After 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...

$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 does...

In 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 un...

OpenAI 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 structu...

The 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 ...

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...

(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...

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...

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...

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...

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...

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...

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...

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-...

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...

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...

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...

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...

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 /...

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...