Deep Values

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 boo...

This financial analysis provides a comprehensive overview of  Tesla (TSLA) , examining its  Q2 2025 earnings  which showed declining revenue and deliveries but highlighted strategic pivots toward  Robotaxi services  and new  affordable EV models . The document details Tesla's  business model , primarily driven by  automotive sales  with a smaller but growing energy segment, and outlines both ...

This episode offers a comprehensive overview of  Didi Global's business model, financial performance, and future outlook . It details Didi's  primary revenue sources  from ride-hailing in China and internationally, alongside "other initiatives." The analysis outlines  key risks  such as regulatory scrutiny, economic downturns, and increasing competition, while also examining the company's  cost st...

This episode examines the strategic integration of  Claude AI  into the financial services industry, contrasting its capabilities with those of  human financial advisors . It details  Claude AI's architectural advantages , such as its large context window and Constitutional AI framework, which enhance its ability to process complex financial documents and ensure safety. The sources emphasize t...

The provided source offers an  institutional analysis of the Russell 2000 index , a key barometer for the U.S. domestic economy due to its composition of smaller, domestically focused companies. It critically examines the  Russell 2000's valuation, particularly its Price-to-Earnings (P/E) ratio , highlighting the challenges posed by the significant number of unprofitable companies within the index...

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-term headwinds , such as geopolitical risks and supply chain issues, and  long-term structural risks , including potential competition and the slowing of Moore's Law. The document also  explores...

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 market volatility and reduce timing risk . It explores the  core principles, benefits (such as reducing emotional investing and fostering discipline), and various strategic variations  like Value Avera...

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.S. housing market. They explain how the index utilizes a  repeat-sales method  to track price changes of the same properties over time, aiming to provide a  "constant-quality" measure  free fro...

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 management, nevertheless viewed passive investing as an  abdication of individual intelligence  and a  threat to the efficient allocation of capital , leading to  systemic risks  and an unhealthy concent...

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 Afterpay and TIDAL. It examines Block's  business model , detailing its revenue sources primarily from transaction fees and subscriptions, and identifies both  short-term macroeconomic headwinds  a...

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," emphasizing its psychological rather than purely quantitative nature. The analysis details several  cautionary signs in the 2025 market,  including extreme concentration...

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 risks  like intense cloud competition and the challenges of integrating acquisitions, alongside Oracle's  cost structure  dominated by fixed expenses in R&D and cloud infrastructure. The text a...

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 its modern application. It explains how Graham's approach, shaped by the Great Depression, prioritized  quantitative metrics ,  capital preservation , and a  "margin of safety" based o...

This episode  examines the financial implications and cost-benefit analysis of large-scale employee layoffs by major S&P 500 companies, particularly in the technology sector, from 2020 to 2025. It details the significant human resources costs incurred during layoffs, such as severance pay, extended benefits, and legal fees, using examples from Meta, Alphabet, Amazon, Microsoft, and Tesla. The...

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  architecture, core components, and extensive data universe  across various asset classes. It then  aligns the Terminal's capabilities with the tenets of value investing , detailing a  multi-stage...

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 Income measures accounting profitability based on accrual principles ,  Free Cash Flow reveals a company's actual cash-generating ability , critical for investments and shareholder returns. Th...

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 base. The document explores  short-term and long-term risks  such as regulatory pressures, market saturation, and competition, while also outlining Meta's  cost structure , noting significant inve...

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 his influential Princeton thesis, which laid the groundwork for his revolutionary ideas. The text then details his  turbulent career at Wellington Management Company , which ultimately led to his...

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 individual & corporate tax cuts , originally set to expire end of 2025 ( en.wikipedia.org ). State & local tax deduction (SALT cap)  raised to  $40,000  (for incomes under $500,000), reverting...

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 initially on the  Arbitrum blockchain  with plans for a proprietary Robinhood chain, aims to offer  economic exposure to both public and private companies , notably OpenAI and SpaceX, through blockchain-ba...

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 interest on stablecoin reserves and its efforts to diversify revenue. It examines Circle's  customer base  and the significant  growth of USDC circulation , which directly impacts its income. The text th...

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 agents  such as fundamental, sentiment, news, and technical analysts, alongside bullish and bearish researchers, a trader, and risk managers, all collaborating through  structured communication  to ma...

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's concept of smoothed earnings to Robert Shiller and John Campbell's formal application to the S&P 500, explaining its  calculation  and primary advantage in  reducing earnings volatility  for...

This episode offer an extensive analysis of "The Almanack of Naval Ravikant," a book that compiles the insights of entrepreneur and investor Naval Ravikant on wealth and happiness. They explain that Ravikant, often called the "Angel Philosopher," proposes that these two life goals are interdependent and learnable skills, rather than products of luck. The sources detail his framework, which disting...

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 revenue streams , including payment for order flow and net interest income, which fluctuate with market conditions. The analysis also explores the  company's customer base, subscription services , and ...