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10 Stocks Drove 60% of Gains: Is Your Index Fund Safe?
Just 10 stocks drove 60% of 2024's market gains. Passive funds now make up 60% of the market, and the Shiller PE sits at 42. We look at what that mea…
16 hours ago
Spotify at $583: Great Business, But Priced for Perfection?
We put Spotify's Q3 2026 numbers through a Graham-Dodd and Buffett audit: a record 33% gross margin, $3.46B in trailing free cash flow, no funded deb…
17 hours ago
Netflix Prints $11B Cash. Why Did the Stock Crash to $65?
Netflix just posted a 34.6% operating margin and $11.3B of trailing free cash flow, yet the stock fell to $65 on a $300M ad-revenue guidance trim. We…
18 hours ago
Kaspi Is Worth $0.75 or $97,596? Why the DCF Breaks
Kaspi trades at 8x earnings, yet a textbook DCF says it is worth either $0.75 or $97,596 a share. See why deposit-funded fintechs break free cash flo…
21 hours ago
SPCX and TSLA Q3 Earnings: Financials, Valuation, and Risks
📲 Apps for Modern Value Investor
DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608…
1 day, 18 hours ago
Why It Has To Be Elon Musk?
📲 Apps for Modern Value Investor
DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608…
5 days, 15 hours ago
Why Not All In Stocks? and Why Your Retirement Needs Zero Bonds？
📲 Apps for Modern Value Investor
DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608…
6 days, 15 hours ago
Chamath Palihapitiya: The AI Private Credit Bubble Explained
📲 Apps for Modern Value Investor
DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608…
1 week, 1 day ago
Paul Tudor Jones Predicts 2027 Market Crash
📲 Apps for Modern Intelligent Investor
DeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775…
1 week, 2 days ago
Elon Musk: China Could Crash AI Memory Margins
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1 week, 2 days ago