This episode offers an overview of the U.S. stock market's predicted growth over the next decade, strongly suggesting lower-than-average returns. It analyzes multiple valuation metrics, such as the S&P 500 P/E ratio, the Buffett Indicator, and the Shiller CAPE ratio, all of which currently indicate significant overvaluation compared to historical averages. The analysis highlights a robust inverse correlation between starting valuations and subsequent 10-year returns, with historical precedents showing that elevated valuations typically lead to subdued future performance. Therefore, the source concludes that investors should temper their expectations for future equity returns and consider diversified strategies to navigate a challenging investment landscape.
Value Investing Books
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Warren Buffett
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The Snowball: Warren Buffett and the Business of Life
Kindle: https://amzn.to/3FVasqy
Hardcover: https://amzn.to/3HIfeZ2
Paperback: https://amzn.to/4kBjUOZ
Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)
Kindle: https://amzn.to/43Vr5dD
Hardcover: https://amzn.to/4n6yNus
Paperback: https://amzn.to/45XBBDL
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Charlie Munger
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Poor Charlie’s Almanack
Kindle: https://amzn.to/3Zsw9VB
Hardcover: https://amzn.to/4jMExq7
Collector's Edition: https://amzn.to/3SRgsn7
Tao of Charlie Munger
Kindle: https://amzn.to/4nk0akT
Hardcover: https://amzn.to/44eq8OR
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Howard Marks
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The Most Important Thing (Uncommon Sense for the Thoughtful Investor)
Kindle: https://amzn.to/3Tqb4Yg
Hardcover: https://amzn.to/3SRyy8A
Paperback: https://amzn.to/45ohdM0
Mastering The Market Cycle: Getting the Odds on Your Side
Kindle: https://amzn.to/3HXPmby
Hardcover: https://amzn.to/45X6AQq
Paperback: https://amzn.to/44oPGYP
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Money Philosophies
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The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Kindle: https://amzn.to/3FDbO9u
Hardcover: https://amzn.to/4kL3TGi
Paperback: https://amzn.to/44fpkcC
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Classic Principles
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The Intelligent Investor
Kindle: https://amzn.to/45T9OEv
Hardcover: https://amzn.to/4l4f7W3
Paperback: https://amzn.to/43ZNyXb
Security Analysis, Seventh Edition: Principles and Techniques
Kindle: https://amzn.to/442yKak
Hardcover: https://amzn.to/3TmEEhg
Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor
Collector Edition: https://amzn.to/4lrgWNd
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode offers a dual perspective on the life and philosophical underpinnings of Li Lu. The first source, excerpts from "Li Lu," examines his integrated philosophy, linking his investment principles with broader ideas on civilization, modernization, and ethics, highlighting his emphasis on intellectual honesty and long-term thinking. Conversely, excerpts from "Moving The Mountain (From the Cultural Revolution to Tiananmen Square)" by Li Lu provide a deeply personal memoir of his experiences growing up in China, detailing his childhood during the Cultural Revolution, the Tangshan earthquake, and his involvement in the student democratic movement leading up to and including the Tiananmen Square protests. Together, these sources illuminate both Li Lu's theoretical framework and the formative real-world events that shaped his perspectives.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
📚 Books Mentioned
Poor Charlie's Almanack (Kindle): https://amzn.to/3SM5ijA
Poor Charlie's Almanack (Hardcover): https://amzn.to/3HTQj4G, https://amzn.to/4l8UCHW
中文版《穷查理宝典》: https://amzn.to/3HDO1Xm
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Disclaimer: This video is for educational and informational purposes only and does not constitute financial advice. Please do your own research or consult a professional before making any financial decisions.
This episode offer a comprehensive overview of the Non-Fungible Token (NFT) ecosystem, moving beyond their initial association with digital art to highlight their evolving utility and real-world applications in gaming, identity verification, and even physical goods. They explain the dynamic business model of NFTs, detailing how marketplaces generate revenue through various fees and how creators and collectors can monetize these unique digital assets. The text also provides a practical guide to NFT creation, outlining the necessary prerequisites and step-by-step minting process while emphasizing the variable costs, particularly blockchain "gas fees." Furthermore, it compares leading open NFT trading platforms like OpenSea, Blur, and Magic Eden, noting their distinct target audiences and fee structures, and contrasts the NFT capabilities of major financial applications like Coinbase and Robinhood, showcasing their differing approaches to integrating decentralized assets.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode xplores the "Patience, Compounding, Invest America Act," a proposed legislative effort aiming to integrate early financial education with national economic policy. The first part focuses on cultivating financial virtues in four-year-old children through practical strategies for teaching patience, delayed gratification, and the basic concept of compounding using everyday activities and analogies. The second part introduces the "Invest America" initiative and its cornerstone, the "$1,000 Trump Savings Accounts," outlining their eligibility, investment strategy, and corporate support, which includes pledges from major companies to contribute to employee children's accounts. The report further examines the broader legislative context of these accounts within the "One Big Beautiful Bill" (OBBBA), detailing its extensive provisions on taxes, spending, and social programs, and presents diverse economic projections and criticisms from various entities regarding the OBBBA's fiscal impact, potential for wealth inequality, and the design of the "Trump Accounts." Finally, it discusses the synergy between early financial literacy and national investment policies, highlighting how the proposed accounts could serve as a tangible tool for parents to reinforce financial lessons, while also acknowledging criticisms about their potential equity and tax efficiency.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode offers a comprehensive overview of American Depositary Receipts (ADRs), explaining their purpose as a means for U.S. investors to trade shares of non-U.S. companies. It details how depositary banks facilitate the creation and management of ADRs, including currency conversion for dividends, and outlines the different levels of ADR programs (Level I, II, and III) based on U.S. market access and SEC reporting requirements. The sources also discuss the advantages and disadvantages of investing in ADRs, such as diversification benefits versus currency and regulatory risks, and provide case studies of prominent Chinese companies like Alibaba (BABA), Didi Global (DIDIY), and Tencent (TCEHY) to illustrate diverse ADR structures and real-world implications, including delisting risks. Ultimately, the information emphasizes the need for thorough due diligence given the complexities and evolving nature of the global ADR market.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode offers a comprehensive overview of the Statement of Cash Flows (CFS), detailing its purpose, components, and importance in financial analysis. It explains the three main sections of the CFS—operating, investing, and financing activities—including the direct and indirect methods for presenting cash flows from operations. Furthermore, the source provides a practical application of these concepts by analyzing the latest quarterly cash flow statementsof ten leading S&P 500 companies, illustrating how these financial statements reveal strategic decisions regarding capital allocation, growth, and shareholder returns. The text concludes by emphasizing the CFS as a vital diagnostic tool for investors, creditors, and management to assess a company's financial health, liquidity, and future viability.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode provides a comprehensive guide to balance sheet analysis, a fundamental financial statement alongside the income statement and cash flow statement. It explains the definition, purpose, and foundational accounting equation (Assets = Liabilities + Equity) of the balance sheet, emphasizing its role as a financial snapshot at a specific point in time. The text meticulously breaks down assets (what a company owns) into current and non-current categories, detailing common examples like cash, inventory, property, plant, and equipment (PP&E), and intangible assets. It similarly analyzes liabilities (what a company owes), distinguishing between short-term (current) and long-term (non-current) obligations, and explains shareholders' equity, representing the owners' residual claim. Finally, the document illustrates these concepts with real-world examples from ten top S&P 500 companies, highlighting key balance sheet characteristics for each, and concludes by discussing the importance of financial ratios and footnotes for robust analysis and informed decision-making.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
Episode enters on the income statement, a vital financial document summarizing a company's profitability over a period by detailing revenues, expenses, gains, and losses to arrive at net income. It explains key components like Cost of Goods Sold (COGS), Gross Profit, Operating Expenses, and Earnings Per Share (EPS), highlighting their significance in evaluating financial health. Furthermore, the text analyzes the latest earnings reports of the top ten S&P 500 companies by market capitalization as of June 2025, illustrating how diverse business models within these industry leaders, particularly in the technology sector, influence their financial performance and EPS. Ultimately, the sources emphasize the importance of a holistic financial analysis, urging readers to consider the income statement in conjunction with other financial reports for a comprehensive understanding of a company's financial standing and future prospects.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode offer a comprehensive financial analysis of Tesla, Inc., detailing its distinctive business model built on direct-to-consumer sales, vertical integration, and an expanding clean energy ecosystem. They examine Tesla's financial performance across its automotive, energy, and services segments, highlighting revenue breakdown, cost structure, and profitability trends. The sources also thoroughly discuss significant risks and challengesTesla faces, including intense competition and macroeconomic factors, alongside an evaluation of its management team, shareholder structure, and historical voting records. Finally, the text presents a valuation analysis, employing methodologies like Warren Buffett's intrinsic value and Discounted Cash Flow, to assess Tesla's financial standing and future prospects.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode offers a comprehensive overview of selling call options, focusing on their mechanics, risks, and rewards. It particularly examines how value investors can strategically utilize covered calls to generate income and enhance returns from their long-term holdings, while also addressing potential downsides like capped upside potential. The source emphasizes that this approach can complement a value investing philosophy by providing steady income and tax management benefits, provided investors carefully consider the trade-offs and market outlook.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode offers a comprehensive analysis of Michael Burry, portraying him as a quintessential modern contrarian investor whose career is defined by going against prevailing market sentiment. It details his unique background, including his medical training, and how his rigorous data analysis and unwavering conviction enabled his famous prediction and profitable bet against the 2008 subprime mortgage crisis. The document explores his investment philosophy, emphasizing deep value, risk management, patience, and the exploitation of market inefficiencies driven by behavioral finance, while also discussing his subsequent high-profile GameStop and China tech investments. Finally, it summarizes key takeaways from his approach and acknowledges challenges like timing issues and managing investor psychology.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode examines the evolving landscape of the podcast industry, focusing on diverse business models like advertising, direct listener support, and premium content. It highlights the dominance of platforms like YouTube, Spotify, and Apple Podcasts for audience reach, while also detailing the crucial role of hosting platforms for creators. A significant emphasis is placed on the increasing importance of video podcasts and the transformative influence of Artificial Intelligence. AI is shown to be revolutionizing aspects from content creation and discoverability to enabling more sophisticated monetization strategies, particularly through dynamic and contextual advertising.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode examines the evolving landscape of the podcast industry, focusing on diverse business models like advertising, direct listener support, and premium content. It highlights the dominance of platforms like YouTube, Spotify, and Apple Podcasts for audience reach, while also detailing the crucial role of hosting platforms for creators. A significant emphasis is placed on the increasing importance of video podcasts and the transformative influence of Artificial Intelligence. AI is shown to be revolutionizing aspects from content creation and discoverability to enabling more sophisticated monetization strategies, particularly through dynamic and contextual advertising.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode compare the strategies of OpenAI, Google, and xAI in enabling custom AI application development and monetization. OpenAI focuses on a consumer-facing marketplace through its GPT Store, aiming to democratize AI creation, though creators face challenges with monetization and control. Google Gemini employs an API-first, enterprise-focused infrastructure, providing robust tools for developers to build custom applications and manage their own monetization. xAI Grok integrates its AI deeply within the X platform ecosystem, with monetization primarily tied to X subscriptions and strategic partnerships. Ultimately, these players are competing across different layers of the AI value chain, influencing how developers choose platforms and highlighting the need for sustainable business models in a rapidly evolving market.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode explains that Warren Buffett strategically employs arbitrage, particularly merger arbitrage, alongside his renowned value investing. This approach, while less publicized, is a critical component of his investment success, allowing for efficient capital deployment and significant contributions to Berkshire Hathaway's returns. It functions as a pragmatic tool to utilize large cash reserves and capitalize on opportunities when traditional long-term investments are scarce, demonstrating Buffett's adaptability and analytical prowess in assessing event-driven situations with a focus on high probability and low risk. Case studies like Monsanto, Red Hat, and Activision Blizzard illustrate the practical application of this strategy.keepSave to notecopy_alldocsAdd noteaudio_magic_eraserAudio OverviewflowchartMind Map
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode discuss the Buffett Indicator, a metric comparing the total value of the U.S. stock market to the country's GDP. As of late May 2025, the indicator reached roughly 196.8%, significantly exceeding its historical average of approximately 122.4% and indicating the market is overvalued. This elevated level, about 1.8 standard deviations above the historical trend, suggests stock valuations are disproportionately high compared to economic output. Consequently, analysis implies potentially low annual returns for the U.S. stock market over the next eight years. Factors like interest rates, globalization, and market sentiment can influence this indicator and the implications of its current reading.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
Drawing upon the enduring allegory of Benjamin Graham's "Mr. Market," this analysis explores the complex interplay between this concept of emotional, irrational market fluctuations and the characteristics of modern digital financial environments. It contends that the digital age, through factors like social media, algorithmic trading, and information overload, significantly alters and often amplifies Mr. Market's volatile and emotional tendencies, making fluctuations faster and more widespread. However, the text also acknowledges that technology provides tools for enhanced transparency and analysis, although these tools do not guarantee a more rational market overall. Ultimately, the sources argue that while the fundamental human psychology driving Mr. Market persists, navigating the contemporary "digital Mr. Market" requires investors to adapt valuation strategies for intangible assets, employ rigorous information filtering, and cultivate exceptional psychological discipline to withstand amplified noise and speculation, maintaining Graham's core principles in a new, challenging landscape.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode offer a comprehensive analysis of financial statements, explaining the purpose and components of the Income Statement, Balance Sheet, and Cash Flow Statement and how they are interconnected to provide a complete view of a company's financial health. They examine the recent financial performance and decade-long trends of the top 10 S&P 500 companies, emphasizing the dominance of the technology sector driven by digital transformation and AI. The analysis highlights the robust financial health, strong profitability, and significant cash flow generation of these market leaders. Key metrics for evaluating each statement are also discussed, illustrating how to assess a company's liquidity, solvency, profitability, and efficiency.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
This episode compare book value, a historical accounting measure of a company's net assets, and intrinsic value, a forward-looking estimate of a company's true economic worth based on future potential. They explain the calculations and uses of each metric, highlighting that book value is stable and less relevant for companies with significant intangible assets, while intrinsic value is subjective and based on future cash flows. An analysis of the top 10 S&P 500 companies illustrates how market valuations often prioritize intangible assets and future growth, leading to significant differences between book value and intrinsic value estimates, with notable variations among analyst intrinsic value projections. Ultimately, the text concludes that investors should use both metrics in conjunction with other factors for a more comprehensive understanding of a company's value.
Youtube: https://www.youtube.com/@TheDeepValue
Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697
Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q
Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!
