Fat Elephant Podcast
An El Davidmeister ProductionFatElephant is a value investing research engine built on a single, rigorous premise: Most investment mistakes happen because humans are emotional, but math is not. www.fatelephnt.com
| Publishes | Twice weekly | Episodes | 4 | Founded | 12 days ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
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Latest Episodes
In this episode of Deep Dive, we tackle the trillion-dollar question on every investor’s mind: Is the current AI boom a bubble about to burst, or the foundation of the next industrial revolution?
We break down the critical difference between today’s... more
Episode Summary: In this deep-dive episode, we pull the trigger on a rare “Elephant Gun” opportunity: U.S. Bancorp (USB). While the market sees a boring regional bank, we uncover a high-margin technology platform in disguise. We break down why USB’s ... more
Amazon is currently spending more on its future than almost any company in history. With $115 billion in annual CapEx flowing into AI infrastructure and a global logistics network powered by the world’s largest private robot fleet, the "Efficiency Fl... more
Everyone loves a rocket launch, but do the numbers land safely? In this episode, we run Rocket Lab (RKLB) through the rigorous "Elephant Gun" valuation framework. We break down why—despite its incredible engineering moat and "SpaceX 2.0" status—the c... more
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Fat Elephant Podcast launched 12 days ago and published 4 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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