1. EachPod

πŸ“ˆ The Buffett Test: Which MAG7 Stock Shall Pass? Which S&P 500 Companies Are Financially Bulletproof?

Author
TheDeepValue
Published
Tue 05 Aug 2025
Episode Link
https://podcasters.spotify.com/pod/show/lulu629/episodes/The-Buffett-Test-Which-MAG7-Stock-Shall-Pass--Which-SP-500-Companies-Are-Financially-Bulletproof-e36fq8m

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This source presents anΒ in-depth financial analysis of the S&P 500's top eight companiesβ€”Nvidia, Microsoft, Apple, Amazon, Alphabet, Meta Platforms, Broadcom, and Berkshire Hathawayβ€”over theΒ 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 usingΒ 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 detailsΒ 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!Β 


πŸ“š 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

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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

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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

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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

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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


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Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

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