PODCAST · business
ValueBot Studios
by ValueBot Studios
ValueBot Studios is a data-driven podcast delivering deep insights on company earnings, valuations, and long-term growth prospects. Designed for time-constrained professionals and experienced retail investors, each episode provides concise, actionable analysis to support better-informed investment decisions.
Episodes
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The Capital Reset: How Banking Rules Are Being Rewritten
A regulatory reset is underway—and it’s one of the biggest shifts in banking since the financial crisis. This episode breaks down the move away from internal models toward standardized approaches, new risk weight structures, and stricter systemic risk measures. From derivatives and securitization...
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The Great GSIB Recalibration
A deep dive into the Federal Reserve’s proposed overhaul of the GSIB surcharge framework, unpacking how changes to risk measurement, funding metrics, and reporting practices could reshape how systemic risk is assessed—and priced—across the banking system.
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Booking Holdings: The Most Booked Stock in Travel | ValueBot Deep Dives
What if one company quietly controls the way the world books travel — hotels, flights, rentals, even restaurant reservations — and yet faces a real threat from the very technology it’s betting on? In this episode, we unpack Booking Holdings’ massive global footprint, its AI-fueled growth engine,...
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NVIDIA - Hype or Overhype | ValueBot Deep Dives
NVIDIA just posted record-breaking revenues — nearly $47 billion in one quarter — yet its stock slipped. Is this the sign of impossible expectations catching up, or just the calm before even bigger gains? In this episode of Value Bot Deep Dives, we unpack how NVIDIA built an unbeatable moat…
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Walmart: Margin Call | ValueBot Deep Dives
In this episode, we unravel Walmart’s latest quarter—a story of staggering growth, record e-commerce momentum, and a surprising profit miss. From its vast network of 4,600 US stores and 10,000+ global locations to innovations like AI-driven delivery and high-margin advertising, we explore how the...
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Intel 2.0: Reboot or Game Over? | Valuebot Deep Dives
Once the undisputed king of silicon, Intel is now a fallen giant fighting for survival. For decades, “Intel Inside” meant dominance — but in 2025, the company faces collapsing margins, massive layoffs, abandoned factories, and fierce competition from AMD, Nvidia, and even ARM. In this episode of...
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Starbucks: Turnaround Play or Value Trap? | Valuebot Deep Dives
Shares of Starbucks have rebounded on hopes of a turnaround — but comps remain weak, margins under pressure, and competition fierce. In this episode, we analyze the Q3 earnings, management’s strategic reset, and market sentiment to answer the key investor question: is Starbucks stock a turnaround...
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Lloyds Bank: Motor-Finance Relief & the 15% RoTE Test | Valuebot Deep Dives
Lloyds just posted solid H1 results and gained breathing room on motor finance—but does that actually boost long-run RoTE? In this Value Bot Deep Dives episode, we separate durable earnings from one-off relief. We cover H1 2025 results (income mix, cost discipline, CET1), what the structural…
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Lilly & Novo: Why the GLP-1 Rally Just Stumbled? | Valuebot Deep Dives
Euphoria turned to red screens. Eli Lilly and Novo Nordisk had been riding a rocket of blockbuster GLP-1 drug sales, dominating diabetes and obesity treatments—but suddenly the market flipped. What triggered the dip? Was it trial results, pharmacy benefit managers, competition, or regulatory...
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Palantir - Decoding the Future of Data-Driven Growth | Valuebot Deep Dives
This is the definitive deep dive into Palantir for sophisticated investors. In 20 minutes, we unpack its game-changing AI ontology, ecosystem-building startup investments, alumni network power, massive cash war chest, and rare no-debt structure. We challenge the valuation hype, explore its...
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Palantir - Ontology, Cash and Real Risk | Valuebot Quick Briefs
In just 8 minutes, discover the Palantir story the headlines miss. From its unique AI “ontology” to strategic startup investments, zero-debt balance sheet, and battle-hardened government roots — we break down why Palantir’s moat is stronger (and riskier) than most investors realise. Perfect for...
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Stablecoins: Infrastructure for the Internet of Value - ValueBot Explains
What are stablecoins, really? This 20-min crash course breaks down what they are, why they matter, and how they’re reshaping digital finance. You’ll learn: What stablecoins actually are (without the jargon) Why they were created and the problem they solve The different types — from fiat-backed to...
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Amazon Unboxed: Record Profits, AI Ambitions — So Why the Selloff?
Amazon’s Q2 2025: Record Profits, Slowing Cloud, and a $100 Billion AI Bet Amazon just reported a blowout quarter — record operating income, ad growth, retail margin expansion — and yet... the stock dropped 8%. What gives? In this sharp, 16-minute episode, we break down: Why AWS’s slowing growth…
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Apple’s Paradox: Beating Earnings, Missing Love
In this episode, we dive deep into Apple Inc.—one of the world’s most iconic and profitable companies—to explore a puzzling question: Why do investors remain cautious despite record-breaking earnings and robust financials? We break down Apple’s competitive positioning in a maturing tech…
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Meta’s Big AI Gamble
In this episode, we unpack Meta’s most recent earnings release and what it reveals about the tech giant’s current performance and future trajectory. From revenue beats to challenges in user growth, we break down the numbers that matter. But the real spotlight? Meta’s bold bet on artificial...
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ABOUT THIS SHOW
ValueBot Studios is a data-driven podcast delivering deep insights on company earnings, valuations, and long-term growth prospects. Designed for time-constrained professionals and experienced retail investors, each episode provides concise, actionable analysis to support better-informed investment decisions.
HOSTED BY
ValueBot Studios
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Frequently Asked Questions
How many episodes does ValueBot Studios have?
ValueBot Studios currently has 15 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is ValueBot Studios about?
ValueBot Studios is a data-driven podcast delivering deep insights on company earnings, valuations, and long-term growth prospects. Designed for time-constrained professionals and experienced retail investors, each episode provides concise, actionable analysis to support better-informed investment...
How often does ValueBot Studios release new episodes?
ValueBot Studios has 15 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to ValueBot Studios?
You can listen to ValueBot Studios on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts ValueBot Studios?
ValueBot Studios is created and hosted by ValueBot Studios.
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