# Deep Values

Page: https://stenobird.com/podcast/deep-values-7354335
Text version: https://stenobird.com/podcast/deep-values-7354335.md
RSS feed: https://anchor.fm/s/105664940/podcast/rss
Official site: https://podcasters.spotify.com/pod/show/lulu629
Author: TheDeepValue
Episodes: 416

## Resource

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!

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/deep-values-7354335
Markdown: https://stenobird.com/podcast/deep-values-7354335.md

## Episodes
- [Michael Burry Catches The Lululemon Knife](https://stenobird.com/podcast/deep-values-7354335/michael-burry-catches-the-lululemon-knife) — 2026-06-13T03:05:00+00:00
- [Beyond the Market: Guy Spier on Value, Love, and Loss](https://stenobird.com/podcast/deep-values-7354335/beyond-the-market-guy-spier-on-value-love-and-loss) — 2026-06-12T15:22:00+00:00
- [Morgan Housell: Smart People Are The Nicest](https://stenobird.com/podcast/deep-values-7354335/morgan-housell-smart-people-are-the-nicest) — 2026-06-12T02:17:00+00:00
- [Stripe and the Dawn of Agentic Commerce Explained](https://stenobird.com/podcast/deep-values-7354335/stripe-and-the-dawn-of-agentic-commerce-explained) — 2026-06-11T02:10:33+00:00
- [Alphabet's 80 Billion Dollar AI Infrastructure Bet Explained](https://stenobird.com/podcast/deep-values-7354335/alphabet-s-80-billion-dollar-ai-infrastructure-bet-explained) — 2026-06-09T03:36:00+00:00
- [Aswath Damodaran on SpaceX Post-Prospectus: Recalculating Value in the AI Age](https://stenobird.com/podcast/deep-values-7354335/aswath-damodaran-on-spacex-post-prospectus-recalculating-value-in-the-ai-age) — 2026-06-07T20:15:23+00:00
- [Smart Strategies for VOO, QQQ, and TQQQ](https://stenobird.com/podcast/deep-values-7354335/smart-strategies-for-voo-qqq-and-tqqq) — 2026-06-03T17:35:00+00:00
- [Mohnish Pabrai’s 20-Punch Card Rule](https://stenobird.com/podcast/deep-values-7354335/mohnish-pabrai-s-20-punch-card-rule) — 2026-06-02T18:04:00+00:00
- [Why Costco Trades Like A Tech Gian](https://stenobird.com/podcast/deep-values-7354335/why-costco-trades-like-a-tech-gian) — 2026-06-01T15:40:00+00:00
- [Why Laozi's Non-Action Philosophy Beats Modern Hustle](https://stenobird.com/podcast/deep-values-7354335/why-laozi-s-non-action-philosophy-beats-modern-hustle) — 2026-05-31T11:29:00+00:00
- [Howard Marks Warns Against AI Mania](https://stenobird.com/podcast/deep-values-7354335/howard-marks-warns-against-ai-mania-2) — 2026-05-30T11:31:00+00:00
- [Salesforce AI Pivot and Stock Deep Valuation](https://stenobird.com/podcast/deep-values-7354335/salesforce-ai-pivot-and-stock-deep-valuation) — 2026-05-29T11:04:00+00:00
- [The Vatican’s Case Against Digital Feudalism](https://stenobird.com/podcast/deep-values-7354335/the-vatican-s-case-against-digital-feudalism) — 2026-05-28T22:42:58+00:00
- [High Free Cash Flow Yield as a Bear Market Shield](https://stenobird.com/podcast/deep-values-7354335/high-free-cash-flow-yield-as-a-bear-market-shield) — 2026-05-27T00:36:50+00:00
- [【13F】Peter Thiel Dumps Big Tech for Cash](https://stenobird.com/podcast/deep-values-7354335/13f-peter-thiel-dumps-big-tech-for-cash) — 2026-05-26T18:06:00+00:00
- [The Two Trillion Dollar SpaceX Martian IPO Explained](https://stenobird.com/podcast/deep-values-7354335/the-two-trillion-dollar-spacex-martian-ipo-explained) — 2026-05-25T15:02:44+00:00
- [Monesh Pabrai: Don't Buy S&P500 Right Now!](https://stenobird.com/podcast/deep-values-7354335/monesh-pabrai-don-t-buy-s-p500-right-now) — 2026-05-24T16:00:00+00:00
- [Microsoft: Navigating the AI Transition and Market Valuation](https://stenobird.com/podcast/deep-values-7354335/microsoft-navigating-the-ai-transition-and-market-valuation) — 2026-05-23T13:40:00+00:00
- [NVIDIA’s Software Moat and Valuation Paradox](https://stenobird.com/podcast/deep-values-7354335/nvidia-s-software-moat-and-valuation-paradox) — 2026-05-23T00:45:00+00:00
- [IPO Booms and Market Tops？](https://stenobird.com/podcast/deep-values-7354335/ipo-booms-and-market-tops) — 2026-05-22T22:26:52+00:00
- [Duan Yongping‘s $25 Billion Pivot to Software](https://stenobird.com/podcast/deep-values-7354335/duan-yongping-s-25-billion-pivot-to-software) — 2026-05-22T12:44:00+00:00
- [Why Intuit Stock Plummeted Despite Record Profits](https://stenobird.com/podcast/deep-values-7354335/why-intuit-stock-plummeted-despite-record-profits) — 2026-05-21T23:57:02+00:00
- [Howard Marks Warns Against AI Mania](https://stenobird.com/podcast/deep-values-7354335/howard-marks-warns-against-ai-mania) — 2026-05-21T15:20:00+00:00
- [【IPO】The SpaceX Prospectus: Analysis, Valuation, and Access Guide](https://stenobird.com/podcast/deep-values-7354335/ipo-the-spacex-prospectus-analysis-valuation-and-access-guide) — 2026-05-21T01:38:34+00:00
- [Delta Air Lines Runs On Amex Billions](https://stenobird.com/podcast/deep-values-7354335/delta-air-lines-runs-on-amex-billions) — 2026-05-20T14:56:00+00:00
- [Why High Dividends Are a Mathematical Trap](https://stenobird.com/podcast/deep-values-7354335/why-high-dividends-are-a-mathematical-trap) — 2026-05-20T02:51:25+00:00
- [【13F】Li Lu dumps banks for financial tollbooths](https://stenobird.com/podcast/deep-values-7354335/13f-li-lu-dumps-banks-for-financial-tollbooths) — 2026-05-18T15:35:28+00:00
- [【13F】Druckenmiller‘s Latest Portfolio Under Buffett’s Value Rules](https://stenobird.com/podcast/deep-values-7354335/13f-druckenmiller-s-latest-portfolio-under-buffett-s-value-rules) — 2026-05-18T03:22:50+00:00
- [【13F】Bill Ackman‘s $14 Billion Eight Stock Bet](https://stenobird.com/podcast/deep-values-7354335/13f-bill-ackman-s-14-billion-eight-stock-bet) — 2026-05-17T16:00:00+00:00
- [【13F】Seth Klarman's Q1 2026 Portfolio Shakeup](https://stenobird.com/podcast/deep-values-7354335/13f-seth-klarman-s-q1-2026-portfolio-shakeup) — 2026-05-17T04:00:02+00:00
- [[13F] The Abel Shuffle: Berkshire Hathaway Q1 2026 Portfolio Analysis](https://stenobird.com/podcast/deep-values-7354335/13f-the-abel-shuffle-berkshire-hathaway-q1-2026-portfolio-analysis) — 2026-05-16T01:20:27+00:00
- [The Hidden Economics of Tokens Expalined](https://stenobird.com/podcast/deep-values-7354335/the-hidden-economics-of-tokens-expalined) — 2026-05-13T14:18:01+00:00
- [Why Breaking Even Destroys Your Wealth](https://stenobird.com/podcast/deep-values-7354335/why-breaking-even-destroys-your-wealth) — 2026-05-12T15:26:00+00:00
- [Warren Buffett's 200 Billion Dollar Mistakes Explained](https://stenobird.com/podcast/deep-values-7354335/warren-buffett-s-200-billion-dollar-mistakes-explained) — 2026-05-12T11:09:00+00:00
- [Li Lu: When to Sell?](https://stenobird.com/podcast/deep-values-7354335/li-lu-when-to-sell) — 2026-05-11T14:30:28+00:00
- [How Companies Fake Profits with Accounting](https://stenobird.com/podcast/deep-values-7354335/how-companies-fake-profits-with-accounting) — 2026-05-11T02:20:53+00:00
- [Naval Ravikant: The Shifting Logic of Violence and Technological Renaissance](https://stenobird.com/podcast/deep-values-7354335/naval-ravikant-the-shifting-logic-of-violence-and-technological-renaissance) — 2026-05-10T16:58:00+00:00
- [[13F] Christopher Hohn's Nine Stock Monopoly Portfolio Exposed](https://stenobird.com/podcast/deep-values-7354335/13f-christopher-hohn-s-nine-stock-monopoly-portfolio-exposed) — 2026-05-09T16:06:50+00:00
- [Buffett Indicator 228%; Shiller PE: 40!](https://stenobird.com/podcast/deep-values-7354335/buffett-indicator-228-shiller-pe-40) — 2026-05-08T22:29:18+00:00
- [Microsoft's 2026 Four Trillion Dollar AI Gamble Exposed](https://stenobird.com/podcast/deep-values-7354335/microsoft-s-2026-four-trillion-dollar-ai-gamble-exposed) — 2026-05-07T23:35:13+00:00
- [Paul Tudor Jones on Risk and AI](https://stenobird.com/podcast/deep-values-7354335/paul-tudor-jones-on-risk-and-ai) — 2026-05-07T03:07:35+00:00
- [2026 PayPal Value Trap or Fintech Bargain](https://stenobird.com/podcast/deep-values-7354335/2026-paypal-value-trap-or-fintech-bargain) — 2026-05-06T07:14:00+00:00
- [Monesh Pabri: The Art of Doing Nothing](https://stenobird.com/podcast/deep-values-7354335/monesh-pabri-the-art-of-doing-nothing) — 2026-05-05T13:38:00+00:00
- [Warren Buffett on Berkshire, Succession, and the American Miracle](https://stenobird.com/podcast/deep-values-7354335/warren-buffett-on-berkshire-succession-and-the-american-miracle) — 2026-05-04T22:12:01+00:00

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