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 iOS app 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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Booking probability
37%
Guest openness
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Signup to Generate a PitchValue 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 iOS app values any stock.
Recent episodes include "Anthropic's $80B Six-Month Loss vs Google's $500B Wipeout | Stock Market" (31 October 2026, 18 minutes), "Benner Cycle Says Sell in 2026: Is 1875 Pig-Iron Math Right? | Stock Market" (30 October 2026, 22 minutes), and "Intel (INTC), Bearish? Intel at $95, Base Value $20? SanDisk Has No Safety Margin" (30 October 2026, 23 minutes).
Deep Values: Value Investing Deep Dives publishes roughly daily, with episodes averaging 21 minutes.
Booking probability for Deep Values: Value Investing Deep Dives is 37%, and the host is rated Selective on guests. Deep Values: Value Investing Deep Dives requires a Pod Score of 80 or higher. Deep Values: Value Investing Deep Dives's contact route on record: public web form.
The strongest fits for Deep Values: Value Investing Deep Dives are Investment Banking & Trading. Deep Values: Value Investing Deep Dives has a business audience.
Deep Values: Value Investing Deep Dives is a business podcast.
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Deep Values: Value Investing Deep Dives
See how Graham and Buffett would judge Anthropic's $80 billion six-month loss and Google's $500 billion wipeout. With Anthropic's S-1 filing out and AI spending soaring, the margin of safety question can't wait...
Deep Values: Value Investing Deep Dives
The viral 1875 chart marks 2026 as a sell year, yet its sell dates are just a repeating 9-10-8 year loop. See what its record really shows, and why price versus value matters more than any calendar. Chapters (0:00)...
Deep Values: Value Investing Deep Dives
Bearish on Intel (INTC) as of 2026-11-20: -372% Intel margin of safety. Intel trades at $95.53, but our base intrinsic value estimate is $20.24. That gap means the market price assumes 36.2% annual owner-earnings growth...
Deep Values: Value Investing Deep Dives
Neutral on Roblox (RBLX) as of 2026-11-19: 83% FCF lost to SBC. Roblox reported $1.35B of free cash flow in FY2025 and a $1.07B GAAP net loss in the same year. Subtract the $1.13B of stock-based compensation and only...
Deep Values: Value Investing Deep Dives
Neutral on Amazon (company) (AMZN) as of 2026-11-18: -$42.4B TTM free cash flow. Amazon brought in $168.3B of operating cash flow over the last 12 months, yet reported free cash flow was -$42.4B. Here's how one...
Deep Values: Value Investing Deep Dives
Neutral on Alphabet (GOOGL) as of 2026-11-17: -$9.1B Q3 free cash flow. Alphabet generated $42.3B of operating cash in Q3 2026, spent $51.4B on AI capex, stopped buybacks and took on $29B of new debt. We compare its...
Deep Values: Value Investing Deep Dives
Neutral on Alphabet (GOOGL) as of 2026-11-15: $205B FY2026 capex. Google Cloud is growing 81.8% a year, but a $205B capex program pushed Alphabet's Q2 free cash flow below zero, and its $9.11 headline EPS falls to $2.85...
Deep Values: Value Investing Deep Dives
We take apart Anthropic's 416-page IPO prospectus with Damodaran's valuation: revenue up 1,400%, but $473B in compute commitments that work like debt, a BB+ rating and a five-class share structure. His optimistic base...
Deep Values: Value Investing Deep Dives
The Fed held rates at 3.75%-4.00%, but two governors dissented and voted for another hike, and Chair Warsh says conditions still aren't tight. Here is what that 10-2 split means for discount rates, margin of safety...
Deep Values: Value Investing Deep Dives
We read Anthropic's S-1 with a Graham-Dodd lens: a 3,300% headline growth rate, a growth slowdown in Q3, more than $800B in compute commitments and a single share that gives seven founders control. Then we look at where...
Deep Values: Value Investing Deep Dives
Bearish on Robinhood Markets (HOOD) as of 2026-11-11: -28% Margin of safety. We audit Robinhood's Q3 2026 numbers: $2.25B in free cash flow, a 46% operating margin, zero debt, and the share dilution behind the buybacks...
Deep Values: Value Investing Deep Dives
A former Alibaba executive was told to multiply her forecast by seven, and her team hit it. Learn what that hyper-growth era cost her health and her family, and why value investors should audit their own human capital...
Deep Values: Value Investing Deep Dives
Bullish on PayPal (PYPL) as of 2026-11-08: $6.58B Free cash flow TTM. We put PayPal's $6.58B in free cash flow, its 31% share retirement and three DCF scenarios side by side to see whether a 9.3x P/E is a value trap or...
Deep Values: Value Investing Deep Dives
Li Lu argues that the US-China AI race will be decided by where top talent chooses to live and work, more than by compute alone. We use a deep value lens on his thesis, covering a 1951 immigration quota that helped hand...
Deep Values: Value Investing Deep Dives
Mark Cuban says AI hyperscalers are borrowing more than they bring in as cash flow to build data centers, while a one-cent earnings miss can wipe 18% off a stock. We run his warning through a Graham-Buffett filter...
Deep Values: Value Investing Deep Dives
Mohnish Pabrai finds a well-researched stock idea, then gives himself 30 minutes to find a reason to drop it, followed by a 200-question checklist where 40 to 50 questions are about debt. Learn how he separates risk...
Deep Values: Value Investing Deep Dives
Warren Buffett spent decades avoiding complex tech, so why does Berkshire now hold a $28B Alphabet stake that he says isn't even among his favorite businesses? We look at the $400B cash pile, the 4% Treasury...
Deep Values: Value Investing Deep Dives
Ken Griffin says AI is filling in competitive moats with bulldozers, and he compares the GPU build-out to the dark-fiber telecom bust of 2000. We look at what that means for free cash flow, asset lifespans, discount...
Deep Values: Value Investing Deep Dives
Bill Gates says AI will commoditize both cognitive and physical labor over a 20-year transition, and $40 billion data centers are already being built. We look at which moats get weaker, which ones may get stronger, and...
Deep Values: Value Investing Deep Dives
Using Aswath Damodaran's numbers, we check why the market added $2.5 trillion in the same month the 10-year Treasury jumped to 5.29%, and why AI CapEx is pushing reported earnings well ahead of free cash flow. With...
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