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Artwork for Deep Values

Deep Values

TheDeepValue
Intrinsic Value
Occidental Petroleum
Walmart Inc
Discounted Cash Flow Valuation Method
Carbon Capture
Financial Analysis
Berkshire Hathaway
Apple
S&P 500
Warren Buffett
E-Commerce
Investment Risks
Return On Invested Capital
Permian Basin
Artificial Intelligence
Tech Giants
NVIDIA Corporation
Dividend Growth
Competitive Pressures
Inflation

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 ... more

PublishesDailyEpisodes391Foundeda year ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Deep Values

Latest Episodes

To access more advanced researches, applications, and our latest published personal intelligent multi-agent Deep Value Intelligence, welcome to subscribe on deepvalues.ai. track total market temperature, welcome to search and download iOS App “Buffet... more

To access more advanced researches, applications, and our latest published personal intelligent multi-agent Deep Value Intelligence, welcome to subscribe on deepvalues.ai. track total market temperature, welcome to search and download iOS App “Buffet... more

To access more advanced researches, applications, and our latest published personal intelligent multi-agent Deep Value Intelligence, welcome to subscribe on deepvalues.ai. track total market temperature, welcome to search and download iOS App “Buffet... more

❤️ To access more advanced researches, applications, and our latest published personal intelligent multi-agent Deep Value Intelligence, welcome to subscribe on deepvalues.ai. track total market temperature, welcome to search and download iOS App “Buf... more

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Recent Guests

Wang Qingyu
Economist and contributor in discussions about capital allocation and investment strategies
Himalaya Capital
Episode: The Rational Light of Value Investing
Chang Jing
Core partner at Himalaya Capital and expert in investment strategies
Himalaya Capital
Episode: The Rational Light of Value Investing
Li Lu
Founder of Himalaya Capital, celebrated for his investment methodologies and close relationship with Charlie Munger.
Himalaya Capital
Episode: [Deep] Li Lu: Value Investing and Civilization 3.0
Bill Ruan
A money manager from Ruan, Kniff and Stires, Inc.
Ruan, Kniff and Stires, Inc.
Episode: [Mastermind] 1969 Warren Buffett to Partnership Letter
Ilya Sutskever
Co-founder of OpenAI and a significant contributor to AI research.
OpenAI
Episode: Ilya Sutskever: Post-Scaling Paradigm and Its Financial Implications for the AI Stack

Reviews

4.0 out of 5 stars from 16 ratings
  • Very good analysis

    I guess that all this podcast is AI generated but has nothing to envy to the human ones , every day I felt gifted either an amazing new episode

    Apple Podcasts
    5
    fcolot
    Spain5 months ago
  • AI generated podcast

    AI generated podcast that scrapes headlines and mass produces simulated AI conversations that just scrape the surface on the headlines. All noise no signal

    Apple Podcasts
    1
    Hsm1979
    United States8 months ago
  • Very insightful and interesting

    I found this show pretty insightful and interesting

    Apple Podcasts
    5
    PhoenixShiled
    United States10 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the disciplined, data-driven approach and multi-agent perspectives on investments.
Some critiques note a perception of AI-generated content or surface-level analysis in places, suggesting a need for deeper, human-driven insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#186
Germany/Business/Investing
Apple Podcasts
#148
Argentina/Business/Investing
Apple Podcasts
#247
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

【Earning Deep Dive】NVIDIA's AI Monopoly vs. The Valuation Trap
Q: What is the significance of the recent financial metrics for NVIDIA?
The hosts note that NVIDIA's PEG ratio indicates it may be undervalued relative to its growth, despite its high book value ratio, suggesting a complex valuation scenario.
Why Buffett Paid Three Times Book Value
Q: What defines the difference between Shop A and Shop B in terms of asset light logic?
Shop A is capital-intensive with a high requirement for reinvestment, while Shop B generates profits without heavy capital deployment due to intangible assets like economic goodwill.
Why Buffett Paid Three Times Book Value
Q: Why was buying below book value considered the ultimate margin of safety?
It provided a comforting floor under your investment for companies that were reliant on physical assets, allowing liquidation if necessary.
[Q3] Broadcom's Dual Engine AI Money Machine
Q: What are Broadcom's major risks that could derail their growth?
The major risks include the dependency on Apple and the project's Everest, geopolitical vulnerabilities with TSMC, and regulatory scrutiny from aggressive bundling and pricing.
[Q3] Broadcom's Dual Engine AI Money Machine
Q: What exactly is this operational doctrine that's turned Broadcom into this $700 billion powerhouse?
The operational doctrine is a relentless focus on predictability and financial engineering, avoiding risky speculative investments and instead targeting established software franchises with high margins.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Deep Values

What is Deep Values about and what kind of topics does it cover?

A meticulous, data-driven take on investing and markets, with a heavy emphasis on value investing, risk management, and macro context. Episodes frequently dissect individual stock ideas, 13F filings, and portfolio concentration through a structured, multi-angled lens, often weighing growth opportunities against durability of competitive advantages and margins of safety. The show blends biographical context of investors, rigorous analysis, and practical takeaways (e.g., portfolio construction, edge preservation, and cautious interpretation of earnings or AI-driven narratives). A few episodes spotlight high-profile tech bets, changes in portfolio composition, and the evolving framework of value investing in a tech-enabled era, which can be es... more

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How many episodes of Deep Values are there?

Deep Values launched a year ago and published 391 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Deep Values?

Recent guests on Deep Values include:

1. Wang Qingyu
2. Chang Jing
3. Li Lu
4. Bill Ruan
5. Ilya Sutskever

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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