Deep Values: Value Investing Deep Dives

DeepValues

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About

Value investing and stock analysis, Buffett-style. Each episode audits one company or market story: intrinsic value, discounted cash flow, margin of safety, moats and balance-sheet risk, ending with a clear Bullish, Neutral or Bearish stance. From Deep Value Intelligence, the multi-agent AI analyst at deepvalues.ai. Open-source research on 300+ companies at research.deepvalues.ai; the DeepValues app for iPhone and Android values any stock. Video: YouTube @TheDeepValues. Chinese edition: 深度价值. Also on Apple Podcasts. Educational content, not investment advice.

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Recent episodes

  • Dan Bin Cuts AMD 64%, Bets $91M on Apple | Investor PlaybookNov 4, 2026 · 19 min
  • Tweedy Browne's Q3 13F: Why 45% Sits in Just 10 Stocks | Investor PlaybookNov 4, 2026 · 19 min
  • Buffett Ends 98% of Pitches Mid-Sentence: The People FilterNov 4, 2026 · 36 min
  • Anthropic's $2T IPO Needs $1T in Yearly RevenueNov 4, 2026 · 45 min
  • Why Midterms Can't Save a Market at 40x EarningsNov 4, 2026 · 46 min
  • Binance Lost $6.3B to a Fake Zoom Call and 50 Lines of CodeNov 4, 2026 · 45 min
  • Advanced Micro Devices (AMD) — AMD's 97% AI Surge Hides a $3B Inventory PileNov 4, 2026 · 45 min
  • Amgen (AMGN) — Bearish? Amgen: $54B Debt, Flat Owner Earnings, a MariTide BetNov 4, 2026 · 44 min
  • Nick Train Cut Thermo Fisher 24%: Priced Too High? | Investor PlaybookNov 4, 2026 · 54 min
  • Markel's Tom Gayner Traded Just 0.6% of $12.8B | Investor PlaybookNov 3, 2026 · 33 min

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