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Artwork for Deep Values

Deep Values

TheDeepValue
Berkshire Hathaway
Artificial Intelligence
Warren Buffett
S&P 500
Geico
NVIDIA
Apple
China
Microsoft
Insurance
Investing
Intrinsic Value
Buffett Indicator
Stock Market
Tesla
AI Infrastructure
Free Cash Flow
James River Group Holdings
Disney
Investment Analysis

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

PublishesDailyEpisodes471Foundeda year ago
Number of ListenersCategories
InvestingBusiness

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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 “Buf... 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

❤️ 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

join deepvalues.ai community. track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differi... more

Key Facts

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Number of Listeners
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Recent Guests

Monesh Pabri
Renowned value investor featured in the interview
Independent value investor
Episode: Monesh Pabri: The Art of Doing Nothing
Li Lu
Legendary investor who managed money for Charlie Munger and was a close partner for 15 years
Investment professional referenced in Buffett/Munger channel interview
Episode: Li Lu: Character Is The Ultimate Financial Moat
Philippe Lorde
CEO of Meritage Homes
Meritage Homes
Episode: War, Credit Cycles, and the Crisis of Housing Affordability
Aswath Damodaran
Professor of finance, NYU Stern School of Business
New York University Stern School of Business
Episode: Aswath Damodaran: Why AI Success Might Crash Markets
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
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

3.7 out of 5 stars from 18 ratings
  • AI slop

    It’s decent AI slop. But it’s still AI slop.

    Apple Podcasts
    1
    1234AvenueA
    United States3 months ago
  • 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
    Spain7 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 Statesa year ago
  • Very insightful and interesting

    I found this show pretty insightful and interesting

    Apple Podcasts
    5
    PhoenixShiled
    United Statesa year ago

Listeners Say

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

Some perceive the production as AI-generated and surface-level, expressing frustration with signal versus noise.
Some listeners worry the show relies on AI or headline-scraping, questioning depth.
Listeners praise rigorous analysis and practical value for long-horizon investing.
A portion finds the content insightful and aligned with value principles, citing durable moats and cash-flow focus.

Chart Rankings

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

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?

This show delivers Warren Buffett-style analysis on large-cap equities, macro trends, and investing philosophies, with a focus on durable moats, intrinsic value, and disciplined, long-horizon thinking. Episodes cover a mix of fundamental stock research, portfolio moves from notable investors, and macro/industry debates—ranging from AI transitions to IPO dynamics and capital allocation strategies. Expect rigorous financial reasoning, scenario analysis, and practical takeaways for value-minded listeners who want frameworks they can apply to real-world investing decisions. A standout aspect is the blend of traditional value investing with contemporary tech and market structure topics, offering actionable insights for portfolio construction and... more

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How many subscribers and views does Deep Values have?

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How many episodes of Deep Values are there?

Deep Values launched a year ago and published 471 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Deep Values?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Deep Values?

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What guests have appeared on Deep Values?

Recent guests on Deep Values include:

1. Monesh Pabri
2. Li Lu
3. Philippe Lorde
4. Aswath Damodaran
5. Wang Qingyu
6. Chang Jing
7. Bill Ruan
8. 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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