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	Titre	Date	Durée
	Roblox Business Analysis: The Digital Nation State	06 Sep 2025	00:44:10
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠Youtube: ⁠https://www.youtube.com/@TheDeepValue⁠
	What's Wrong, Warren?	06 Sep 2025	00:29:53
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠Youtube: ⁠https://www.youtube.com/@TheDeepValue⁠
	Decoding Wall Street's Fear Gauge: A Deep Dive into the VIX and Its Market Secrets	25 Aug 2025	00:20:26
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————
	JD.com (Business Value Intelligence)	28 May 2025	00:26:40
This episode provide a comprehensive financial and strategic analysis of JD.com, a prominent Chinese e-commerce and logistics company. They cover its business model, revenue streams, and cost structure, highlighting the significance of its proprietary logistics network and direct sales approach. The analysis also examines JD's management team, governance structure, and major shareholders, including insights into leadership transitions and founder control through a dual-class share structure. Furthermore, the sources review historical financial performance, discuss recent share buyback programs and dividend initiation, and analyze the trading activity of notable value investors. The report concludes with an intrinsic value estimation using methodologies inspired by Warren Buffett and a summary of potential catalysts and risks facing the company. Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple Podcasts or Youtube channel: Deep Value Investing!
	Annie Duck: Modern Decision Philosopher	28 May 2025	00:22:28
Annie Duke, a former professional poker player and cognitive psychologist, presenting her as a modern philosopher focused on practical decision-making. They analyze her core principles, such as "thinking in bets" to navigate uncertainty, the error of "resulting" (judging decisions solely by outcomes), identifying and mitigating cognitive biases, learning effectively from experience, and the strategic power of "quitting". The texts detail how her academic background and poker career informed her unique approach, highlighting her books, consulting work, and educational initiatives as key vehicles for disseminating her philosophy and providing practical frameworks and tools for better decision-making in an uncertain world.
	PDD (Business Value Intelligence)	27 May 2025	00:35:24
This episode presents a comprehensive financial and strategic analysis of PDD Holdings, examining both its domestic platform Pinduoduo and international platform Temu, incorporating recent Q1 2025 earnings data. It details PDD's social commerce business model and diverse revenue streams, primarily from online marketing and transaction services. The analysis identifies significant short-term challenges such as slowing growth, increasing competition, and international trade frictions, alongside long-term risks like market saturation, regulatory pressures, and geopolitical tensions impacting Temu. A thorough examination of the company's cost structure highlights heavy variable spending on marketing and fulfillment, while the section on management and governance describes the co-CEO leadership and influential founder ownership. The report also discusses shareholder activity, noting concentrated insider control and the recent, albeit modest, share buyback program, concluding with intrinsic value estimations using a discounted cash flow model that suggests the stock is potentially undervalued despite near-term headwinds revealed in the Q1 2025 results. Speak out Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
	Value Investing Principles: Discounted Cash Flow Explained	27 May 2025	00:21:23
This episode present a comprehensive analysis of the Discounted Cash Flow (DCF) valuation model, explaining its fundamental principles rooted in the time value of money and its use in determining a company's intrinsic value. They detail the core components of a DCF analysis, including projecting Free Cash Flows (FCF), determining the Weighted Average Cost of Capital (WACC) as the discount rate, and calculating a Terminal Value for cash flows beyond the explicit forecast period. The text applies this methodology to the top 20 S&P 500 companies under two scenarios based on historical FCF growth rates, highlighting the significant sensitivity of valuations to growth and discount rate assumptions. Ultimately, the sources emphasize that while DCF is a powerful tool for fundamental analysis and investment decisions, its results are estimates highly dependent on subjective inputs and should be used in conjunction with other methods. Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple Podcasts or Youtube channel: Deep Value Investing!
	The Relationship Between Warren Buffett and Sequoia	27 May 2025	00:19:26
This episode compares and contrast the investment approaches of Warren Buffett, primarily through Berkshire Hathaway, and Sequoia Capital, a venture capital firm. They highlight the fundamental differences in their strategies, with Buffett focusing on value investing in established, public companies and Sequoia concentrating on early-stage, high-growth technology startups. A key clarification is made distinguishing Sequoia Capital from the separate Sequoia Fund, which has historical ties to Buffett. The texts also explore how both entities are navigating the modern investment landscape, including the impact of Artificial Intelligence and macroeconomic conditions, while maintaining their core philosophies. Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple Podcasts or Youtube channel: Deep Value Investing!
	Occidental Petroleum (OXY Value Intelligence, Risk and Financial Analysis)	27 May 2025	00:28:40
This episode analyzes Occidental Petroleum (OXY), focusing on its business model across oil & gas, chemicals, and midstream segments, highlighting the dominance of oil & gas revenue. They examine its financial performance, including volatile historical results, recent strong Q1 2025 earnings surpassing expectations, significant debt reduction, and a shift towards shareholder returns via buybacks and dividends. The analysis emphasizes OXY's strategic direction, particularly investments in low-carbon ventures like Direct Air Capture, alongside operational efficiencies and acquisitions like CrownRock, while acknowledging the inherent risks of commodity price swings and the capital-intensive nature of its new initiatives. A value investor perspective, heavily influenced by Berkshire Hathaway's large stake, suggests the stock may be undervalued based on discounted future cash flows. Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple Podcasts or Youtube channel: Deep Value Investing!
	Walmart (Value Analysis, Business Intelligence, Risks, etc.)	27 May 2025	00:16:28
This episode provides a structured analysis of Walmart Inc. (WMT), offering a business overview, outlining key financial data including sales mix, income streams, costs, and historical performance, and discussing management structure and shareholder information. It also examines capital return strategies and offers a valuation perspective from a value-investing viewpoint, highlighting potential risks and challenges. The information is presented with a financial disclaimer, emphasizing that it's based on publicly available data and not investment advice, and includes details about accompanying charts and a downloadable presentation for further study. Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple Podcasts or Youtube channel: Deep Value Investing!
	Charlie Munger's Mental Models	26 May 2025	00:24:59
This episode explores Charlie Munger's concept of "worldly wisdom," arguing that intellectual success stems not from innate brilliance but from cultivating specific thinking habits. Central to this is building a multidisciplinary latticework of mental models, frameworks drawn from various fields like psychology, economics, physics, and biology, used to understand reality. Key models discussed include Inversion, Circle of Competence, Second-Order Thinking, and understanding the Psychology of Human Misjudgment. While powerful for decision-making and avoiding errors, the text also notes the limitations of models as simplifications and the importance of practice, humility, and continuous learning to avoid misapplication or overconfidence. Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Spotify/Apple Podcasts or Youtube channel: Deep Value Investing!
	Why Buffett Prefers Balance Sheet than Income Statement	26 May 2025	00:10:35
This episode discuss Warren Buffett's strong emphasis on analyzing balance sheets when evaluating companies. They explain that Buffett prioritizes balance sheets over income statements because they provide a more reliable view of a company's true financial health and durability, highlighting factors like low debt, ample cash, and growing shareholder equity. This approach, rooted in value-investing principles, informs Berkshire Hathaway's strategy of maintaining a conservative financial structure, often holding significant cash reserves and avoiding excessive leverage, to ensure long-term stability and strategic flexibility. Financial analysts and biographers concur with Buffett's view, citing it as a cornerstone of Berkshire's sustained success. Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Spotify/Apple Podcasts or Youtube channel: Deep Value Investing!
	‼️Inflation & Polycrisis: The Fiat Experiment	17 Aug 2025	00:07:01
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠Youtube: ⁠https://www.youtube.com/@TheDeepValue⁠
	Lennar Business Deep Value Analysis: Valuation, Growth, and Risks	16 Aug 2025	00:23:28
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠Youtube: ⁠https://www.youtube.com/@TheDeepValue⁠
	Berkshire Hathaway's Q2 2025 Moves: Unpacking Buffett's Strategic Shift to Value and Quality	15 Aug 2025	00:42:52
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠
	Alibaba Q2 2025 Business Deep Value Analysis: Valuation, Growth, and Risks	14 Aug 2025	00:08:50
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠Youtube: ⁠https://www.youtube.com/@TheDeepValue⁠Apple Podcasts: ⁠https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485⁠Spotify: ⁠https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlA⁠
	Tencent 2025 Q2 Deep Value Analysis: Growth, Valuation, and Risks	14 Aug 2025	00:06:58
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠
	SMCI Q2 2025 Deep Value Analysis: Business, Risks and Growth	08 Aug 2025	00:20:24
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	AMD Q2 2025 Deep Value Analysis	08 Aug 2025	00:21:48
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! This comprehensive financial overview examines Advanced Micro Devices (AMD), detailing its business model, revenue streams, and market position within the semiconductor industry. It thoroughly analyzes AMD's financial performance over a decade (2014-2023), contrasting its past struggles with its recent strong growth, improved margins, and robust balance sheet. The analysis also explores short-term and long-term risks, evaluates management effectiveness and shareholder alignment, and applies a Discounted Cash Flow (DCF) model to estimate intrinsic stock value under various growth scenarios, ultimately assessing AMD against Warren Buffett's investment criteria.
	Costco (COST) Q2 2025 Deep Value Analysis	07 Aug 2025	00:18:26
❤️ To support us and track total market temperature, welcome to download iOS App Buffett Indicator from Apple App Store. https://apps.apple.com/us/app/buffett-indicator/id6747404614 Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! This financial research report provides an in-depth analysis of Costco Wholesale Corporation, detailing its recent quarterly earnings, which demonstrate robust growth in sales and profitability. The report outlines Costco's membership-based business model, highlighting its two primary revenue streams: merchandise sales and membership fees. It also examines key operational aspects like its vast warehouse network, membership base, and employee structure, alongside an assessment of short-term and long-term risks that could impact the company. Furthermore, the document offers a comprehensive review of Costco's financial metrics over a ten-year period, evaluates its performance against Warren Buffett's investment criteria, and includes a Discounted Cash Flow (DCF) analysis to determine intrinsic value, ultimately concluding that while Costco is a strong company, its stock currently trades at premium valuations. 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC
	Palantir (PLTR) Q2 2025 Deep Value Analysis	06 Aug 2025	00:16:02
❤️ To support us and track total market temperature, welcome to download iOS App Buffett Indicator from Apple App Store. https://apps.apple.com/us/app/buffett-indicator/id6747404614 Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! The research offers an in-depth analysis of Palantir Technologies (PLTR), focusing on its recent strong financial performance in Q2 2025, driven by its Artificial Intelligence Platform (AIP) and significant U.S. commercial growth. It details the company's business model, including its core platforms (Gotham, Foundry, AIP) and land-and-expand sales strategy. While acknowledging Palantir's operational success, high margins, and founder-led management, the text highlights severe valuation concerns, arguing the stock is priced far above traditional value investing principles, including those of Warren Buffett. The analysis concludes that despite being an exceptional business, its current market price presents an unforgiving entry point for investors seeking a margin of safety.
	[Sep-2025] Inside Value Line Survey	05 Sep 2025	00:12:24
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠Youtube: ⁠https://www.youtube.com/@TheDeepValue⁠
	Net Income vs. Owner's Earnings: Which one Buffett cares about more?	06 Aug 2025	00:14:27
The provided text explains the crucial distinction between Net Income and Owner's Earnings, highlighting how the former measures accounting profit while the latter represents the true cash available to owners after operational and maintenance expenses. It clarifies that Owner's Earnings, often approximated by Free Cash Flow, provides a more accurate picture of a company's financial health and its capacity for dividends or buybacks, especially for valuation purposes. The text illustrates these concepts with examples of major tech companies, showing how factors like capital expenditures and non-cash charges create significant gaps between the two metrics, with negative gapsindicating that reported earnings may overstate actual available cash. Ultimately, it advocates for using a cash-based lens for investment analysis, aligning with approaches favored by investors like Warren Buffett.
	📈 The Buffett Test: Which MAG7 Stock Shall Pass? Which S&P 500 Companies Are Financially Bulletproof?	05 Aug 2025	00:57:47
❤️ To support us and track total market temperature, welcome to download iOS App Buffett Indicator from Apple App Store. https://apps.apple.com/us/app/buffett-indicator/id6747404614 This source presents an in-depth financial analysis of the S&P 500's top eight companies—Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta Platforms, Broadcom, and Berkshire Hathaway—over the decade from 2015 to 2025. It identifies mega-capitalization companies, particularly in the technology sector, as driving market power concentration, with Artificial Intelligence (AI) emerging as the primary economic force. The report evaluates these companies using 31 distinct financial metrics, including market-based metrics, profitability and growth metrics, cash flow and capital efficiency metrics, and balance sheet and solvency metrics. The analysis details how these market leaders achieved their dominance, focusing on themes like exponential value creation, intense capital expenditure, and robust financial strength, providing a quantitative framework for their future prospects in an AI-driven economy. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	Berkshire Hathaway (BRK) Q2 2025 Deep Value Analysis	03 Aug 2025	00:21:52
This document provides a comprehensive financial and strategic analysis of Berkshire Hathaway Inc. (BRKB), focusing on its unique business model, diverse earnings sources, and robust balance sheet. It includes a detailed review of Q1 2025 earnings, distinguishing between volatile GAAP net earnings and stable operating earnings, and breaking down performance by segment. The analysis also explores the company's corporate governance, management team, capital allocation strategies (especially share buybacks), and evaluates its financials against Warren Buffett's investment criteria, concluding with a Discounted Cash Flow (DCF) valuation to assess intrinsic value and recommend a cautious investment approach due to its current valuation. ❤️ To support us and track total market temperature, welcome to download iOS App Buffett Indicator from Apple App Store. https://apps.apple.com/us/app/buffett-indicator/id6747404614 Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	Apple Q2 2025 Business Deep Dive: Valuation and Growth	02 Aug 2025	00:15:33
❤️ To support us and track total market temperature, welcome to download iOS App Buffett Indicator from Apple App Store. https://apps.apple.com/us/app/buffett-indicator/id6747404614 This financial analysis report comprehensively reviews Apple Inc., examining its Q3 FY2025 earnings which exceeded expectations driven by robust iPhone and Services growth. It details Apple's hybrid hardware-software business model, highlighting the iPhone's dominance and the high-margin Services segment. The report further identifies short-term riskslike tariffs and long-term challenges such as market saturation and regulatory scrutiny. A breakdown of Apple's cost structure, management team, and major shareholders reveals operational efficiency and alignment with investor interests, particularly through its massive share buyback program. Finally, a Warren Buffett-style intrinsic value estimation and financial metric analysis concludes that while Apple is a "great company" by profitability and cash generation, its current valuation is high compared to historical value investing criteria. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	Amazon (AMZN) Q2 2025 Earnings Exposed: Valuation, Growth, Risk Analysis	02 Aug 2025	00:20:49
This source provides a comprehensive investment analysis of Amazon (AMZN), examining its financial performance over the past decade (2014-2024). It meticulously breaks down valuation, cash flow, and balance sheet metrics, offering detailed tables and observations on trends like market capitalization growth, evolving profitability, and debt management. Furthermore, the analysis rigorously evaluates Amazon against Warren Buffett's investment criteria, assessing its adherence to principles such as valuation discipline, consistent cash generation, predictable growth, balance sheet safety, and profitability. Finally, it includes a Discounted Cash Flow (DCF) intrinsic valuation under various growth scenarios, concluding with a summary of findings and an investment recommendation based on both traditional value investing and growth perspectives. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️ To track market temperature and bubble watch, please download iOS App Buffett Indicator from Apple App Store. 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	Buffett's Golden Investing Scorecard: A Quantitative Guide	01 Aug 2025	00:15:45
The provided text outlines Warren Buffett's historical "rule-of-thumb scorecard" for identifying high-quality, durable companies suitable for investment. It details quantitative metrics across profitability, balance sheet safety, growth, and cash generation, such as Return on Equity (ROE) and Free Cash Flow (FCF), often specifying minimum hurdles or average performance over a decade. Beyond these numbers, the document emphasizes qualitative filters like a strong economic moat and rational management, which Buffett prioritizes. The text also explains the origins of these thresholds, deriving them from Buffett's own writings, analyses of his past investments, and established investing screens, presenting them as guidelines rather than rigid rules for making informed investment decisions. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://gofund.me/69df9c89 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	Meta (META) Q2 2025 Earnings Exposed‼️ Valuation, Growth, Risks Analysis	31 Jul 2025	00:19:37
This extensive financial analysis provides a comprehensive overview of Meta Platforms (META), detailing its Q2 2025 earnings which showcased strong revenue and profit growth driven by its core advertising business. It examines Meta's business model, emphasizing the dominance of ad revenue from its vast user base, while also discussing the nascent but loss-making Reality Labs segment and new initiatives like Meta Verified. The report then identifies key short-term and long-term risks Meta faces, including regulatory challenges, economic cyclicality, and its significant metaverse investments, before breaking down the company's cost structure into its fixed and variable components. Finally, it thoroughly assesses Meta's management team, shareholder dynamics, and aggressive share buyback program, concluding with a Warren Buffett-style intrinsic value estimation and an evaluation of Meta against various Buffett financial criteria, ultimately suggesting Meta is a high-quality company that currently trades at a price offering limited margin of safety. Links: Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue
	UnitedHealth Group (UNH) Q2 2025 Earnings Exposed: Valuation, Growth, Risks Analysis	30 Jul 2025	00:21:37
This deep research report on UnitedHealth Group (UNH) offers a comprehensive overview of the company's financial health, operations, and intrinsic value. It details Q2 2025 earnings, which showed revenue growth but a miss on earnings per share due to higher medical costs, leading to a trimmed full-year outlook. The report also explains UNH's diversified business model, highlighting its two main segments: UnitedHealthcare (insurance) and Optum (health services), and discusses short-term and long-term risks such as rising medical costs and regulatory pressures. Finally, it analyzes UNH's cost structure, management team, top shareholders, share buyback strategy, and provides an intrinsic value estimation using a Warren Buffett-style approach, suggesting the stock may be significantly undervalued. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	Cadence Design Systems (CDNS) Business Intelligence: Financials, Fundamentals, Risks	29 Jul 2025	00:20:39
This comprehensive financial and business research document provides a thorough overview of Cadence Design Systems (CDNS), a leading electronic design automation (EDA) software company. It begins by highlighting Cadence's strong Q2 2025 earnings, showcasing robust revenue growth, high profitability (excluding a one-time charge), and an optimistic raised full-year outlook driven by AI-powered solutions and diversified segments. The analysis then explores Cadence's core business model, emphasizing its recurring subscription revenue from mission-critical software and intellectual property (IP), and discusses both short-term risks (like geopolitical trade restrictions) and long-term challenges (such as competition and potential market saturation). Further sections break down the company's fixed-cost structure (dominated by R&D), evaluate the management team's performance and shareholder alignment, and identify the top institutional shareholders and their passive support. Finally, it examines Cadence's share buyback program and provides a Warren Buffett-style intrinsic value estimate, concluding that the stock's current valuation is elevated despite the company's otherwise exceptional financial health and durable competitive advantages. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Youtube: https://www.youtube.com/@TheDeepValue
	BUFFETTOLOGY: Moats, Margin of Safety, and Then and Now	28 Jul 2025	00:18:28
This research document presents a multifaceted analysis of PayPal Holdings Inc. (PYPL), synthesizing various expert opinions to recommend a "Hold" position for its stock. The analysis incorporates insights from Market, Social, News, and Fundamentals Analysts, alongside a debate between Bull and Bear Researchers, and ultimately decisions from a Research Manager, Trader, and Risk Management Team. Key considerations include PayPal's global expansion and cryptocurrency initiatives as growth drivers, contrasted with intense competition, regulatory hurdles, and mixed technical indicators that suggest caution. The overarching sentiment advises waiting for upcoming earnings reports and tangible results before making significant investment changes, emphasizing a balanced approach to navigate potential upsides and inherent risks. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	Anthropic‘s $183 Billion Valuation: AI's New Duopoly, Cloud Wars, and the Race for Agentic AI	04 Sep 2025	00:46:02
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠Youtube: ⁠https://www.youtube.com/@TheDeepValue⁠
	💳 Is PayPal Undervalued? A Deep Dive into PYPL’s Intrinsic Value	26 Jul 2025	00:19:00
This analysis provides a comprehensive overview of PayPal Holdings (PYPL), detailing its business model as a digital payments platform generating most revenue from transaction fees. It identifies key risks such as regulatory challenges, economic fluctuations, intense competition, and cybersecurity threats. The report also breaks down PayPal's cost structure, highlighting significant payment transaction expenses and other operational costs. Furthermore, it examines the management team, top shareholders, and governance practices, including extensive share buyback programs. Finally, the analysis offers an intrinsic value estimate using the Buffett method, reviews recent quarterly results, and summarizes ten-year financial trends and ratios, concluding that PayPal exhibits strong cash generation and profitability, albeit with moderating revenue growth. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	🚨 Buffett Indicator at 110% ‼️ Shiller PE at 38 ‼️ Housing Reveal All! Markets Are Screaming Overvaluation ⚠️	25 Jul 2025	00:32:41
This episode offer an in-depth analysis of key market indicators, revealing current economic conditions and potential future trends. They highlight that stock market valuations, as measured by the Buffett Indicator and Shiller CAPE Ratio, are at historically high levels, suggesting overvaluation and potentially lower future returns. Furthermore, the housing market, tracked by the Case-Shiller Index, shows record-high prices that continue to defy gravity, although future affordability concerns due to rising mortgage rates are noted. The texts also discuss the re-inversion of the 2-10 year Treasury yield curve, which historically precedes recessions, signaling continued cyclical risk despite the positive spread. Overall, the sources collectively indicate that risk assets are currently priced for perfection, emphasizing the importance of prudent portfolio management amidst a thin equity-valuation cushion. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	📈 Alphabet (GOOGL) Earnings Report Deep Dive (Q2 2025) ⚠️	24 Jul 2025	00:21:07
This extensive financial research report offers a comprehensive overview of Alphabet Inc. (GOOGL/GOOG), focusing on its business model, financial performance, and market position. It presents detailed quarterly earnings for Q2 2025, highlighting strong revenue and net income growth driven by Google Search and Cloud services. The document further explores Alphabet's revenue streams, its dominant market presence across various platforms, and the short and long-term risks the company faces, including regulatory scrutiny and competitive pressures in the AI landscape. Additionally, it provides an in-depth analysis of Alphabet's cost structure, the composition and performance of its management team, the impact of its top shareholders and unique voting structure, and its recent shift towards significant share buyback programs and dividend initiation. Finally, the report concludes with an intrinsic valuation using a discounted cash flow (DCF) method and a thorough 10-year historical analysis of key financial metrics, showcasing Alphabet’s robust growth, strong profitability, and exceptionally healthy balance sheet. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue
	Q1 Earnings Reports for Top 50 Corporations	24 Jul 2025	00:19:09
Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	🚗 TSLA Earnings Report Deep Dive (Q2 2025) ⚠️	24 Jul 2025	00:25:11
This financial analysis provides a comprehensive overview of Tesla (TSLA), examining its Q2 2025 earnings which showed declining revenue and deliveries but highlighted strategic pivots toward Robotaxi services and new affordable EV models. The document details Tesla's business model, primarily driven by automotive sales with a smaller but growing energy segment, and outlines both short-term headwinds like macroeconomic pressures and long-term risks such as sustained margin compression. It breaks down Tesla's cost structure, emphasizing high fixed costs balanced by decreasing per-unit variable costs, and assesses the management team, led by Elon Musk, alongside shareholder composition and voting dynamics. Finally, the analysis utilizes Warren Buffett's intrinsic value estimation methods (DCF analysis) to suggest that Tesla's current stock price is significantly overvalued when applying conservative to moderate growth assumptions, while also reviewing key financial metrics and trends from 2015-2024, revealing a shift from hyper-growth to a more mature, though still financially strong, company. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue
	🚀 DIDIY Business Intelligence: Financial, Valuation, and Risk Analysis	23 Jul 2025	00:07:33
This episode offers a comprehensive overview of Didi Global's business model, financial performance, and future outlook. It details Didi's primary revenue sources from ride-hailing in China and internationally, alongside "other initiatives." The analysis outlines key risks such as regulatory scrutiny, economic downturns, and increasing competition, while also examining the company's cost structure, distinguishing between fixed and variable expenses. Furthermore, the document assesses management and governance, including leadership, shareholder structure, and recent share buyback initiatives, concluding with a financial evaluation highlighting growth trends, valuation metrics, and a discounted cash flow analysis suggesting potential undervaluation. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️
	Claude AI vs. Wall Street: Who Wins the Future of Finance?	23 Jul 2025	00:25:12
This episode examines the strategic integration of Claude AI into the financial services industry, contrasting its capabilities with those of human financial advisors. It details Claude AI's architectural advantages, such as its large context window and Constitutional AI framework, which enhance its ability to process complex financial documents and ensure safety. The sources emphasize that while AI excels at data analysis and automation, it serves as an augmentation tool, not a replacement, for human advisors who retain irreplaceable strengths in emotional intelligence, nuanced judgment, and fiduciary accountability. Finally, the text explores the significant risks associated with AI deployment, including hallucinations and bias, and proposes strategic recommendations for robust governance and a hybrid human-AI future in finance. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	📈 Russell 2000 at Record Discount: Small-Cap Goldmine or Value Trap? A Better Play Than S&P500 From Now On?	23 Jul 2025	00:36:07
The provided source offers an institutional analysis of the Russell 2000 index, a key barometer for the U.S. domestic economy due to its composition of smaller, domestically focused companies. It critically examines the Russell 2000's valuation, particularly its Price-to-Earnings (P/E) ratio, highlighting the challenges posed by the significant number of unprofitable companies within the index and suggesting alternative, more reliable metrics. The source contrasts the Russell 2000's current historically low valuation against the S&P 500, attributing this wide gap to factors like interest rate sensitivity, credit conditions, economic cycle susceptibility, and the large-cap market's dominance by "Magnificent Seven" technology stocks. Ultimately, it presents the Russell 2000 as a potential "generational opportunity" if the U.S. economy achieves a "soft landing," while also acknowledging the risk of it becoming a "value trap" in a recessionary scenario, emphasizing the need for investors to monitor key economic indicators. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue
	ASML Business Intelligence: Financial, Valuation, Risk Analysis	21 Jul 2025	00:16:55
This comprehensive financial overview examines ASML, a dominant supplier of semiconductor lithography systems, detailing its business model, customer base, and market position. It analyzes both short-term headwinds, such as geopolitical risks and supply chain issues, and long-term structural risks, including potential competition and the slowing of Moore's Law. The document also explores ASML's financial health, scrutinizing its cost structure, management team, shareholder activity, and consistent share buyback programs. Finally, it evaluates the company's valuation, noting its high profitability and strong balance sheet but concluding that its stock is currently priced for high growth, suggesting it may not meet traditional "value investor" criteria. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	💰 Dollar-Cost Averaging EXPOSED: Stop Timing the Market—Turn Volatility into Profit 💰	20 Jul 2025	00:24:15
This episode offers a comprehensive analysis of Dollar-Cost Averaging (DCA), an investment strategy that involves investing fixed sums at regular intervals, regardless of asset price, to mitigate market volatility and reduce timing risk. It explores the core principles, benefits (such as reducing emotional investing and fostering discipline), and various strategic variations like Value Averaging and Enhanced DCA. The sources also critically compare DCA's performance against Lump-Sum Investing (LSI) across different market conditions, generally finding LSI superior in bull markets but DCA advantageous in volatile or bear markets due to its cost-averaging effect and psychological benefits. Finally, the text examines DCA's applicability and considerations across diverse asset classes, including equities, fixed income, real estate (REITs), and cryptocurrencies, emphasizing its suitability for more volatile investments. ———————————————————————— 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️
	[Deep] ValueLine: The Stock Research of Legends; Is it still worth it?	03 Sep 2025	00:24:14
❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8ORInfluence, New and Expanded: The Psychology of PersuasionKindle: https://amzn.to/4619DqLHardcover: https://amzn.to/40a8TMiPaperback: https://amzn.to/40gtwq7————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHReThe Almanack of Naval Ravikant: A Guide to Wealth and HappinessKindle: https://amzn.to/4lx2a7FHardcover: https://amzn.to/4kGX5tfPaperback: https://amzn.to/3ZEMXsC————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q📚 价值投资必读书单————————————————————————沃伦·巴菲特滚雪球中文：⁠https://amzn.to/4kZdt80⁠巴菲特的真本事中文：⁠https://amzn.to/4jU8jJR⁠————————————————————————查理·芒格穷查理宝典简体中文: ⁠https://amzn.to/4jVQslJ⁠影响力简体中文：⁠https://amzn.to/3ZCUV5r⁠————————————————————————金钱哲学金钱心理学中文：⁠https://amzn.to/407ATjz⁠一如既往中文：⁠https://amzn.to/3HFhGPV⁠纳瓦尔宝典：从白手起家到财务自由，硅谷知名天使投资人纳瓦尔智慧箴言录Kindle中文：⁠https://amzn.to/3HH4Elf⁠————————————————————————霍华德·马克斯投资最重要的事：一本股神巴菲特读了两遍的书投資最重要的事：一本股神巴菲特讀了兩遍的書中文（简体）：⁠https://amzn.to/4kJYPSy⁠中文（繁体）：⁠https://amzn.to/4n1xOeT⁠————————————————————————价值投资经典聪明的投资者+证券分析中文：⁠https://amzn.to/4kCoqg9⁠————————————————————————埃隆·马斯克传（李录说他和芒格是一类人 😏）中文：⁠https://amzn.to/401aeVG⁠Youtube: ⁠https://www.youtube.com/@TheDeepValue⁠
	🏠 Case-Shiller vs FHFA: Which Index Should Home Buyers Trust in 2025? Should you buy the dip?	19 Jul 2025	00:22:36
This episode provided sources offer a comprehensive overview of the S&P CoreLogic Case-Shiller Home Price Index, detailing its origins, methodology, and significance as a leading indicator for the U.S. housing market. They explain how the index utilizes a repeat-sales method to track price changes of the same properties over time, aiming to provide a "constant-quality" measure free from compositional bias. The texts also highlight the index's various components (National, 10-City, 20-City, and individual metro indices) and discuss its market implications, particularly its use in financial derivatives. Furthermore, the sources critically examine the index's limitations, such as publication lag, exclusion of new construction and condos, and potential biases in its weighting schemes, while also offering a comparative analysis with the FHFA House Price Index to illuminate different market perspectives. ———————————————————————— 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd ———————————————————————— Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️
	Munger vs Buffett: The Index-Fund Face-Off You Never Knew	18 Jul 2025	00:17:45
This episode examines Charlie Munger's complex and often contradictory stance on index funds, contrasting it with Warren Buffett's strong advocacy for them. Munger, a critic of high-fee active management, nevertheless viewed passive investing as an abdication of individual intelligence and a threat to the efficient allocation of capital, leading to systemic risks and an unhealthy concentration of corporate power in the hands of a few large asset managers. Conversely, Buffett championed index funds as the most sensible and pragmatic option for the majority of investors due to their low costs and ability to consistently outperform most active managers over time, representing a straightforward bet on the long-term growth of the American economy. The article ultimately reconciles Munger's apparent inconsistencies by suggesting he addressed two different audiences: the "know-nothing" investor, for whom indexing is suitable, and the "aspiring intelligent investor," who should strive for active, concentrated investment. ———————————————————————— 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️
	Block Inc. (XYZ) Square Business Intelligence：Financials, Valuation, Risks Analysis	17 Jul 2025	00:18:58
This financial research paper offers an in-depth analysis of Block Inc. (formerly Square), a fintech company operating the Square merchant services and Cash App consumer ecosystems, alongside Afterpay and TIDAL. It examines Block's business model, detailing its revenue sources primarily from transaction fees and subscriptions, and identifies both short-term macroeconomic headwinds and long-term structural risks such as regulatory scrutiny and market competition. The paper breaks down Block's cost structure, distinguishing between variable and fixed expenses, and evaluates the management team's tenure, integrity, and alignment with shareholder interests. Finally, it analyzes major shareholders, share buyback history, and value investor activity before presenting a Buffett-style discounted cash flow (DCF) valuation based on conservative growth scenarios, concluding with a review of Q1 2025 earnings and overall financial trends. Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️ 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
	🧠 Howard Marks: 🫧 On Bubble Watch 2025 Market Analysis	17 Jul 2025	00:35:10
This episode analyzes Howard Marks' 2025 memo, "On Bubble Watch," which offers a sophisticated framework for assessing market risk and investor psychology. Marks defines a bubble as a "state of mind,"emphasizing its psychological rather than purely quantitative nature. The analysis details several cautionary signs in the 2025 market, including extreme concentration in a few large stocks, elevated valuations, and the powerful influence of the "newness" narrative surrounding Artificial Intelligence. However, it also highlights Marks' balanced approach by presenting counterarguments, acknowledging the exceptional quality of today's market leaders and the absence of the most extreme speculative behaviors seen in past bubbles. Ultimately, the text positions Marks' memo not as a prediction of an imminent crash, but as a crucial call for prudence, disciplined risk management,and a re-evaluation of portfolio allocations given the current environment of high risk and potentially low future returns. ———————————————————————— 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️
	📈 Is Oracle Still a Smart Buy? Warren Buffett-Style Valuation Explained! ROIC, FCF, and Buyback Strategy Revealed!	16 Jul 2025	01:08:14
This episode offers a deep financial analysis of Oracle Corporation, covering its business model across cloud services, software licensing, hardware, and consulting. It examines short and long-term risks like intense cloud competition and the challenges of integrating acquisitions, alongside Oracle's cost structure dominated by fixed expenses in R&D and cloud infrastructure. The text also assesses Oracle's management team and governance, highlighting their credibility, capital allocation strategies (especially aggressive share buybacks and dividends), and the significant influence of founder Larry Ellison's ownership. Finally, it provides a detailed financial breakdown with valuation, cash flow, and balance sheet metrics, applying a Warren Buffett-style intrinsic value analysis and reviewing the latest quarterly earnings to project future growth. ———————————————————————— 📚 Value Investing Books Recommendation Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 ———————————————————————— Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP ———————————————————————— Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC ———————————————————————— Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd ———————————————————————— Youtube: https://www.youtube.com/@TheDeepValue Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697 Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️
	Graham vs Munger⚡️: Has Value Investing Outgrown Its Father? From Cigar-Butt” to Wonderful Companies	15 Jul 2025	00:18:41
This episode offers a comprehensive comparison of two pivotal figures in investment philosophy: Benjamin Graham, considered the father of value investing, and Charlie Munger, who profoundly evolved its modern application. It explains how Graham's approach, shaped by the Great Depression, prioritized quantitative metrics, capital preservation, and a "margin of safety" based on price, often leading to the acquisition of "cigar-butt" companies at deep discounts. In contrast, the text highlights Munger's expansion of value investing to focus on "wonderful companies at fair prices,"emphasizing qualitative factors like durable competitive advantages, or "moats," and the importance of a multidisciplinary "latticework of mental models". The See's Candies acquisition is presented as a crucial turning point, demonstrating Munger's influence in shifting the focus from tangible assets to intangible strengths. Ultimately, the text argues that both philosophies, while distinct in their methods, share core principles of rationality, risk aversion, and a long-term perspective, suggesting that modern investors should integrate both Graham's foundational discipline and Munger's sophisticated qualitative judgment for optimal results. 📚 Value Investing Books Recommendation ———————————————————————— Warren Buffett The Snowball: Warren Buffett and the Business of Life Kindle: https://amzn.to/3FVasqy Hardcover: https://amzn.to/3HIfeZ2 Paperback: https://amzn.to/4kBjUOZ Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett) Kindle: https://amzn.to/43Vr5dD Hardcover: https://amzn.to/4n6yNus Paperback: https://amzn.to/45XBBDL ———————————————————————— Charlie Munger Poor Charlie’s Almanack Kindle: https://amzn.to/3Zsw9VB Hardcover: https://amzn.to/4jMExq7 Collector's Edition: https://amzn.to/3SRgsn7 Tao of Charlie Munger Kindle: https://amzn.to/4nk0akT Hardcover: https://amzn.to/44eq8OR Influence, New and Expanded: The Psychology of Persuasion Kindle: https://amzn.to/4619DqL Hardcover: https://amzn.to/40a8TMi Paperback: https://amzn.to/40gtwq7 Howard Marks The Most Important Thing (Uncommon Sense for the Thoughtful Investor) Kindle: https://amzn.to/3Tqb4Yg Hardcover: https://amzn.to/3SRyy8A Paperback: https://amzn.to/45ohdM0 Mastering The Market Cycle: Getting the Odds on Your Side Kindle: https://amzn.to/3HXPmby Hardcover: https://amzn.to/45X6AQq Paperback: https://amzn.to/44oPGYP Money Philosophies The Psychology of Money: Timeless lessons on wealth, greed, and happiness Kindle: https://amzn.to/3FDbO9u Hardcover: https://amzn.to/4kL3TGi Paperback: https://amzn.to/44fpkcC Limited Gift Version: https://amzn.to/4jYomGp Same as Ever: A Guide to What Never Changes Kindle: https://amzn.to/3HXBJcp Hardcover: https://amzn.to/4l7vPno Paperback: https://amzn.to/4k2ZHRe The Almanack of Naval Ravikant: A Guide to Wealth and Happiness Kindle: https://amzn.to/4lx2a7F Hardcover: https://amzn.to/4kGX5tf Paperback: https://amzn.to/3ZEMXsC Classic Principles The Intelligent Investor Kindle: https://amzn.to/45T9OEv Hardcover: https://amzn.to/4l4f7W3 Paperback: https://amzn.to/43ZNyXb Security Analysis, Seventh Edition: Principles and Techniques Kindle: https://amzn.to/442yKak Hardcover: https://amzn.to/3TmEEhg Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Collector Edition: https://amzn.to/4lrgWNd Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! ❤️To support us and bring a Buffett Indicator App alive: https://www.gofundme.com/f/turning-buffetts-wisdom-into-a-daily-tool-for-investors 🎗️

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