All Episodes
Deep Values — 531 episodes · page 1 of 6
Why Not All In Stocks? and Why Your Retirement Needs Zero Bonds？
Chamath Palihapitiya: The AI Private Credit Bubble Explained
Paul Tudor Jones Predicts 2027 Market Crash
Elon Musk: China Could Crash AI Memory Margins
Charlie Munger Psychology of Human Misjudgment
The 16 Trillion Dollar Alphabet Valuation Myth Explained
How Micron's Margin is Even Higher Thank Nvidia?
Li Lu on Value Investing and AI
Value Investing Rules for The AI Bubble
Mohnish Pabrai on Investing Insights and Strategies
Inside Anthropic‘s Leaked S1 Financials
Howard Marks on the Fed and AI
Why the S&P 500 math is broken？
The old man trader options strategy explained
How Big Tech Hides AI Infrastructure Debt?
Peter Thiel on AI and Civilizational Stagnation
The Dean of Valuation Grades Nine Trillion Dollar Stocks #AAPL #GOOGL #AMZN #META #BRKB
Why Ninety Percent Of Chart Traders Fail
Richer, Wiser, Happier
Expose The Financial Reality of Top Internet Security Companies
Why Warren Buffett Just Is Dumping Apple?
MIT OpenCourse: The Mathematical Plumbing of Financial Markets
Duan Yongping’s 18 Percent Dual Yield Strategy Explained
Warren Buffett Steps Down As Berkshire Chairman
Why 2026 Profits and Revenue Decoupled? #MSFT #AMZN #BABA #TCEHY
Fed Hikes Rate!
Big Short Partners Spot Market Structural Rot
Why Spreadsheets Are Ruining Business Valuation
Why Alphabet Is Warren Buffett's New Railroad
Why Washington Saved The Japanese Yen
All Brutal Options Trading Advice You Need To Know
Why Big Tech Net Income Is Deceptive? Who is the real big BOSS?
Scaling Only Magnifies a Broken Model
The ten trillion dollar AI compute race explained
Lululemon‘s Q2 Earnings Exposed: Margin Tricks and Stock Crash
Broadcom's Q2 AI Growth and VMware Revolt
What's Wrong, Google?
Decode Druckenmiller Accuses Bessent of Yield Manipulation
Mohnish Pabrai‘s Concentrated Four Stock Portfolio Exposed
Sequoia Fund’s Modern Value Investing Strategy Explained
How Warren Buffett Lower Cost Basis by Selling Options
Why Li Lu Is Buying PDD？
NVIDIA's Q2 Earnings Explosed Monopoly Beyond The Shovel Analogy
Why Intuit's Stock Crashed After Record Earnings?
Mag7 Q2 Earnings Deep Dive #MSFT #META #GOOGL #AMZN
PDD‘s Q2 Earnings Financial Analysis
【13F】Bill Ackman’s Q2 Radical Pivot to Toll Roads
【13F】Dan Bin's Q2 Billion Dollar AI Pivot
Follow the Money: Big Techs Two Trillion Dollar Missing AI Debt
Seth Klarman's 13F Exposed Q2 Holdings: Latest Billion Dollar Moves
[13F] Duan Yongping's Holding Exposed
[13F] Li Lu's Q2 Massive Alphabet and PDD Bets Exposed!
TCI Fund’s 13F: 52 Billion Tollbooth Portfolio
Michael Burry's 13F Final AI Accounting Short
Stanley Druckenmiller’s 13F: Ruthless Eight Month Strategy
Peter Thiel 13F: Trading Nvidia for the power grid
Warren Buffett 13F: Berkshire Hathaway Ends Selling Streak With Alphabet
Tencent Record Profits Fuel AI Arms Race
Nick Sleep and Scale Economies Explained
Selling Short Calls and Gamma Squeezes Explained
BRK-B Q2: Greg Abel Unleashes the Berkshire Cash Pile
Greg Abel Puts Berkshires Billions to Work
Big Tech‘s Hidden AI Cash Burn Exposed！
Why Google Rents AI From SpaceX?
How Institutions Trade Vertical Credit Spreads
Why Record Q2 profits tanked AppLovin‘s Stock
SpaceX's Eighteen Billion Dollar Evaporating Assets
Palantir’s Q2 Earnings Defy Financial Gravity
ZUCKERBERG SLAMS! How Meta’s Internal Chaos Crashed AI Market
The 45 billion dollar Situational Awareness Implosion Explained
Coinbase and Robinhood Become Financial Infrastructure
Why Market Treats Amazon Better Than Apple after Q2 Earnings?
Microsoft's Q2 Earnings Beat! 190 Billion Dollar AI Gamble Won?!
Meta‘s Missed Q2 Earnings! 145 Billion Pivot to AI Infrastructure Exposed
PayPal’s Transformation Into a Value Stock
Why Coinbase Reports Losses While Printing Cash
Badger Meter Q2 Earnings: Strategic Research and Financial Analysis Report
Why Intel Loses Billions While Revenue Surges
Protect your retirement from market crashes
Tesla Q2 Earnings Exposed
Alphabet: 2026 Q2 AI Infrastructure and Financial Earnings Analysis
Is Messi A Great Value Investor?
Why AI terrifies Howard Marks
Warren Buffett latest comment on Apple and Business Moats
Sell Put Explained (Options Designed For Value Investors)
Warren Buffett: Yes, I bought GOOGL. So What?!
Buffett: Why billionaires step over 1-foot bars?
Why Coinbase reports Losses While Printing Cash
Tencent’s Radical Pivot to a Value Compounder
Why Amazon's stock fell despite record earnings?
The 2 Trillion SpaceX Shareholder Illusion Exposed
ADP Is A Secret Shadow Bank?
Spotify Financial Deep Value Analysis
Fiserv CEO Chaos and Deep Value Analysis
Robinhood is profitable but massively overvalued？
Turning KV Cache into AI fuel
Occidental Petroleum: Strategic Analysis and Deep Value Analysis
[ROE] AI Algorithms Hack Traditional Value Investing
ROIC Separates Wealth Creators From Money Burners
Intrinsic Value and The Hidden Financial Risks of AAPL, MSFT, NVDA, MU, GOOGL