TheDeepValue
Deep Values
Welcome to The Deep Value Investing — Your Gateway to Warren Buffett-Style analysis on S&P500 companies, macro economics, and investing philosophies! We break down company and economy financials based on the Warren Buffett way: focusing on strong fundamentals, intrinsic value, durable competitive advantages, and long-term growth. Whether you're a beginner learning the ropes or a seasoned investor refining your craft, join us to build a smarter, more disciplined investing mindset. New videos every other day— subscribe and let's invest wisely!
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Autor
TheDeepValue
Kategoria
Strona podcastu
Ostatni odcinek
23 paź 2026
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10 Stocks Drove 60% of Gains: Is Your Index Fund Safe? 23.10.2026 22:51
Just 10 stocks drove 60% of 2024's market gains. Passive funds now make up 60% of the market, and the Shiller PE sits at 42. We look at what that means for index-fund diversification, for the AI chip cycle and for three fallen compounders, judged by intrinsic value rather than momentum. Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuatio...
Spotify at $583: Great Business, But Priced for Perfection? 23.10.2026 21:40
We put Spotify's Q3 2026 numbers through a Graham-Dodd and Buffett audit: a record 33% gross margin, $3.46B in trailing free cash flow, no funded debt, and a two-stage DCF range from $345 to $601 per share. With shares near $583, we show what the market already prices in and how far that sits from a 30% margin of safety on conservative assumptions. Deep Value Intelligence audits the numbers b...
Netflix Prints $11B Cash. Why Did the Stock Crash to $65? 22.10.2026 26:36
Netflix just posted a 34.6% operating margin and $11.3B of trailing free cash flow, yet the stock fell to $65 on a $300M ad-revenue guidance trim. We run the Graham-Dodd scorecard and four DCF scenarios to see where that price sits against an estimated intrinsic-value range. Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cas...
Kaspi Is Worth $0.75 or $97,596? Why the DCF Breaks 22.10.2026 22:37
Kaspi trades at 8x earnings, yet a textbook DCF says it is worth either $0.75 or $97,596 a share. See why deposit-funded fintechs break free cash flow models, what Q2 2026 really shows, and which valuation methods actually fit. Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on...
SPCX and TSLA Q3 Earnings: Financials, Valuation, and Risks 21.10.2026 55:33
📲 Apps for Modern Value Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventu...
Why It Has To Be Elon Musk? 18.10.2026 1:02:48
📲 Apps for Modern Value Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventu...
Why Not All In Stocks? and Why Your Retirement Needs Zero Bonds？ 17.10.2026 24:17
📲 Apps for Modern Value Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventu...
Chamath Palihapitiya: The AI Private Credit Bubble Explained 15.10.2026 24:15
📲 Apps for Modern Value Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventu...
Paul Tudor Jones Predicts 2027 Market Crash 14.10.2026 19:11
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Elon Musk: China Could Crash AI Memory Margins 13.10.2026 18:17
❤️ To access more advanced researches, follow gurus’ latest movement , and leverage our latest DeepValues Agents, welcome to download DeepValues APP from AppStore. To track stock market temperature, welcome to download iOS App “Buffett Indicator” from Apple App Store, or “Bubble Watch” from Google Play. (Links in the description) Disclaimer: All analysis is based on publicly available sources and...
Charlie Munger Psychology of Human Misjudgment 11.10.2026 1:12:40
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
The 16 Trillion Dollar Alphabet Valuation Myth Explained 10.10.2026 20:36
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
How Micron's Margin is Even Higher Thank Nvidia? 09.10.2026 22:35
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Li Lu on Value Investing and AI 08.10.2026 41:07
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Value Investing Rules for The AI Bubble 07.10.2026 24:47
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Mohnish Pabrai on Investing Insights and Strategies 06.10.2026 24:32
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Inside Anthropic‘s Leaked S1 Financials 03.10.2026 20:36
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Howard Marks on the Fed and AI 01.10.2026 24:25
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Why the S&P 500 math is broken？ 29.09.2026 24:19
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
The old man trader options strategy explained 29.09.2026 19:33
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
How Big Tech Hides AI Infrastructure Debt? 28.09.2026 19:43
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Peter Thiel on AI and Civilizational Stagnation 26.09.2026 24:07
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
The Dean of Valuation Grades Nine Trillion Dollar Stocks #AAPL #GOOGL #AMZN #META #BRKB 25.09.2026 22:19
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Why Ninety Percent Of Chart Traders Fail 24.09.2026 25:01
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
Richer, Wiser, Happier 22.09.2026 54:29
📲 Apps for Modern Intelligent Investor DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614 Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.lul...
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