Deep Value Investing

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…

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 mar…

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.…

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 manage…

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 Afterp…

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,…

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 r…

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 i…

This episode  offers a comprehensive overview of the Bloomberg Terminal, examining its historical evolution from a dedicated hardware system to a sophisticated software application, emphasizing its a…

This episode offers a comprehensive analysis of two crucial financial metrics: Net Income and Free Cash Flow, explaining their distinct purposes and calculation methods. It highlights that while Net …

This episode provides an in-depth analysis of Meta Platforms (META), detailing its advertising-driven business model, which accounts for approximately 98% of its revenue, and its vast global user bas…

examines John C. Bogle's life and his foundational book, Enough: True Measures of Money, Business, and Life. It explores Bogle's early life experiences, including his family's financial struggles and…

Here’s a detailed breakdown of the recently passed “One Big, Beautiful Bill” (H.R. 1)—a sweeping ~900‑page tax‑and‑spending package officially enacted on July 4, 2025:

• Permanent extension of 2017 indi…

Robinhood recently launched a new service in Europe that allows customers to trade tokenized versions of U.S. stocks and ETFs, available almost 24/5 and commission-free. This initiative, built initia…

This episode provides a comprehensive financial overview of Circle (CRCL), a fintech company primarily known for issuing the USD Coin (USDC) stablecoin, detailing its business model of earning intere…

This episode collectively describe TradingAgents, an innovative open-source multi-agent framework developed by UCLA and MIT for simulated stock trading. This system employs specialized LLM-powered ag…

This episode offer a comprehensive overview of the Shiller PE ratio, a key metric for valuing the stock market over the long term. They begin by tracing its intellectual origins from Graham and Dodd'…

This episode comprehensive financial analysis of Robinhood (HOOD), a financial services company known for its commission-free trading platform. It examines Robinhood's business model and diverse reve…