All Episodes

Michael Burry and Chamath Palihapitiya's Warning: The Case for a 77% Market Crash

Why Nvidia‘s AI factories terrify Wall Street

Building wealth the Dhandho way

Greg Abel‘s First Berkshire Shareholder Letter

The Valuation Paradox: Lululemon’s 11x Mispricing

Why the best product is a trap?

The Accounting Illusion Exposed: Unmasking Free Cash Flow

Deconstructing the DCF Model: The Intrinsic Equation - How Warren Buffett Values Businesses

Aswath Damodaran: Why AI Success Might Crash Markets

Howard Marks on why your instincts fail

Greg Abel's Blueprint For Berkshire Hathaway

【13F】Li Lu’s Billion Dollar Nine Stock Portfolio

Intuit Stock Crash Exposes a Value Trap?

【13F】H&H Duan Yongping Latest Holding Exposed

Iran Strikes and Market Risk Exposed

Why Objectives Are A Psychological Trap?

[Earnings] Circle’s $12 Trillion Internet Money Machine

【Earning Deep Dive】NVIDIA's AI Monopoly vs. The Valuation Trap

【13F】The Rose of Silicon: Dan Bin’s AI Strategic Pivot

René Girard: The Philosopher Behind Peter Thiel and J.D Vance; The Philosophical Architect of Silicon Valley and Politics

[13F] Peter Thiel's latest Holdings

Weekly Wrap: Trump Tariff Canceled, Software Bloodbath and Private Credit Cracks

Naval Ravikant: The Golden Age of AI and Human

Howard Marks: The Real Risk Is Not What You Think

[13F] Duquesne Family Office: Q4 2025 Institutional Holdings Analysis

Why Charlie Munger Hates EBITDA and Warren Buffett Don't Care P/E?

【13F】Buffett‘s Final $382 Billion Cash Fortress

A16Z: Not A Bubble

Weekly Macro Vibes: Buffett Indicator, Eisman’s AI Panic vs. Wood’s 1996 Boom

Build Your Own Hedge Fund with AI Multi-Agents - DeepValueIntelligence (OpenSourced)

Why AppLovin Crashed Despite 84% Margins?

Robinhood’s Transformation From Casino to SuperApp

Kevin Warsh - The New Fed Chair: Financial Prodigy and the Lauder Connection Explained

[Q4] Palantir Deep Value Analysis: Valuation, Growth, and Risks #pltr

Read the 10-K (Annual Report) Like a Detective

Disney Stock Magic vs Cold Hard_Math

Why Smart Investors Fail: The Hidden Cycle That Destroys Wealth

The Polymarket Trap Exposed: From Election Whales to Assassination Markets

Druckenmiller’s Liquidity Strategy Explained: If You Really Want to Time The Market

[Market Report] Bubble indicators; Silver & Gold / SaaS; New Fed Chair; Earnings season kicks off.

Apple Q4 Deep Value and Technical Analysis: Valuation, Growth, and Risks

[2026] Tesla Deep Value Intelligence: Valuation, Growth, and Risks

[Q4 2025] Meta Deep Value Intelligence

AppLovin's Transformation Into An AI Cash Machine

Munger’s First Million: Real Estate Strategy

[Q4 2025] UnitedHealth’s One Cent Profit Hides Value

The Rational Light of Value Investing

Warren_Buffett_s_$150_Billion_Sunset_Clause

Buffett’s 12 Deadly Sins of Investing

【13F】Guy Spier Dumps All?

Buy and Hold Is a Trap?

【13F】Point72 Steven Cohen's Strategy: The Industrialization of Alpha and AI Infrastructure

[Q1 2026] Netflix Deep Value Financial Analysis

Google‘s AI Protocol Ends E-Commerce？

Buffett's Hero Tom Murphy's 2,000-to-1 Capital Cities Playbook

Cycles of Fortune: Lessons from 125 Years of Global Markets

【Deep】Apple 2026 Buffett Value Analysis: Valuation, Growth, and Risks

[Weekly Bubble Watch 2026-01] Buffett Indicator Warns Of A Lost Decade?

Roblox: The Cash Flow Paradox Exposed

Oaktree and Bridgewater Lost China Bets Exposed

[Deep] ROIC Explained: Genius Test on Capital Efficiency of Top S&P500 Companies

DocuSign Deep Value Analysis: Pivot From Signature to AI Cash Cow

[2025] Berkshire Hathaway Letter to Shareholders

[2024] Berkshire Hathaway Letter to Shareholders

Apple Pays Google Now?

[2023] Berkshire Hathaway Letter to Shareholders

James River Group Value Analysis: Valuation, Growth, and Risks; Is it a cigar bar?

[2022] Berkshire Hathaway Letter to Shareholders

Trump's Latest Structural Shock: The 10% Credit Card Interest Rate Cap

[2021] Berkshire Hathaway Letter to Shareholders

IPO Boom, Market Top?

[2020] Berkshire Hathaway Letter to Shareholders

U.S. Market Valuation and Economic Indicators 2026

[2019] Berkshire Hathaway Letter to Shareholders

How Negative Working Capital Creates Cash

Economic Goodwill: Valuing the Invisible Moat

[2018] Berkshire Hathaway Letter to Shareholders

He Turned $70,000 Into $264,000,000 — LEGALLY (Buffett’s Best Secret?)

[Q3] Baidu Deep Value Analysis

[2017] Berkshire Hathaway Letter to Shareholders

【Q3】Intuit Deep Value Analysis: Value Versus Spectacular Price

[2016] Berkshire Hathaway Letter to Shareholders

Separate Growth CapEx From Survival Cost

[2015] Berkshire Hathaway Letter to Shareholders

Duan Yongping‘s Core Investment and Business Philosophy - Integrity

[2014] Berkshire Hathaway Letter to Shareholders

[Q3] Tesla Deep Value Analysis: Profit Collapse and AI Gamble

【13F】Druckenmiller Sells Nvidia Buys Biotech

[2013] Berkshire Hathaway Letter to Shareholders

[2012] Berkshire Hathaway Letter to Shareholders

[2011] Berkshire Hathaway Letter to Shareholders

Why Smart People Make Dumb Investments

[2010] Berkshire Hathaway Letter to Shareholders

[2009] Berkshire Hathaway Letter to Shareholders

Reading Income Statements and ... The Footnotes!

[2008] Berkshire Hathaway Letter to Shareholders

Newton Calculated Stars Not Human Madness

[Q3] Disney's Great Transformation and Value Investor Moat

[13F] Soros Family Office Capital Allocation Update

PS (Price to Sales Ratio) Trap Explained