but the price chart for Range Resources over the past five years is really ugly. But the company has long been a favorite of Seeking Alpha authors. We try to pick apart this bearish market consensus vs. bullish author sentiment with an idea from KCI Research Ltd. on the company and why its valuation is too cheap to ignore. Topics covered  8:15 minute mark - The guts of the contrarian case 15:30 - Breaking down the accounting for RRC's book value 25:00 - The benefit of cleaning up the balance sheet even in a low-interest rate environment 33:30 - Risk tolerance among KCI Research Ltd, other authors. 38:30 - Final thoughts

Behind The Idea #92: Finding The Range For Range Resources

On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. A breakdown that we hope is both timely and evergreen, educational and entertaining for investors. Disclaimer: Nothing on Behind The Idea should be taken as investment advice.

Seeking Alpha - Behind The Idea