Sharpen your judgement and critical thinking with decision frameworks that you can reuse.
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...
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...
