Podcast

Deep Values

Author: TheDeepValue
Feed episode count: 519
Official site: https://podcasters.spotify.com/pod/show/lulu629
RSS: https://anchor.fm/s/105664940/podcast/rss
JSON: /v1/public/podcasts/deep-values-7354335
Markdown: /podcast/deep-values-7354335.md

Summary

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 refining your craft, join us to build a smarter, more disciplined investing mindset. New videos every other day— subscribe and let's invest wisely!

Episodes

Sep 22, 2026 · not_requested

Richer, Wiser, Happier

Duration seconds: 3269
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Richer--Wiser--Happier-e3p8ibb

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Sep 21, 2026 · not_requested

Expose The Financial Reality of Top Internet Security Companies

Duration seconds: 3340
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Expose-The-Financial-Reality-of-Top-Internet-Security-Companies-e3p5icp

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Sep 21, 2026 · not_requested

Why Warren Buffett Just Is Dumping Apple?

Duration seconds: 1454
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Warren-Buffett-Just-Is-Dumping-Apple-e3p42dq

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Sep 20, 2026 · not_requested

MIT OpenCourse: The Mathematical Plumbing of Financial Markets

Duration seconds: 1358
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/MIT-OpenCourse-The-Mathematical-Plumbing-of-Financial-Markets-e3p4qt4

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Sep 19, 2026 · not_requested

Duan Yongping’s 18 Percent Dual Yield Strategy Explained

Duration seconds: 1240
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Duan-Yongpings-18-Percent-Dual-Yield-Strategy-Explained-e3ove3s

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Sep 19, 2026 · not_requested

Warren Buffett Steps Down As Berkshire Chairman

Duration seconds: 1172
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Warren-Buffett-Steps-Down-As-Berkshire-Chairman-e3p2sdn

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Sep 18, 2026 · not_requested

Why 2026 Profits and Revenue Decoupled? #MSFT #AMZN #BABA #TCEHY

Duration seconds: 4104
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-2026-Profits-and-Revenue-Decoupled--MSFT-AMZN-BABA-TCEHY-e3otm4r

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Sep 16, 2026 · not_requested

Fed Hikes Rate!

Duration seconds: 1210
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Fed-Hikes-Rate-e3ov05v

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Sep 14, 2026 · not_requested

Big Short Partners Spot Market Structural Rot

Duration seconds: 1464
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Big-Short-Partners-Spot-Market-Structural-Rot-e3orib3

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Sep 13, 2026 · not_requested

Why Spreadsheets Are Ruining Business Valuation

Duration seconds: 1348
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Spreadsheets-Are-Ruining-Business-Valuation-e3oq41e

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Sep 12, 2026 · not_requested

Why Alphabet Is Warren Buffett's New Railroad

Duration seconds: 1219
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Alphabet-Is-Warren-Buffetts-New-Railroad-e3oo3nj

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Sep 12, 2026 · not_requested

Why Washington Saved The Japanese Yen

Duration seconds: 1114
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Washington-Saved-The-Japanese-Yen-e3oo3ka

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Sep 8, 2026 · not_requested

All Brutal Options Trading Advice You Need To Know

Duration seconds: 4137
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/All-Brutal-Options-Trading-Advice-You-Need-To-Know-e3oibve

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Sep 7, 2026 · not_requested

Why Big Tech Net Income Is Deceptive? Who is the real big BOSS?

Duration seconds: 3040
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Big-Tech-Net-Income-Is-Deceptive--Who-is-the-real-big-BOSS-e3ofr7f

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Sep 6, 2026 · not_requested

Scaling Only Magnifies a Broken Model

Duration seconds: 1611
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Scaling-Only-Magnifies-a-Broken-Model-e3oc7r3

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Sep 5, 2026 · not_requested

The ten trillion dollar AI compute race explained

Duration seconds: 1298
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/The-ten-trillion-dollar-AI-compute-race-explained-e3oc7nc

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Sep 4, 2026 · not_requested

Lululemon‘s Q2 Earnings Exposed: Margin Tricks and Stock Crash

Duration seconds: 1248
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Lululemons-Q2-Earnings-Exposed-Margin-Tricks-and-Stock-Crash-e3oao6t

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Sep 3, 2026 · not_requested

Broadcom's Q2 AI Growth and VMware Revolt

Duration seconds: 1370
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Broadcoms-Q2-AI-Growth-and-VMware-Revolt-e3oa41b

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Sep 2, 2026 · not_requested

What's Wrong, Google?

Duration seconds: 1335
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Whats-Wrong--Google-e3o8ih6

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Sep 1, 2026 · not_requested

Decode Druckenmiller Accuses Bessent of Yield Manipulation

Duration seconds: 1299
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Decode-Druckenmiller-Accuses-Bessent-of-Yield-Manipulation-e3o6rtm

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Aug 31, 2026 · not_requested

Mohnish Pabrai‘s Concentrated Four Stock Portfolio Exposed

Duration seconds: 1352
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Mohnish-Pabrais-Concentrated-Four-Stock-Portfolio-Exposed-e3o3iig

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Aug 30, 2026 · not_requested

Sequoia Fund’s Modern Value Investing Strategy Explained

Duration seconds: 1192
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Sequoia-Funds-Modern-Value-Investing-Strategy-Explained-e3o2kq7

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Aug 29, 2026 · not_requested

How Warren Buffett Lower Cost Basis by Selling Options

Duration seconds: 1261
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/How-Warren-Buffett-Lower-Cost-Basis-by-Selling-Options-e3o2f08

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Aug 27, 2026 · not_requested

Why Li Lu Is Buying PDD？

Duration seconds: 1430
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Li-Lu-Is-Buying-PDD-e3o081h

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Aug 27, 2026 · not_requested

NVIDIA's Q2 Earnings Explosed Monopoly Beyond The Shovel Analogy

Duration seconds: 1330
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/NVIDIAs-Q2-Earnings-Explosed-Monopoly-Beyond-The-Shovel-Analogy-e3nuqcs

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Aug 26, 2026 · not_requested

Why Intuit's Stock Crashed After Record Earnings?

Duration seconds: 1366
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Intuits-Stock-Crashed-After-Record-Earnings-e3nu6gl

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Aug 25, 2026 · not_requested

Mag7 Q2 Earnings Deep Dive #MSFT #META #GOOGL #AMZN

Duration seconds: 1398
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Mag7-Q2-Earnings-Deep-Dive-MSFT-META-GOOGL-AMZN-e3nt4bm

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Aug 25, 2026 · not_requested

PDD‘s Q2 Earnings Financial Analysis

Duration seconds: 1255
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/PDDs-Q2-Earnings-Financial-Analysis-e3nso82

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Aug 24, 2026 · not_requested

【13F】Bill Ackman’s Q2 Radical Pivot to Toll Roads

Duration seconds: 1439
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13FBill-Ackmans-Q2-Radical-Pivot-to-Toll-Roads-e3nrhm2

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Aug 23, 2026 · not_requested

【13F】Dan Bin's Q2 Billion Dollar AI Pivot

Duration seconds: 1282
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13FDan-Bins-Q2-Billion-Dollar-AI-Pivot-e3npt2q

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Aug 21, 2026 · not_requested

Follow the Money: Big Techs Two Trillion Dollar Missing AI Debt

Duration seconds: 1097
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Follow-the-Money-Big-Techs-Two-Trillion-Dollar-Missing-AI-Debt-e3nnos6

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Aug 21, 2026 · not_requested

Seth Klarman's 13F Exposed Q2 Holdings: Latest Billion Dollar Moves

Duration seconds: 1475
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Seth-Klarmans-13F-Exposed-Q2-Holdings-Latest-Billion-Dollar-Moves-e3nmja8

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Aug 20, 2026 · not_requested

[13F] Duan Yongping's Holding Exposed

Duration seconds: 1686
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13F-Duan-Yongpings-Holding-Exposed-e3njh5d

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Aug 19, 2026 · not_requested

[13F] Li Lu's Q2 Massive Alphabet and PDD Bets Exposed!

Duration seconds: 1278
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13F-Li-Lus-Q2-Massive-Alphabet-and-PDD-Bets-Exposed-e3nhdi3

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Aug 18, 2026 · not_requested

TCI Fund’s 13F: 52 Billion Tollbooth Portfolio

Duration seconds: 1424
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/TCI-Funds-13F-52-Billion-Tollbooth-Portfolio-e3nf4pa

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Aug 17, 2026 · not_requested

Michael Burry's 13F Final AI Accounting Short

Duration seconds: 1193
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Michael-Burrys-13F-Final-AI-Accounting-Short-e3nf0l2

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Aug 16, 2026 · not_requested

Stanley Druckenmiller’s 13F: Ruthless Eight Month Strategy

Duration seconds: 1245
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Stanley-Druckenmillers-13F-Ruthless-Eight-Month-Strategy-e3ne6u1

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Aug 15, 2026 · not_requested

Peter Thiel 13F: Trading Nvidia for the power grid

Duration seconds: 1356
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Peter-Thiel-13F-Trading-Nvidia-for-the-power-grid-e3ne6t9

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Aug 15, 2026 · not_requested

Warren Buffett 13F: Berkshire Hathaway Ends Selling Streak With Alphabet

Duration seconds: 1122
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Warren-Buffett-13F-Berkshire-Hathaway-Ends-Selling-Streak-With-Alphabet-e3ne6r1

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Aug 14, 2026 · not_requested

Tencent Record Profits Fuel AI Arms Race

Duration seconds: 1168
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Tencent-Record-Profits-Fuel-AI-Arms-Race-e3ncrc6

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Jul 19, 2026 · not_requested

Is Messi A Great Value Investor?

Duration seconds: 796
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Is-Messi-A-Great-Value-Investor-e3m8rp0

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Jul 18, 2026 · not_requested

Why AI terrifies Howard Marks

Duration seconds: 1413
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-AI-terrifies-Howard-Marks-e3m6go8

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Jul 18, 2026 · not_requested

Warren Buffett latest comment on Apple and Business Moats

Duration seconds: 1408
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Warren-Buffett-latest-comment-on-Apple-and-Business-Moats-e3m7phk

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Jul 16, 2026 · not_requested

Sell Put Explained (Options Designed For Value Investors)

Duration seconds: 1463
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Sell-Put-Explained-Options-Designed-For-Value-Investors-e3m02k6

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Jul 15, 2026 · not_requested

Warren Buffett: Yes, I bought GOOGL. So What?!

Duration seconds: 1290
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Warren-Buffett-Yes--I-bought-GOOGL--So-What-e3m4e7v

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Jul 14, 2026 · not_requested

Buffett: Why billionaires step over 1-foot bars?

Duration seconds: 1185
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Buffett-Why-billionaires-step-over-1-foot-bars-e3lu7vi

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Jul 14, 2026 · not_requested

Why Coinbase reports Losses While Printing Cash

Duration seconds: 1523
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Coinbase-reports-Losses-While-Printing-Cash-e3lu7up

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Jul 13, 2026 · not_requested

Tencent’s Radical Pivot to a Value Compounder

Duration seconds: 1338
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Tencents-Radical-Pivot-to-a-Value-Compounder-e3lu7tr

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Jul 12, 2026 · not_requested

Why Amazon's stock fell despite record earnings?

Duration seconds: 1326
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Amazons-stock-fell-despite-record-earnings-e3lu7t8

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Jul 11, 2026 · not_requested

The 2 Trillion SpaceX Shareholder Illusion Exposed

Duration seconds: 1341
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/The-2-Trillion-SpaceX-Shareholder-Illusion-Exposed-e3lv19k

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Jul 11, 2026 · not_requested

ADP Is A Secret Shadow Bank?

Duration seconds: 1351
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/ADP-Is-A-Secret-Shadow-Bank-e3lu7sg

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Jul 10, 2026 · not_requested

Spotify Financial Deep Value Analysis

Duration seconds: 764
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Spotify-Financial-Deep-Value-Analysis-e3lu7s0

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Jul 9, 2026 · not_requested

Fiserv CEO Chaos and Deep Value Analysis

Duration seconds: 1440
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Fiserv-CEO-Chaos-and-Deep-Value-Analysis-e3lntq2

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Jul 9, 2026 · not_requested

Robinhood is profitable but massively overvalued？

Duration seconds: 1275
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Robinhood-is-profitable-but-massively-overvalued-e3lrd45

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Jul 8, 2026 · not_requested

Turning KV Cache into AI fuel

Duration seconds: 1412
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Turning-KV-Cache-into-AI-fuel-e3lgbh3

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Jul 8, 2026 · not_requested

Occidental Petroleum: Strategic Analysis and Deep Value Analysis

Duration seconds: 1266
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Occidental-Petroleum-Strategic-Analysis-and-Deep-Value-Analysis-e3lptnl

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Jul 7, 2026 · not_requested

[ROE] AI Algorithms Hack Traditional Value Investing

Duration seconds: 1181
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/ROE-AI-Algorithms-Hack-Traditional-Value-Investing-e3lfssg

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Jul 6, 2026 · not_requested

ROIC Separates Wealth Creators From Money Burners

Duration seconds: 1357
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/ROIC-Separates-Wealth-Creators-From-Money-Burners-e3lfsqt

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Jul 5, 2026 · not_requested

Intrinsic Value and The Hidden Financial Risks of AAPL, MSFT, NVDA, MU, GOOGL

Duration seconds: 1270
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Intrinsic-Value-and-The-Hidden-Financial-Risks-of-AAPL--MSFT--NVDA--MU--GOOGL-e3ll9qb

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Jul 4, 2026 · not_requested

Trump Accounts Intend to Turn Babies Into Millionaires

Duration seconds: 1147
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Trump-Accounts-Intend-to-Turn-Babies-Into-Millionaires-e3li3b7

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Jul 3, 2026 · not_requested

Wall Street Work for Wall Street, Not For You!

Duration seconds: 1249
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Wall-Street-Work-for-Wall-Street--Not-For-You-e3ljceb

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Jul 2, 2026 · not_requested

Li Lu on the global economic startup

Duration seconds: 1391
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Li-Lu-on-the-global-economic-startup-e3lgaqs

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Jul 1, 2026 · not_requested

Value Investing in AI Era

Duration seconds: 1463
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Value-Investing-in-AI-Era-e3lcrqs

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Jul 1, 2026 · not_requested

[No Fundamental] Pure Technical Analysis: Where are we right now?

Duration seconds: 1419
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/No-Fundamental-Pure-Technical-Analysis-Where-are-we-right-now-e3lf1ms

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Jun 29, 2026 · not_requested

Why being busy keeps you poor?

Duration seconds: 1452
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-being-busy-keeps-you-poor-e3lc89c

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Jun 28, 2026 · not_requested

What's The Catch Behind Alphabet's GOOGM 6.25% High Yield?

Duration seconds: 1119
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Whats-The-Catch-Behind-Alphabets-GOOGM-6-25-High-Yield-e3lc3ce

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Jun 26, 2026 · not_requested

Are FANNG outdated? Let's talk about Capex and Earnings in 2026

Duration seconds: 1813
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Are-FANNG-outdated--Lets-talk-about-Capex-and-Earnings-in-2026-e3l5e37

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Jun 25, 2026 · not_requested

Being Right Too Early Killed Tiger Management

Duration seconds: 812
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Being-Right-Too-Early-Killed-Tiger-Management-e3l5bqc

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Jun 23, 2026 · not_requested

Bill Gurley’s Systems Thinking Mental Models

Duration seconds: 1400
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Bill-Gurleys-Systems-Thinking-Mental-Models-e3l3aub

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Jun 22, 2026 · not_requested

Bill Ackman's Bet on Old Tech Giants Explained

Duration seconds: 1279
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Bill-Ackmans-Bet-on-Old-Tech-Giants-Explained-e3l3amr

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Jun 21, 2026 · not_requested

The Most Important Thing: Why Second-Level Thinking Beats the Crowd

Duration seconds: 3199
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/The-Most-Important-Thing-Why-Second-Level-Thinking-Beats-the-Crowd-e3l3akt

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Jun 20, 2026 · not_requested

Seth Klarman On Thriving During Market Chaos

Duration seconds: 1570
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Seth-Klarman-On-Thriving-During-Market-Chaos-e3l1m0a

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Jun 19, 2026 · not_requested

🚨 Bubble Watch: Buffett Indicator at 234! CAPE Near All Time High 41!

Duration seconds: 1277
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Bubble-Watch-Buffett-Indicator-at-234--CAPE-Near-All-Time-High-41-e3l06qv

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Jun 18, 2026 · not_requested

Becky Quick on Mastering the Markets and Warren Buffett’s Wisdom

Duration seconds: 1166
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Becky-Quick-on-Mastering-the-Markets-and-Warren-Buffetts-Wisdom-e3kt53n

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Jun 17, 2026 · not_requested

The Psychology of Money: Bubbles, Scarcity, and Financial Education

Duration seconds: 1390
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/The-Psychology-of-Money-Bubbles--Scarcity--and-Financial-Education-e3kscu0

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Jun 17, 2026 · not_requested

Seth Klarman Warns of an AI Bubble

Duration seconds: 1200
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Seth-Klarman-Warns-of-an-AI-Bubble-e3krii3

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Jun 16, 2026 · not_requested

The Intrinsic Philosophy of Warren Buffett and Charlie Munger

Duration seconds: 4358
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/The-Intrinsic-Philosophy-of-Warren-Buffett-and-Charlie-Munger-e3kries

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Jun 14, 2026 · not_requested

Dan Loeb on How Value Investor Survive The AI Revolution

Duration seconds: 1421
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Dan-Loeb-on-How-Value-Investor-Survive-The-AI-Revolution-e3kpgs2

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Jun 13, 2026 · not_requested

1929: Einstein's Empty Attic and Musical Intuition

Duration seconds: 1234
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/1929-Einsteins-Empty-Attic-and-Musical-Intuition-e3konu8

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Jun 13, 2026 · not_requested

Michael Burry Catches The Lululemon Knife

Duration seconds: 1314
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Michael-Burry-Catches-The-Lululemon-Knife-e3kmbui

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Jun 12, 2026 · not_requested

Beyond the Market: Guy Spier on Value, Love, and Loss

Duration seconds: 1023
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Beyond-the-Market-Guy-Spier-on-Value--Love--and-Loss-e3klic6

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Jun 12, 2026 · not_requested

Morgan Housell: Smart People Are The Nicest

Duration seconds: 1335
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Morgan-Housell-Smart-People-Are-The-Nicest-e3khctm

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Jun 11, 2026 · not_requested

Stripe and the Dawn of Agentic Commerce Explained

Duration seconds: 1278
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Stripe-and-the-Dawn-of-Agentic-Commerce-Explained-e3kkolq

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Jun 9, 2026 · not_requested

Alphabet's 80 Billion Dollar AI Infrastructure Bet Explained

Duration seconds: 1316
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Alphabets-80-Billion-Dollar-AI-Infrastructure-Bet-Explained-e3kfntm

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Jun 7, 2026 · not_requested

Aswath Damodaran on SpaceX Post-Prospectus: Recalculating Value in the AI Age

Duration seconds: 265
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Aswath-Damodaran-on-SpaceX-Post-Prospectus-Recalculating-Value-in-the-AI-Age-e3kfagb

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Jun 3, 2026 · not_requested

Smart Strategies for VOO, QQQ, and TQQQ

Duration seconds: 1434
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Smart-Strategies-for-VOO--QQQ--and-TQQQ-e3k4ftc

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Jun 2, 2026 · not_requested

Mohnish Pabrai’s 20-Punch Card Rule

Duration seconds: 1428
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Mohnish-Pabrais-20-Punch-Card-Rule-e3k41o4

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Jun 1, 2026 · not_requested

Why Costco Trades Like A Tech Gian

Duration seconds: 1212
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Costco-Trades-Like-A-Tech-Gian-e3k3eba

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May 31, 2026 · not_requested

Why Laozi's Non-Action Philosophy Beats Modern Hustle

Duration seconds: 1058
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Laozis-Non-Action-Philosophy-Beats-Modern-Hustle-e3k1qik

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May 30, 2026 · not_requested

Howard Marks Warns Against AI Mania

Duration seconds: 1015
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Howard-Marks-Warns-Against-AI-Mania-e3k1qk5

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May 29, 2026 · not_requested

Salesforce AI Pivot and Stock Deep Valuation

Duration seconds: 1449
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Salesforce-AI-Pivot-and-Stock-Deep-Valuation-e3k1psi

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May 28, 2026 · not_requested

The Vatican’s Case Against Digital Feudalism

Duration seconds: 1290
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/The-Vaticans-Case-Against-Digital-Feudalism-e3k1p77

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May 27, 2026 · not_requested

High Free Cash Flow Yield as a Bear Market Shield

Duration seconds: 1302
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/High-Free-Cash-Flow-Yield-as-a-Bear-Market-Shield-e3junhv

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May 26, 2026 · not_requested

【13F】Peter Thiel Dumps Big Tech for Cash

Duration seconds: 1324
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13FPeter-Thiel-Dumps-Big-Tech-for-Cash-e3jqgst

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May 25, 2026 · not_requested

The Two Trillion Dollar SpaceX Martian IPO Explained

Duration seconds: 2542
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/The-Two-Trillion-Dollar-SpaceX-Martian-IPO-Explained-e3jsbok

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May 24, 2026 · not_requested

Monesh Pabrai: Don't Buy S&P500 Right Now!

Duration seconds: 1719
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Monesh-Pabrai-Dont-Buy-SP500-Right-Now-e3jpame

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May 23, 2026 · not_requested

Microsoft: Navigating the AI Transition and Market Valuation

Duration seconds: 864
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Microsoft-Navigating-the-AI-Transition-and-Market-Valuation-e3jp7hf

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May 23, 2026 · not_requested

NVIDIA’s Software Moat and Valuation Paradox

Duration seconds: 1191
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/NVIDIAs-Software-Moat-and-Valuation-Paradox-e3jnm9e

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May 22, 2026 · not_requested

IPO Booms and Market Tops？

Duration seconds: 1351
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/IPO-Booms-and-Market-Tops-e3jp0ha

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May 22, 2026 · not_requested

Duan Yongping‘s $25 Billion Pivot to Software

Duration seconds: 1256
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Duan-Yongpings-25-Billion-Pivot-to-Software-e3jnm84

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May 21, 2026 · not_requested

Why Intuit Stock Plummeted Despite Record Profits

Duration seconds: 1214
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Intuit-Stock-Plummeted-Despite-Record-Profits-e3jnl0h

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May 21, 2026 · not_requested

Howard Marks Warns Against AI Mania

Duration seconds: 1015
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Howard-Marks-Warns-Against-AI-Mania-e3jlafv

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May 21, 2026 · not_requested

【IPO】The SpaceX Prospectus: Analysis, Valuation, and Access Guide

Duration seconds: 1162
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/IPOThe-SpaceX-Prospectus-Analysis--Valuation--and-Access-Guide-e3jm3c9

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May 20, 2026 · not_requested

Delta Air Lines Runs On Amex Billions

Duration seconds: 1011
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Delta-Air-Lines-Runs-On-Amex-Billions-e3jkhk0

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May 20, 2026 · not_requested

Why High Dividends Are a Mathematical Trap

Duration seconds: 1188
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-High-Dividends-Are-a-Mathematical-Trap-e3jkhea

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May 18, 2026 · not_requested

【13F】Li Lu dumps banks for financial tollbooths

Duration seconds: 1423
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13FLi-Lu-dumps-banks-for-financial-tollbooths-e3jhsmv

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May 18, 2026 · not_requested

【13F】Druckenmiller‘s Latest Portfolio Under Buffett’s Value Rules

Duration seconds: 1355
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13FDruckenmillers-Latest-Portfolio-Under-Buffetts-Value-Rules-e3jgu7s

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May 17, 2026 · not_requested

【13F】Bill Ackman‘s $14 Billion Eight Stock Bet

Duration seconds: 1374
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13FBill-Ackmans-14-Billion-Eight-Stock-Bet-e3jfms1

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May 17, 2026 · not_requested

【13F】Seth Klarman's Q1 2026 Portfolio Shakeup

Duration seconds: 1084
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13FSeth-Klarmans-Q1-2026-Portfolio-Shakeup-e3jeioa

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May 16, 2026 · not_requested

[13F] The Abel Shuffle: Berkshire Hathaway Q1 2026 Portfolio Analysis

Duration seconds: 1356
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13F-The-Abel-Shuffle-Berkshire-Hathaway-Q1-2026-Portfolio-Analysis-e3jeg9p

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May 13, 2026 · not_requested

The Hidden Economics of Tokens Expalined

Duration seconds: 1267
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/The-Hidden-Economics-of-Tokens-Expalined-e3jbe7e

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May 12, 2026 · not_requested

Why Breaking Even Destroys Your Wealth

Duration seconds: 696
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Why-Breaking-Even-Destroys-Your-Wealth-e3j87ku

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May 12, 2026 · not_requested

Warren Buffett's 200 Billion Dollar Mistakes Explained

Duration seconds: 1186
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Warren-Buffetts-200-Billion-Dollar-Mistakes-Explained-e3j9j84

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May 11, 2026 · not_requested

Li Lu: When to Sell?

Duration seconds: 1220
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Li-Lu-When-to-Sell-e3j75gt

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May 11, 2026 · not_requested

How Companies Fake Profits with Accounting

Duration seconds: 1238
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/How-Companies-Fake-Profits-with-Accounting-e3j6a82

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May 10, 2026 · not_requested

Naval Ravikant: The Shifting Logic of Violence and Technological Renaissance

Duration seconds: 786
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Naval-Ravikant-The-Shifting-Logic-of-Violence-and-Technological-Renaissance-e3j4lek

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May 9, 2026 · not_requested

[13F] Christopher Hohn's Nine Stock Monopoly Portfolio Exposed

Duration seconds: 1362
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/13F-Christopher-Hohns-Nine-Stock-Monopoly-Portfolio-Exposed-e3j4k2m

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May 8, 2026 · not_requested

Buffett Indicator 228%; Shiller PE: 40!

Duration seconds: 1143
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Buffett-Indicator-228-Shiller-PE-40-e3j3tk6

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May 7, 2026 · not_requested

Microsoft's 2026 Four Trillion Dollar AI Gamble Exposed

Duration seconds: 1219
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Microsofts-2026-Four-Trillion-Dollar-AI-Gamble-Exposed-e3j2bq1

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May 7, 2026 · not_requested

Paul Tudor Jones on Risk and AI

Duration seconds: 3729
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Paul-Tudor-Jones-on-Risk-and-AI-e3j0kjr

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May 6, 2026 · not_requested

2026 PayPal Value Trap or Fintech Bargain

Duration seconds: 1184
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/2026-PayPal-Value-Trap-or-Fintech-Bargain-e3iufq3

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May 5, 2026 · not_requested

Monesh Pabri: The Art of Doing Nothing

Duration seconds: 1347
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Monesh-Pabri-The-Art-of-Doing-Nothing-e3it2gu

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May 4, 2026 · not_requested

Warren Buffett on Berkshire, Succession, and the American Miracle

Duration seconds: 1315
Source: https://podcasters.spotify.com/pod/show/lulu629/episodes/Warren-Buffett-on-Berkshire--Succession--and-the-American-Miracle-e3isrrq

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