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by DeepValues
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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- Today18 min
Data Centers Lost 40 of 41 Votes. Why Microsoft Rose | Investor Playbook
Voters backed limits on data centers in 40 of 41 local ballot measures, and Texas, home to 25% of planned U.S. capacity, may freeze approvals. Learn why local permission is becoming AI's scarcest input, and how that red tape could quietly widen incumbents' moats.• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes iPhone Android• Is the market overvalued? The Buffett Indicator app iPhone (Buffett Indicator) Android (Buffett Indicator & Shiller PE)Chapters Data Center Election Losses Texas Bottleneck and Youth Vote Evidence Assessment Market Divergence and Moat Buffett Lens: Business Quality Buffett Lens: Capital Value Investor Lesson on Regulation Intelligent Value Investor App Suite Get the appsDeepValues toolkit• Run the numbers on any stock yourself, free• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)• Open-source research on 300+ companies• Deep Value Intelligence, the multi-agent AI analyst• Developer API and MCP server for your AI agentsDeep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.• This episode on YouTubeSubscribe on YouTubePodcast (Deep Values): Spotify · Apple PodcastsDisclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.#WarrenBuffett #ValueInvesting #InvestingOriginal sourcesChamath Palihapitiya - WikipediaData Centers Lost Nearly Every Local Vote on Election Day
- Today17 min
NVIDIA (NVDA) — Nvidia's CEO and the Intelligence Leak Aimed at a $2T Moat
Deep value research on NVIDIA (NVDA) as of 2026-11-13: $2T Value in the. We trace how a U.S. intelligence leak tying Jensen Huang to an alleged Chinese state-security recruit became a weapon in the fight over Nvidia's China chip exports. For value investors, the question now is how much extra margin of safety this policy risk demands.• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes iPhone Android• Is the market overvalued? The Buffett Indicator app iPhone (Buffett Indicator) Android (Buffett Indicator & Shiller PE)Chapters Anatomy of a Leak Intelligence Timeline Anatomy of a Leak Takeaway for Investors Core Conflict: AI Supremacy Intelligence Timeline Core Conflict: AI Supremacy Key Risks and Burden Shift Takeaway for Investors Apps for Intelligent Value Get the appsFull open-source research reportDeepValues toolkit• Run the numbers on any stock yourself, free• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)• Open-source research on 300+ companies• Deep Value Intelligence, the multi-agent AI analyst• Developer API and MCP server for your AI agentsDeep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.• This episode on YouTubeSubscribe on YouTubePodcast (Deep Values): Spotify · Apple PodcastsDisclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.#ValueInvesting #NVDA #StockMarket
- Today19 min
Nvidia vs Microsoft: The Math of the $1.8T AI Meltdown | Stock Market
Damodaran's cash-flow map shows why the AI suppliers generating the most cash lost the most when $1.8 trillion vanished in a single day. Now that the AI trade is splitting into four layers, where a company sits in the food chain decides its risk.• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes iPhone Android• Is the market overvalued? The Buffett Indicator app iPhone (Buffett Indicator) Android (Buffett Indicator & Shiller PE)Chapters Deconstructing the AI Trade Mapping AI Ecosystem Layers Capital Expenditure to Revenue Flow Market Cap Wealth Transfer Deconstructing the AI Trade Big Market Delusion Valuation Fragility Case Study Intelligent Value Investing Tools Get the appsDeepValues toolkit• Run the numbers on any stock yourself, free• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)• Open-source research on 300+ companies• Deep Value Intelligence, the multi-agent AI analyst• Developer API and MCP server for your AI agentsDeep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.• This episode on YouTubeSubscribe on YouTubePodcast (Deep Values): Spotify · Apple PodcastsDisclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.#StockMarket #ValueInvesting #BuffettIndicatorOriginal sourceDeconstructing the AI Trade: Market Meltdown, Correction or Clean up?
- Yesterday18 min
Nvidia, Moutai, Micron: Duan on Why a 3x PE Can Be a Trap | Value Investing
Duan Yongping's November 7 notes on Nvidia, Moutai and Micron reveal one framework: true moats leave a footprint in sustained gross margins, while cheap cyclicals hide a countdown clock. Learn why a stock at 3x earnings can be a trap, not a bargain, while memory-chip profits look their best.• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes iPhone Android• Is the market overvalued? The Buffett Indicator app iPhone (Buffett Indicator) Android (Buffett Indicator & Shiller PE)Chapters Deep Value Intelligence Anatomy of a Moat Financial Footprint of a Moat Key Risks Misinterpretation Deep Value Allocation Matrix Cyclical Exception Payback Math Deep Value Allocation Matrix Intelligent Investor Tools Get the appsDeepValues toolkit• Run the numbers on any stock yourself, free• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)• Open-source research on 300+ companies• Deep Value Intelligence, the multi-agent AI analyst• Developer API and MCP server for your AI agentsDeep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.• This episode on YouTubeSubscribe on YouTubePodcast (Deep Values): Spotify · Apple PodcastsDisclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.#ValueInvesting #IntrinsicValue #Investing
- Yesterday19 min
Amazon's $215B AI Bet vs Apple's $9B: Who Earns It Back? | Stock Market
We run the real numbers: Amazon's $215B in CapEx pushed its free cash flow to -$47B, while Apple kept $136B. Then we show why Alphabet's ~$200B build-out needs about $100B in new AI revenue just to earn a 15% return.• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes iPhone Android• Is the market overvalued? The Buffett Indicator app iPhone (Buffett Indicator) Android (Buffett Indicator & Shiller PE)Chapters The AI CapEx Reality Check The Cash Flow Compression (LTM Data) Business Models Diverge: Builders vS. Apple's Infrastructure Optionality The Pressure Cookers: Amazon & Alphabet Clear Backlogs VS. Invisible ROIC What Does 15% ROIC Actually Require? Apple's Infrastructure Optionality Is this 1999? Yes and No. Servers Are Not Railroads Where the Periphery Breaks The Verdict: Watch the Numerator DeepValues Resources Get the appsDeepValues toolkit• Run the numbers on any stock yourself, free• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)• Open-source research on 300+ companies• Deep Value Intelligence, the multi-agent AI analyst• Developer API and MCP server for your AI agentsDeep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.• This episode on YouTubeSubscribe on YouTubePodcast (Deep Values): Spotify · Apple PodcastsDisclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.#StockMarket #ValueInvesting #BuffettIndicator
- Yesterday20 min
Pabrai Put 60% in Turkey While Skipping the US AI Trade | Investor Playbook
Mohnish Pabrai has more than 60% of his $1.5B portfolio in Turkey and nothing in the US AI trade. We unpack the Graham-style math behind that split, and why he sees a flat decade ahead for the S&P 500.• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes iPhone Android• Is the market overvalued? The Buffett Indicator app iPhone (Buffett Indicator) Android (Buffett Indicator & Shiller PE)Chapters Global Arbitrage Playbook Valuation Skew in Market AI Capex Inflation Trap Zero Return Forecast AI Capex Inflation Trap Overpriced Quality Returns Turkey Contrarian Haven Time Arbitrage Moat Deep Value Math 100x Return Mechanics Structural Spin-Offs Intelligent Investor Tools Get the appsDeepValues toolkit• Run the numbers on any stock yourself, free• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)• Open-source research on 300+ companies• Deep Value Intelligence, the multi-agent AI analyst• Developer API and MCP server for your AI agentsDeep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.• This episode on YouTubeSubscribe on YouTubePodcast (Deep Values): Spotify · Apple PodcastsDisclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.#WarrenBuffett #ValueInvesting #InvestingOriginal sourceMohnish Pabrai's Interview with CNBC TV18 on October 22, 2026
- 2 days ago16 min
Berkshire Hathaway (BRK.B) — Neutral? Berkshire Q3 2026: $22.1B Profit, Only $12.7B Is Real
Neutral on Berkshire Hathaway (BRK.B) as of 2026-11-07: $9.4B paper gains stripped. Berkshire's $22.1 billion Q3 profit includes $9.4 billion of paper gains, so owner earnings were closer to $12.7 billion. The results came out today, and we look at what $9.6 billion of buybacks and $352 billion in cash and Treasuries say about how management allocates capital.• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes iPhone Android• Is the market overvalued? The Buffett Indicator app iPhone (Buffett Indicator) Android (Buffett Indicator & Shiller PE)Chapters Thesis: Compounding in Plain Sight Non-GAAP Reconciliation Moat Diagnostic Owner Earnings Proxy Moat Diagnostic Valuation: Margin of Safety Inversion: Failure Modes Footnote Ledger: Threats Inversion: Failure Modes Verdict & Intelligence Suite Get the appsFull open-source research reportDeepValues toolkit• Run the numbers on any stock yourself, free• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)• Open-source research on 300+ companies• Deep Value Intelligence, the multi-agent AI analyst• Developer API and MCP server for your AI agentsDeep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.• This episode on YouTubeSubscribe on YouTubePodcast (Deep Values): Spotify · Apple PodcastsDisclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.#ValueInvesting #BRKB #StockMarketOriginal sources10-K
- 2 days ago12 min
Yacktman at 84: $118.5M Sold, Only 1.5% Turnover | Investor Playbook
Donald Yacktman, 84, sold a net $118.5 million in Q3 but changed only 1.5% of his $8.38 billion portfolio. We look at which of his 75 holdings moved and what his habit of doing almost nothing can teach patient investors today.• DeepValues app, a research team in your pocket: intrinsic value and margin of safety for any stock, reports down to the footnotes iPhone Android• Is the market overvalued? The Buffett Indicator app iPhone (Buffett Indicator) Android (Buffett Indicator & Shiller PE)Chapters DeepValues 13F Review The Philosophy A Fortress of Concentration The Core Pillars Q3 Capital Flows Trade X-Ray: INTU Add Trade X-Ray: STT Trim 10-Year Reality Check Proceed with Caution Disclaimer Get the appsDeepValues toolkit• Run the numbers on any stock yourself, free• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)• Open-source research on 300+ companies• Deep Value Intelligence, the multi-agent AI analyst• Developer API and MCP server for your AI agentsDeep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.• This episode on YouTubeSubscribe on YouTubePodcast (Deep Values): Spotify · Apple PodcastsDisclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.#WarrenBuffett #ValueInvesting #InvestingOriginal sourceEDGAR Filing Documents for 0000905567-26-000005
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About Deep Values
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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