Deep Value Investing

This episode presents an in-depth financial and strategic analysis of Microsoft Corporation, incorporating data up to 2025. It thoroughly examines Microsoft's diverse business model and income stream…

This episode offers an extensive overview of the book "Warren Buffett and the Interpretation of Financial Statements", co-authored by Mary Buffett and David Clark. It explains how the book serves as …

• “OBBBA 2025: Debt Storm or Economic Boom?”

• “Tax Cuts, Slashed Safety Nets—Will OBBBA Break America’s Budget?”

• “Wall St. vs. Main St.: How OBBBA 2025 Reshapes the Wealth Gap”

This episode offer an extens…

This episode provided Warren Buffett's foundational belief that interest rates act as the "gravity" of the financial world, profoundly influencing asset prices and economic activity. It explains how …

This episode provides an overview of Palantir (PLTR), an AI and data analytics company. It includes a five-year financial history (2018-2022), detailing revenue, net income, and free cash flow. The s…

"Buffett Indicator (July-2025)," offers a comprehensive analysis of the US equity market's valuation as of late June 2025. It primarily utilizes the Buffett Indicator and Shiller CAPE to suggest extr…

This episode offers a comparative analysis of the investment philosophies of Howard Marks and Morgan Housel, two prominent figures in modern finance. It explores their individual doctrines on risk ma…

This episode provides a comprehensive overview of Seth Klarman, focusing on his investment philosophy and the practical application of his principles through The Baupost Group. It traces Klarman's ba…

This comprehensive financial and business analysis of Alibaba Group (BABA) examines its operations, risks, and financial performance. The report outlines Alibaba's business model, which is heavily re…

DocuSign (DOCU), offering a detailed analysis for informational purposes rather than investment advice. It summarizes the company's business model, highlighting its primary revenue streams from subsc…

This episode offers an extensive overview of Benjamin Graham's seminal work, "Security Analysis," highlighting its enduring impact on finance since its 1934 publication amidst the Great Depression. I…

This episode provides an overview of Robert Cialdini's seminal work, Influence: The Psychology of Persuasion, and its endorsement and practical application by investor Charlie Munger. It explores Cia…

This episode centers on Warren Buffett's enduring investment philosophy, particularly as outlined in his 1999 Fortune article, "Mr. Buffett on the Stock Market." It explores his prescient warnings ab…

This episode offer a comprehensive overview of Morgan Housel's influential book, The Psychology of Money, which has sold millions of copies worldwide. They highlight Housel's unique approach to finan…

This episode provides an in-depth financial and background analysis of Qualcomm, a major technology company, utilizing its latest quarterly report and SEC filings. It outlines Qualcomm's business mod…

This episode offers an extensive analysis of stablecoin ecosystems, examining their diverse typologies, including fiat-collateralized (USDT, USDC), crypto-collateralized (DAI), and algorithmic models…

This episode offers an overview of Howard Marks' investment philosophy, presenting him as a modern philosopher of decision-making under uncertainty. It outlines five core tenets: the importance of se…

This episode offers an overview of the U.S. stock market's predicted growth over the next decade, strongly suggesting lower-than-average returns. It analyzes multiple valuation metrics, such as the S…

This episode offers a dual perspective on the life and philosophical underpinnings of Li Lu. The first source, excerpts from "Li Lu," examines his integrated philosophy, linking his investment princi…