Deep Values: Value Investing Deep Dives

This episode offers an extensive overview of Benjamin Graham's seminal work, "Security Analysis," highlighting its enduring impact on finance since its 1934 publication amidst the Great Depression. It explains key concepts such as Value Investing, which involves purchasing assets below their Intrinsic Value, safeguarded by a Margin of Safety. The allegory of Mr. Market illustrates how to navigate the stock market's irrational behavior, distinguishing between true Investment and Speculation. The text emphasizes Fundamental Analysis, combining both quantitative and qualitative factors, and advocates for a Disciplined and Long-Term Investing approach, principles famously adopted and championed by Warren Buffett.

Security Analysis, Seventh Edition: Principles and Techniques

Kindle: ⁠https://amzn.to/442yKak⁠

Hardcover: ⁠https://amzn.to/3TmEEhg⁠

📚 Value Investing Books Recommendation

————————————————————————

Warren Buffett

The Snowball: Warren Buffett and the Business of Life

Kindle: https://amzn.to/3FVasqy

Hardcover: https://amzn.to/3HIfeZ2

Paperback: https://amzn.to/4kBjUOZ

Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

Kindle: https://amzn.to/43Vr5dD

Hardcover: https://amzn.to/4n6yNus

Paperback: https://amzn.to/45XBBDL

————————————————————————

Charlie Munger

Poor Charlie’s Almanack

Kindle: https://amzn.to/3Zsw9VB

Hardcover: https://amzn.to/4jMExq7

Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

Kindle: https://amzn.to/4nk0akT

Hardcover: https://amzn.to/44eq8OR

Influence, New and Expanded: The Psychology of Persuasion

Kindle: https://amzn.to/4619DqL

Hardcover: https://amzn.to/40a8TMi

Paperback: https://amzn.to/40gtwq7

————————————————————————

Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

Kindle: https://amzn.to/3Tqb4Yg

Hardcover: https://amzn.to/3SRyy8A

Paperback: https://amzn.to/45ohdM0

Mastering The Market Cycle: Getting the Odds on Your Side

Kindle: https://amzn.to/3HXPmby

Hardcover: https://amzn.to/45X6AQq

Paperback: https://amzn.to/44oPGYP

————————————————————————

Money Philosophies

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Kindle: https://amzn.to/3FDbO9u

Hardcover: https://amzn.to/4kL3TGi

Paperback: https://amzn.to/44fpkcC

Limited Gift Version: https://amzn.to/4jYomGp

Same as Ever: A Guide to What Never Changes

Kindle: https://amzn.to/3HXBJcp

Hardcover: https://amzn.to/4l7vPno

Paperback: https://amzn.to/4k2ZHRe

The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

Kindle: https://amzn.to/4lx2a7F

Hardcover: https://amzn.to/4kGX5tf

Paperback: https://amzn.to/3ZEMXsC

————————————————————————

Classic Principles

The Intelligent Investor

Kindle: https://amzn.to/45T9OEv

Hardcover: https://amzn.to/4l4f7W3

Paperback: https://amzn.to/43ZNyXb

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

Collector Edition: https://amzn.to/4lrgWNd

————————————————————————

Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing on our main page!

This episode provides an overview of Robert Cialdini's seminal work, Influence: The Psychology of Persuasion, and its endorsement and practical application by investor Charlie Munger. It explores Cialdini's six universal principles of persuasion—Reciprocity, Commitment and Consistency, Social Proof, Authority, Liking, and Scarcity—which explain how cognitive shortcuts influence human decision-making. The text further highlights Munger's insights on how these biasescontribute to human misjudgment, often in compounding ways known as the "lollapalooza effect." Ultimately, it emphasizes the importance of understanding these principles not only for ethical persuasion but also for self-defenseagainst manipulation and for fostering rational decision-making.

Influence, New and Expanded: The Psychology of Persuasion

Kindle: ⁠https://amzn.to/4619DqL⁠

Hardcover: ⁠https://amzn.to/40a8TMi⁠

Paperback: ⁠https://amzn.to/40gtwq7⁠

📚 Value Investing Books Recommendation

————————————————————————

Warren Buffett

The Snowball: Warren Buffett and the Business of Life

Kindle: https://amzn.to/3FVasqy

Hardcover: https://amzn.to/3HIfeZ2

Paperback: https://amzn.to/4kBjUOZ

Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

Kindle: https://amzn.to/43Vr5dD

Hardcover: https://amzn.to/4n6yNus

Paperback: https://amzn.to/45XBBDL

————————————————————————

Charlie Munger

Poor Charlie’s Almanack

Kindle: https://amzn.to/3Zsw9VB

Hardcover: https://amzn.to/4jMExq7

Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

Kindle: https://amzn.to/4nk0akT

Hardcover: https://amzn.to/44eq8OR

Influence, New and Expanded: The Psychology of Persuasion

Kindle: https://amzn.to/4619DqL

Hardcover: https://amzn.to/40a8TMi

Paperback: https://amzn.to/40gtwq7

————————————————————————

Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

Kindle: https://amzn.to/3Tqb4Yg

Hardcover: https://amzn.to/3SRyy8A

Paperback: https://amzn.to/45ohdM0

Mastering The Market Cycle: Getting the Odds on Your Side

Kindle: https://amzn.to/3HXPmby

Hardcover: https://amzn.to/45X6AQq

Paperback: https://amzn.to/44oPGYP

————————————————————————

Money Philosophies

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Kindle: https://amzn.to/3FDbO9u

Hardcover: https://amzn.to/4kL3TGi

Paperback: https://amzn.to/44fpkcC

Limited Gift Version: https://amzn.to/4jYomGp

Same as Ever: A Guide to What Never Changes

Kindle: https://amzn.to/3HXBJcp

Hardcover: https://amzn.to/4l7vPno

Paperback: https://amzn.to/4k2ZHRe

The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

Kindle: https://amzn.to/4lx2a7F

Hardcover: https://amzn.to/4kGX5tf

Paperback: https://amzn.to/3ZEMXsC

————————————————————————

Classic Principles

The Intelligent Investor

Kindle: https://amzn.to/45T9OEv

Hardcover: https://amzn.to/4l4f7W3

Paperback: https://amzn.to/43ZNyXb

Security Analysis, Seventh Edition: Principles and Techniques

Kindle: https://amzn.to/442yKak

Hardcover: https://amzn.to/3TmEEhg

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

Collector Edition: https://amzn.to/4lrgWNd

————————————————————————

Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing on our main page!

This episode centers on Warren Buffett's enduring investment philosophy, particularly as outlined in his 1999 Fortune article, "Mr. Buffett on the Stock Market." It explores his prescient warnings about unsustainable public expectations for stock returns, emphasizing the critical influence of interest rates and after-tax corporate profits as a percentage of GDP. The text then applies Buffett's timeless insights to the June 2025 market environment, analyzing current economic indicators, corporate profitability, investor sentiment, and valuation levels to identify parallels and divergences from the late 1990s. Ultimately, the sources highlight the continued relevance of patience, discipline, and a focus on intrinsic value for navigating dynamic market conditions and seizing opportunities.

📚 Value Investing Books Recommendation

————————————————————————

Warren Buffett

The Snowball: Warren Buffett and the Business of Life

Kindle: https://amzn.to/3FVasqy

Hardcover: https://amzn.to/3HIfeZ2

Paperback: https://amzn.to/4kBjUOZ

Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

Kindle: https://amzn.to/43Vr5dD

Hardcover: https://amzn.to/4n6yNus

Paperback: https://amzn.to/45XBBDL

————————————————————————

Charlie Munger

Poor Charlie’s Almanack

Kindle: https://amzn.to/3Zsw9VB

Hardcover: https://amzn.to/4jMExq7

Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

Kindle: https://amzn.to/4nk0akT

Hardcover: https://amzn.to/44eq8OR

Influence, New and Expanded: The Psychology of Persuasion

Kindle: https://amzn.to/4619DqL

Hardcover: https://amzn.to/40a8TMi

Paperback: https://amzn.to/40gtwq7

————————————————————————

Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

Kindle: https://amzn.to/3Tqb4Yg

Hardcover: https://amzn.to/3SRyy8A

Paperback: https://amzn.to/45ohdM0

Mastering The Market Cycle: Getting the Odds on Your Side

Kindle: https://amzn.to/3HXPmby

Hardcover: https://amzn.to/45X6AQq

Paperback: https://amzn.to/44oPGYP

————————————————————————

Money Philosophies

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Kindle: https://amzn.to/3FDbO9u

Hardcover: https://amzn.to/4kL3TGi

Paperback: https://amzn.to/44fpkcC

Limited Gift Version: https://amzn.to/4jYomGp

Same as Ever: A Guide to What Never Changes

Kindle: https://amzn.to/3HXBJcp

Hardcover: https://amzn.to/4l7vPno

Paperback: https://amzn.to/4k2ZHRe

The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

Kindle: https://amzn.to/4lx2a7F

Hardcover: https://amzn.to/4kGX5tf

Paperback: https://amzn.to/3ZEMXsC

————————————————————————

Classic Principles

The Intelligent Investor

Kindle: https://amzn.to/45T9OEv

Hardcover: https://amzn.to/4l4f7W3

Paperback: https://amzn.to/43ZNyXb

Security Analysis, Seventh Edition: Principles and Techniques

Kindle: https://amzn.to/442yKak

Hardcover: https://amzn.to/3TmEEhg

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

Collector Edition: https://amzn.to/4lrgWNd

————————————————————————

Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing on our main page!

This episode offer a comprehensive overview of Morgan Housel's influential book, The Psychology of Money, which has sold millions of copies worldwide. They highlight Housel's unique approach to finance, emphasizing that behavior and psychological temperament are more critical to financial success than traditional knowledge or intelligence. The book, summarized through its 20 chapters, distills complex behavioral economics into relatable stories and parables, making profound concepts accessible to a broad audience. Ultimately, the sources illustrate that Housel advocates for a financial philosophy built on survival, independence, patience, and humility, prioritizing "reasonable" decisions over purely "rational" ones to foster enduring wealth and peace of mind.

📚 Value Investing Books Recommendation

————————————————————————

Warren Buffett

The Snowball: Warren Buffett and the Business of Life

Kindle: https://amzn.to/3FVasqy

Hardcover: https://amzn.to/3HIfeZ2

Paperback: https://amzn.to/4kBjUOZ

Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

Kindle: https://amzn.to/43Vr5dD

Hardcover: https://amzn.to/4n6yNus

Paperback: https://amzn.to/45XBBDL

————————————————————————

Charlie Munger

Poor Charlie’s Almanack

Kindle: https://amzn.to/3Zsw9VB

Hardcover: https://amzn.to/4jMExq7

Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

Kindle: https://amzn.to/4nk0akT

Hardcover: https://amzn.to/44eq8OR

Influence, New and Expanded: The Psychology of Persuasion

Kindle: https://amzn.to/4619DqL

Hardcover: https://amzn.to/40a8TMi

Paperback: https://amzn.to/40gtwq7

————————————————————————

Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

Kindle: https://amzn.to/3Tqb4Yg

Hardcover: https://amzn.to/3SRyy8A

Paperback: https://amzn.to/45ohdM0

Mastering The Market Cycle: Getting the Odds on Your Side

Kindle: https://amzn.to/3HXPmby

Hardcover: https://amzn.to/45X6AQq

Paperback: https://amzn.to/44oPGYP

————————————————————————

Money Philosophies

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Kindle: https://amzn.to/3FDbO9u

Hardcover: https://amzn.to/4kL3TGi

Paperback: https://amzn.to/44fpkcC

Limited Gift Version: https://amzn.to/4jYomGp

Same as Ever: A Guide to What Never Changes

Kindle: https://amzn.to/3HXBJcp

Hardcover: https://amzn.to/4l7vPno

Paperback: https://amzn.to/4k2ZHRe

The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

Kindle: https://amzn.to/4lx2a7F

Hardcover: https://amzn.to/4kGX5tf

Paperback: https://amzn.to/3ZEMXsC

————————————————————————

Classic Principles

The Intelligent Investor

Kindle: https://amzn.to/45T9OEv

Hardcover: https://amzn.to/4l4f7W3

Paperback: https://amzn.to/43ZNyXb

Security Analysis, Seventh Edition: Principles and Techniques

Kindle: https://amzn.to/442yKak

Hardcover: https://amzn.to/3TmEEhg

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

Collector Edition: https://amzn.to/4lrgWNd

————————————————————————

Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing on our main page!

This episode provides an in-depth financial and background analysis of Qualcomm, a major technology company, utilizing its latest quarterly report and SEC filings. It outlines Qualcomm's business model, primarily driven by its chipset (QCT) and patent licensing (QTL) segments, and identifies key industry and company risks such as competition and geopolitical factors. The analysis also covers Qualcomm's cost structure, management and governance, and shareholder information, including extensive share buybacks. Finally, it presents an intrinsic value estimation for the company, evaluates its latest quarterly results, and summarizes 10-year financial trends to conclude that Qualcomm is a fundamentally sound company with healthy financials, though its stock appears approximately fairly valued.

📚 Value Investing Books Recommendation

————————————————————————

Warren Buffett

The Snowball: Warren Buffett and the Business of Life

Kindle: https://amzn.to/3FVasqy

Hardcover: https://amzn.to/3HIfeZ2

Paperback: https://amzn.to/4kBjUOZ

Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

Kindle: https://amzn.to/43Vr5dD

Hardcover: https://amzn.to/4n6yNus

Paperback: https://amzn.to/45XBBDL

————————————————————————

Charlie Munger

Poor Charlie’s Almanack

Kindle: https://amzn.to/3Zsw9VB

Hardcover: https://amzn.to/4jMExq7

Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

Kindle: https://amzn.to/4nk0akT

Hardcover: https://amzn.to/44eq8OR

————————————————————————

Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

Kindle: https://amzn.to/3Tqb4Yg

Hardcover: https://amzn.to/3SRyy8A

Paperback: https://amzn.to/45ohdM0

Mastering The Market Cycle: Getting the Odds on Your Side

Kindle: https://amzn.to/3HXPmby

Hardcover: https://amzn.to/45X6AQq

Paperback: https://amzn.to/44oPGYP

————————————————————————

Money Philosophies

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Kindle: https://amzn.to/3FDbO9u

Hardcover: https://amzn.to/4kL3TGi

Paperback: https://amzn.to/44fpkcC

Limited Gift Version: https://amzn.to/4jYomGp

Same as Ever: A Guide to What Never Changes

Kindle: https://amzn.to/3HXBJcp

Hardcover: https://amzn.to/4l7vPno

Paperback: https://amzn.to/4k2ZHRe

The Almanack of Naval Ravikant: A Guide to Wealth and Happiness

Kindle: https://amzn.to/4lx2a7F

Hardcover: https://amzn.to/4kGX5tf

Paperback: https://amzn.to/3ZEMXsC

————————————————————————

Classic Principles

The Intelligent Investor

Kindle: https://amzn.to/45T9OEv

Hardcover: https://amzn.to/4l4f7W3

Paperback: https://amzn.to/43ZNyXb

Security Analysis, Seventh Edition: Principles and Techniques

Kindle: https://amzn.to/442yKak

Hardcover: https://amzn.to/3TmEEhg

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

Collector Edition: https://amzn.to/4lrgWNd

————————————————————————

Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing on our main page!

This episode presents an in-depth financial analysis of Lululemon Athletica Inc. (LULU), covering its business model, operational strategies, and financial performance over the past decade. It examines revenue streams, cost structure, and management's past performance, highlighting both the company's consistent growth and current macroeconomic challenges like tariffs and a slowdown in the U.S. market. The text also discusses shareholder analysis, including major institutional ownership and an active share repurchase program, alongside conceptual applications of intrinsic value methodologies like Warren Buffett's owner's earnings and Discounted Cash Flow (DCF) models. Ultimately, it provides an analyst outlook on Lululemon's ability to navigate headwinds while pursuing its ambitious "Power of Three x2" growth plan.📚 Value Investing Books Recommendation————————————————————————Warren BuffettThe Snowball: Warren Buffett and the Business of LifeKindle: https://amzn.to/3FVasqyHardcover: https://amzn.to/3HIfeZ2Paperback: https://amzn.to/4kBjUOZWarren Buffett and the Interpretation of Financial Statements (by Marry Buffett)Kindle: https://amzn.to/43Vr5dDHardcover: https://amzn.to/4n6yNusPaperback: https://amzn.to/45XBBDL————————————————————————Charlie MungerPoor Charlie’s AlmanackKindle: https://amzn.to/3Zsw9VBHardcover: https://amzn.to/4jMExq7Collector's Edition: https://amzn.to/3SRgsn7Tao of Charlie MungerKindle: https://amzn.to/4nk0akTHardcover: https://amzn.to/44eq8OR————————————————————————Howard MarksThe Most Important Thing (Uncommon Sense for the Thoughtful Investor)Kindle: https://amzn.to/3Tqb4YgHardcover: https://amzn.to/3SRyy8APaperback: https://amzn.to/45ohdM0Mastering The Market Cycle: Getting the Odds on Your SideKindle: https://amzn.to/3HXPmbyHardcover: https://amzn.to/45X6AQqPaperback: https://amzn.to/44oPGYP————————————————————————Money PhilosophiesThe Psychology of Money: Timeless lessons on wealth, greed, and happinessKindle: https://amzn.to/3FDbO9uHardcover: https://amzn.to/4kL3TGiPaperback: https://amzn.to/44fpkcCLimited Gift Version: https://amzn.to/4jYomGpSame as Ever: A Guide to What Never ChangesKindle: https://amzn.to/3HXBJcpHardcover: https://amzn.to/4l7vPnoPaperback: https://amzn.to/4k2ZHRe————————————————————————Classic PrinciplesThe Intelligent InvestorKindle: https://amzn.to/45T9OEvHardcover: https://amzn.to/4l4f7W3Paperback: https://amzn.to/43ZNyXbSecurity Analysis, Seventh Edition: Principles and TechniquesKindle: https://amzn.to/442yKakHardcover: https://amzn.to/3TmEEhgMargin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful InvestorCollector Edition: https://amzn.to/4lrgWNd————————————————————————Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QDisclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing on our main page!

This episode offers an extensive analysis of stablecoin ecosystems, examining their diverse typologies, including fiat-collateralized (USDT, USDC), crypto-collateralized (DAI), and algorithmic models, along with their operational mechanics and associated risks. It details how stablecoins bridge traditional and digital finance, serving as critical tools for payments, remittances, and the decentralized finance (DeFi) ecosystem, while also highlighting their significant impact as major holders of U.S. Treasury securities. The analysis also covers the evolving U.S. regulatory landscape, particularly the GENIUS Act of 2025, and addresses ethical concerns related to government officials' financial interests in the crypto space. Finally, it provides a future outlook, predicting continued dominance by regulated, fiat-backed stablecoins and emphasizing the benefits of enhanced financial accessibility alongside remaining challenges like regulatory fragmentation and illicit finance.

📚 Value Investing Books Recommendation

————————————————————————

Warren Buffett

The Snowball: Warren Buffett and the Business of Life

Kindle: https://amzn.to/3FVasqy

Hardcover: https://amzn.to/3HIfeZ2

Paperback: https://amzn.to/4kBjUOZ

Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

Kindle: https://amzn.to/43Vr5dD

Hardcover: https://amzn.to/4n6yNus

Paperback: https://amzn.to/45XBBDL

————————————————————————

Charlie Munger

Poor Charlie’s Almanack

Kindle: https://amzn.to/3Zsw9VB

Hardcover: https://amzn.to/4jMExq7

Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

Kindle: https://amzn.to/4nk0akT

Hardcover: https://amzn.to/44eq8OR

————————————————————————

Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

Kindle: https://amzn.to/3Tqb4Yg

Hardcover: https://amzn.to/3SRyy8A

Paperback: https://amzn.to/45ohdM0

Mastering The Market Cycle: Getting the Odds on Your Side

Kindle: https://amzn.to/3HXPmby

Hardcover: https://amzn.to/45X6AQq

Paperback: https://amzn.to/44oPGYP

————————————————————————

Money Philosophies

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Kindle: https://amzn.to/3FDbO9u

Hardcover: https://amzn.to/4kL3TGi

Paperback: https://amzn.to/44fpkcC

Limited Gift Version: https://amzn.to/4jYomGp

Same as Ever: A Guide to What Never Changes

Kindle: https://amzn.to/3HXBJcp

Hardcover: https://amzn.to/4l7vPno

Paperback: https://amzn.to/4k2ZHRe

————————————————————————

Classic Principles

The Intelligent Investor

Kindle: https://amzn.to/45T9OEv

Hardcover: https://amzn.to/4l4f7W3

Paperback: https://amzn.to/43ZNyXb

Security Analysis, Seventh Edition: Principles and Techniques

Kindle: https://amzn.to/442yKak

Hardcover: https://amzn.to/3TmEEhg

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

Collector Edition: https://amzn.to/4lrgWNd

————————————————————————

Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing on our main page!

This episode offers an overview of Howard Marks' investment philosophy, presenting him as a modern philosopher of decision-making under uncertainty. It outlines five core tenets: the importance of second-level thinking, which involves looking beyond the obvious to achieve superior results; the cyclical nature of markets, driven by predictable swings in human psychology; a focus on risk control, defining risk as the probability of permanent loss rather than volatility; the necessity of navigating uncertainty by acknowledging the limits of prediction and focusing on preparation; and the strategic application of contrarianism and value investing, emphasizing buying assets below their intrinsic value with patience. Ultimately, Marks' principles are presented as a transferable framework for rational thinking applicable beyond finance.

📚 Value Investing Books Recommendation

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Warren Buffett

The Snowball: Warren Buffett and the Business of Life

Kindle: https://amzn.to/3FVasqy

Hardcover: https://amzn.to/3HIfeZ2

Paperback: https://amzn.to/4kBjUOZ

Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

Kindle: https://amzn.to/43Vr5dD

Hardcover: https://amzn.to/4n6yNus

Paperback: https://amzn.to/45XBBDL

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Charlie Munger

Poor Charlie’s Almanack

Kindle: https://amzn.to/3Zsw9VB

Hardcover: https://amzn.to/4jMExq7

Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

Kindle: https://amzn.to/4nk0akT

Hardcover: https://amzn.to/44eq8OR

————————————————————————

Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

Kindle: https://amzn.to/3Tqb4Yg

Hardcover: https://amzn.to/3SRyy8A

Paperback: https://amzn.to/45ohdM0

Mastering The Market Cycle: Getting the Odds on Your Side

Kindle: https://amzn.to/3HXPmby

Hardcover: https://amzn.to/45X6AQq

Paperback: https://amzn.to/44oPGYP

————————————————————————

Money Philosophies

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Kindle: https://amzn.to/3FDbO9u

Hardcover: https://amzn.to/4kL3TGi

Paperback: https://amzn.to/44fpkcC

————————————————————————

Classic Principles

The Intelligent Investor

Kindle: https://amzn.to/45T9OEv

Hardcover: https://amzn.to/4l4f7W3

Paperback: https://amzn.to/43ZNyXb

Security Analysis, Seventh Edition: Principles and Techniques

Kindle: https://amzn.to/442yKak

Hardcover: https://amzn.to/3TmEEhg

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

Collector Edition: https://amzn.to/4lrgWNd

————————————————————————

Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing on our main page!

This episode offers an overview of the U.S. stock market's predicted growth over the next decade, strongly suggesting lower-than-average returns. It analyzes multiple valuation metrics, such as the S&P 500 P/E ratio, the Buffett Indicator, and the Shiller CAPE ratio, all of which currently indicate significant overvaluation compared to historical averages. The analysis highlights a robust inverse correlation between starting valuations and subsequent 10-year returns, with historical precedents showing that elevated valuations typically lead to subdued future performance. Therefore, the source concludes that investors should temper their expectations for future equity returns and consider diversified strategies to navigate a challenging investment landscape.

Value Investing Books

————————————————————————

Warren Buffett

————————————————————————

The Snowball: Warren Buffett and the Business of Life

Kindle: https://amzn.to/3FVasqy

Hardcover: https://amzn.to/3HIfeZ2

Paperback: https://amzn.to/4kBjUOZ

Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

Kindle: https://amzn.to/43Vr5dD

Hardcover: https://amzn.to/4n6yNus

Paperback: https://amzn.to/45XBBDL

————————————————————————

Charlie Munger

————————————————————————

Poor Charlie’s Almanack

Kindle: https://amzn.to/3Zsw9VB

Hardcover: https://amzn.to/4jMExq7

Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

Kindle: https://amzn.to/4nk0akT

Hardcover: https://amzn.to/44eq8OR

————————————————————————

Howard Marks

————————————————————————

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

Kindle: https://amzn.to/3Tqb4Yg

Hardcover: https://amzn.to/3SRyy8A

Paperback: https://amzn.to/45ohdM0

Mastering The Market Cycle: Getting the Odds on Your Side

Kindle: https://amzn.to/3HXPmby

Hardcover: https://amzn.to/45X6AQq

Paperback: https://amzn.to/44oPGYP

————————————————————————

Money Philosophies

————————————————————————

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Kindle: https://amzn.to/3FDbO9u

Hardcover: https://amzn.to/4kL3TGi

Paperback: https://amzn.to/44fpkcC

————————————————————————

Classic Principles

————————————————————————

The Intelligent Investor

Kindle: https://amzn.to/45T9OEv

Hardcover: https://amzn.to/4l4f7W3

Paperback: https://amzn.to/43ZNyXb

Security Analysis, Seventh Edition: Principles and Techniques

Kindle: https://amzn.to/442yKak

Hardcover: https://amzn.to/3TmEEhg

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

Collector Edition: https://amzn.to/4lrgWNd

Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!

This episode offers a dual perspective on the life and philosophical underpinnings of Li Lu. The first source, excerpts from "Li Lu," examines his integrated philosophy, linking his investment principles with broader ideas on civilization, modernization, and ethics, highlighting his emphasis on intellectual honesty and long-term thinking. Conversely, excerpts from "Moving The Mountain (From the Cultural Revolution to Tiananmen Square)" by Li Lu provide a deeply personal memoir of his experiences growing up in China, detailing his childhood during the Cultural Revolution, the Tangshan earthquake, and his involvement in the student democratic movement leading up to and including the Tiananmen Square protests. Together, these sources illuminate both Li Lu's theoretical framework and the formative real-world events that shaped his perspectives.

📚 Value Investing Books Recommendation

————————————————————————

Warren Buffett

The Snowball: Warren Buffett and the Business of Life

Kindle: https://amzn.to/3FVasqy

Hardcover: https://amzn.to/3HIfeZ2

Paperback: https://amzn.to/4kBjUOZ

Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

Kindle: https://amzn.to/43Vr5dD

Hardcover: https://amzn.to/4n6yNus

Paperback: https://amzn.to/45XBBDL

————————————————————————

Charlie Munger

Poor Charlie’s Almanack

Kindle: https://amzn.to/3Zsw9VB

Hardcover: https://amzn.to/4jMExq7

Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

Kindle: https://amzn.to/4nk0akT

Hardcover: https://amzn.to/44eq8OR

————————————————————————

Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

Kindle: https://amzn.to/3Tqb4Yg

Hardcover: https://amzn.to/3SRyy8A

Paperback: https://amzn.to/45ohdM0

Mastering The Market Cycle: Getting the Odds on Your Side

Kindle: https://amzn.to/3HXPmby

Hardcover: https://amzn.to/45X6AQq

Paperback: https://amzn.to/44oPGYP

————————————————————————

Money Philosophies

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Kindle: https://amzn.to/3FDbO9u

Hardcover: https://amzn.to/4kL3TGi

Paperback: https://amzn.to/44fpkcC

————————————————————————

Classic Principles

The Intelligent Investor

Kindle: https://amzn.to/45T9OEv

Hardcover: https://amzn.to/4l4f7W3

Paperback: https://amzn.to/43ZNyXb

Security Analysis, Seventh Edition: Principles and Techniques

Kindle: https://amzn.to/442yKak

Hardcover: https://amzn.to/3TmEEhg

Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

Collector Edition: https://amzn.to/4lrgWNd

Youtube: https://www.youtube.com/@TheDeepValue

Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697

Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing!