Deep Value Investing

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…

📚 Books Mentioned

• Poor Charlie's Almanack (Kindle): https://amzn.to/3SM5ijA

• Poor Charlie's Almanack (Hardcover): https://amzn.to/3HTQj4G, https://amzn.to/4l8UCHW

• 中文版《穷查理宝典》: https://amzn.to/3HDO1Xm

🔔 If …

This episode offer a comprehensive overview of the Non-Fungible Token (NFT) ecosystem, moving beyond their initial association with digital art to highlight their evolving utility and real-world appl…

This episode xplores the "Patience, Compounding, Invest America Act," a proposed legislative effort aiming to integrate early financial education with national economic policy. The first part focuses…

This episode offers a comprehensive overview of American Depositary Receipts (ADRs), explaining their purpose as a means for U.S. investors to trade shares of non-U.S. companies. It details how depos…

This episode offers a comprehensive overview of the Statement of Cash Flows (CFS), detailing its purpose, components, and importance in financial analysis. It explains the three main sections of the …

This episode provides a comprehensive guide to balance sheet analysis, a fundamental financial statement alongside the income statement and cash flow statement. It explains the definition, purpose, a…

Episode enters on the income statement, a vital financial document summarizing a company's profitability over a period by detailing revenues, expenses, gains, and losses to arrive at net income. It e…

This episode  offer a comprehensive financial analysis of Tesla, Inc., detailing its distinctive business model built on direct-to-consumer sales, vertical integration, and an expanding clean energy …

This episode offers a comprehensive overview of selling call options, focusing on their mechanics, risks, and rewards. It particularly examines how value investors can strategically utilize covered c…

This episode  offers a comprehensive analysis of Michael Burry, portraying him as a quintessential modern contrarian investor whose career is defined by going against prevailing market sentiment. It …

This episode examines the evolving landscape of the podcast industry, focusing on diverse business models like advertising, direct listener support, and premium content. It highlights the dominance o…

This episode examines the evolving landscape of the podcast industry, focusing on diverse business models like advertising, direct listener support, and premium content. It highlights the dominance o…

This episode compare the strategies of OpenAI, Google, and xAI in enabling custom AI application development and monetization. OpenAI focuses on a consumer-facing marketplace through its GPT Store, a…

This episode explains that Warren Buffett strategically employs arbitrage, particularly merger arbitrage, alongside his renowned value investing. This approach, while less publicized, is a critical c…

This episode discuss the Buffett Indicator, a metric comparing the total value of the U.S. stock market to the country's GDP. As of late May 2025, the indicator reached roughly 196.8%, significantly …

Drawing upon the enduring allegory of Benjamin Graham's "Mr. Market," this analysis explores the complex interplay between this concept of emotional, irrational market fluctuations and the characteri…

This episode offer a comprehensive analysis of financial statements, explaining the purpose and components of the Income Statement, Balance Sheet, and Cash Flow Statement and how they are interconnec…

This episode compare book value, a historical accounting measure of a company's net assets, and intrinsic value, a forward-looking estimate of a company's true economic worth based on future potentia…