All Episodes

The Hidden Risks of High ROE Explained

[2007] Berkshire Hathaway Letter to Shareholders

PayPal Stock: Is it a Buffett Like Bargain?

[Q3] Micron Super Cycle Breaks Old Rules

Trailing PE Versus Forward PE Explained

[2006] Berkshire Hathaway Letter to Shareholders

[Q3] Nike Is Broken Or Resetting

[2005] Berkshire Hathaway Letter to Shareholders

Why Investors Always Sell Winners and Hold Losers? The hardest part of investing is You!

[2004] Berkshire Hathaway Letter to Shareholders

Warren Buffett's Empire Free Money Machine Explained

What's Wrong, Meta?

Women Invest Better!

[2003] Berkshire Hathaway Letter to Shareholders

Why Buffett Paid Three Times Book Value

Google AI Killed The Click, Not Ads

[2002] Berkshire Hathaway Letter to Shareholders

The Fatal Trap of Long-Term Holding. When Buffett sell?

【Latest】Seth Klarman: How Warren Buffett Did It

Trailing PE Versus Forward PE Explained: Which One Is Real?

[2001] Berkshire Hathaway Letter to Shareholders

[2000] Berkshire Hathaway Letter Shareholders

DCF Model, Free Cash Flow, and Risk

[1999] Berkshire Hathaway Letter to Shareholders

DCF Model Explained, Free Cash Flow and Risk

Options for Value Investors Explained

Payout Ratio Trap: The #1 Dividend Red Flag Investors Ignore

[Q3] Netflix's Risky Sixty Billion Dollar Bet

Diagnosing Company Health With Cash Flow

[Q3] Broadcom's Dual Engine AI Money Machine

[Q3] Lululemon Deep Value Analysis: Structural Breakdown and Value Trap

[Deep] The Math Proves Market Timing Always Fails

[Q3] Adobe Deep Dive Analysis: Stock Is Priced Like Zero Growth?

[Q3] Costco Deep Value Analysis: The Perfect Business at a Speculative Price?

[Q3] Synopsys Deep Value Analysis: Debt Risk After Ansys Merger

[FOMC] Hawkish Fed Cut Shatters Consensus

[1989] Berkshire Hathaway Letter to Shareholders

[Deep Value] Howard Marks: Is It A Bubble?

[1988] Berkshire Hathaway Letter to Shareholders

[1987] Berkshire Hathaway Letter to Shareholders

[Deep Value] What's Wrong, PayPal?

[Deep Value] Housing Market Paralysis The Welded Door

[Deep] Li Lu: Value Investing and Civilization 3.0

⚠️Buffett Indicator & CAPE Ratio Scream Danger in The Market

[Deep] Microsoft, What's Wrong?

[Mastermind] 1970 Warren Buffett to Partnership Letter

Amazon Earnings Beat But Stock Fell，Why？

The Valuation Inversion: Andrew Ng's AI Investment Stack Analysis

[1982] Berkshire Hathaway Letter to Shareholders

[Mastermind] 1969 Warren Buffett to Partnership Letter

[Mastermind] 1968 Warren Buffett to Partnership Letter

[Mastermind] 1967 Warren Buffett to Partnership Letter

[Mastermind] 1966 Warren Buffett to Partnership Letter

[Mastermind] 1965 Warren Buffett to Partnership Letter

[Mastermind] 1963 Warren Buffett to Partnership Letter

[Mastermind] 1962 Warren Buffett to Partnership Letter

[Mastermind] 1961 Warren Buffett to Partnership Letter

[Mastermind] 1960 Warren Buffett to Partnership Letter

[Mastermind] 1959 Warren Buffett to Partnership Letter

[Mastermind] 1958 Warren Buffett to Partnership Letter

[Mastermind] 1957 Warren Buffett to Partnership Letter

The Geometry of Panic: Validating Armstrong’s Pi Cycle

[1981] Berkshire Hathaway Letter to Shareholders

Traditional versus Reverse DCF Valuation Showdown

Bitcoin Must Adapt to Survive 2030

Ilya Sutskever: Post-Scaling Paradigm and Its Financial Implications for the AI Stack

What's Wrong, Market?

[13F] Phil Town's Rule One Fund Portfolio: Q3 2025 Analysis

[Q3 2025] NVIDIA Financial and Valuation Analysis

[Q3] PDD Holdings: Q3 2025 Financial and Governance Analysis

[13F] Peter Thiel Macro's Violent Pivot: Q3 2025 Fortress Portfolio #aapl #nvda #msft #tsla

2026 Annuities: Why Young Savers Should Say No?

[F13] Himalaya Capital Management: Li Lu's Zero Trade Conviction The Iceberg Portfolio

[13F] Berkshire Hathaway: Warren Buffett bought Alphabet?!

[BABA/TENCENT] US Strategy Against Tencent Alibaba Military Fusion

[13F] Berkshire Hathaway: Warren Buffett Bought Alphabet!

[Q3] JD.com Deep Value Investment or Political Trap?

Leveraged ETFs Explained: Mechanics, Risks, and Volatility Decay

Warren Buffett: To My Dear Shareholders Letter [2025-11-10]

Spotify's Great Reset: Is the Profitable Growth Sustainable?

eBay: Deep Value Fortress or the Ultimate Value Trap

The Stagflation Engine and the 50-Year Debt Trap

Block Inc. Q3 Financial Analysis

[Deep Q3] SoFi's Identity Crisis: Is It a Bank or a Tech_Disruptor?

🚨 The Great Divergence: Extreme Greed on 99th Percentile Valuations

Fiserv Q3 Financial Crisis: Value Trap or Deep Value Opportunity?

[13F] Michael Burry's Bifurcated Strategy: AI Short and Deep Value Longs

【Deep】Palantir Q3 Financial Analysis: Valuation, Growth, and Risks

Sprouts Farmers Market Q3 2025 Financial Analysis

S&P 500 and Nasdaq 100 Index Inclusion Analysis

🚨Bubble Watch: Buffett Indicator above 224% ⚠️ Schiller PE above 40! Investor strategies 💪

UnitedHealthGroup (UNH) Q3 2025 Financial Analysis

The Tax Code Exposed: Stock Options

BRK Q3 Earnings Analysis: Berkshire‘s $381 Billion Cash Dilemma: Why the Q3 Profit Surge

Amazon Q3 2025 Financial Analysis

Alphabet Q3 2025 Financial Analysis

Apple Q4 2025 Financial Analysis

Meta Platforms Q3 Shock

Waste Management‘s Moat: Why the Buffett-Backed Trash Giant Misses

California‘s Billionaire Tax Showdown