Buffett-style value investing, one company at a time: intrinsic value, margin of safety, moats, balance-sheet risk, with a clear Bullish, Neutral or Bearish stance. From DeepValues, the app that gives ordinary investors the capability of a research team: Buffett-method intrinsic value for any stock, annual reports deconstructed to the footnotes, the super investors' 13F moves, alerts when the Buffett Indicator, Shiller PE or VIX change zone. Search DeepValues in the App Store or Google Play. Research: research.deepvalues.ai. Video: YouTube @TheDeepValues. 中文版：深度價值. Not investment advice.
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Guy Spier Made Zero Trades in Q3 With 49% in Berkshire | Investor Playbook
mardi 10 novembre 2026 • Durée 20:02
Guy Spier's Q3 2026 13F shows not a single buy or sell across seven stocks worth $144.3M, with 49% in Berkshire Hathaway. Learn why deliberate inaction is one of the hardest disciplines in value investing when markets reward constant activity.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
Anthropic (ANT) — Bearish? Anthropic's $1.4T IPO: 1,206% Growth, No Margin of Safety
mardi 10 novembre 2026 • Durée 22:05
Bearish on Anthropic (ANT) as of 2026-11-13: $1.4T Fully diluted. Anthropic's S-1 shows $33.2B in nine-month revenue, about 900% net retention and $900.9B in compute commitments, yet the IPO asks $1.4 trillion, roughly 17x run-rate sales. With the roadshow opening this week, we read the filing the way Graham would to test whether any margin of safety is left at $70 to $78 a share.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
Eisman's $850B AI Bubble: 65% of the S&P 500 Exposed
mardi 10 novembre 2026 • Durée 17:32
Steve Eisman shows how an $850 billion AI buildout now ties over 65% of the S&P 500 to two private companies, OpenAI and Anthropic. We test the hyperscalers' moats, free cash flow and debt so you can see what your index fund really owns.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
Baillie Gifford Made $29.5B on Tesla. Is It Overpaying Now? | Investor Playbook
lundi 9 novembre 2026 • Durée 19:45
Baillie Gifford turned one early Tesla bet into a $29.5 billion gain, and today 45% of its $105.9 billion US portfolio sits in just ten names. We run those growth bets through Buffett-style value math to see whether the firm is spotting the future or overpaying for it.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
Data Centers Lost 40 of 41 Votes. Why Microsoft Rose | Investor Playbook
lundi 9 novembre 2026 • Durée 18:53
Voters backed limits on data centers in 40 of 41 local ballot measures, and Texas, home to 25% of planned U.S. capacity, may freeze approvals. Learn why local permission is becoming AI's scarcest input, and how that red tape could quietly widen incumbents' moats.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
NVIDIA (NVDA) — Nvidia's CEO and the Intelligence Leak Aimed at a $2T Moat
lundi 9 novembre 2026 • Durée 17:09
Deep value research on NVIDIA (NVDA) as of 2026-11-13: $2T Value in the. We trace how a U.S. intelligence leak tying Jensen Huang to an alleged Chinese state-security recruit became a weapon in the fight over Nvidia's China chip exports. For value investors, the question now is how much extra margin of safety this policy risk demands.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
Nvidia vs Microsoft: The Math of the $1.8T AI Meltdown | Stock Market
lundi 9 novembre 2026 • Durée 19:38
Damodaran's cash-flow map shows why the AI suppliers generating the most cash lost the most when $1.8 trillion vanished in a single day. Now that the AI trade is splitting into four layers, where a company sits in the food chain decides its risk.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
Nvidia, Moutai, Micron: Duan on Why a 3x PE Can Be a Trap | Value Investing
dimanche 8 novembre 2026 • Durée 18:20
Duan Yongping's November 7 notes on Nvidia, Moutai and Micron reveal one framework: true moats leave a footprint in sustained gross margins, while cheap cyclicals hide a countdown clock. Learn why a stock at 3x earnings can be a trap, not a bargain, while memory-chip profits look their best.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
Amazon's $215B AI Bet vs Apple's $9B: Who Earns It Back? | Stock Market
dimanche 8 novembre 2026 • Durée 19:44
We run the real numbers: Amazon's $215B in CapEx pushed its free cash flow to -$47B, while Apple kept $136B. Then we show why Alphabet's ~$200B build-out needs about $100B in new AI revenue just to earn a 15% return.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
Pabrai Put 60% in Turkey While Skipping the US AI Trade | Investor Playbook
dimanche 8 novembre 2026 • Durée 20:39
Mohnish Pabrai has more than 60% of his $1.5B portfolio in Turkey and nothing in the US AI trade. We unpack the Graham-style math behind that split, and why he sees a flat decade ahead for the S&P 500.
• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes
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Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
