Episode Details

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 debt, and a two-stage DCF range from $345 to $601 per share. With shares near $583, we show what the market already prices in and how far that sits from a 30% margin of safety on conservative assumptions.

Deep 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.

• Deep Value Intelligence (multi-agent AI analyst): https://deepvalues.ai

• DeepValues for iOS (intrinsic value of any stock): https://apps.apple.com/us/app/deepvalues/id6775568608

• Buffett Indicator for iOS (is the market overheated?): https://apps.apple.com/us/app/buffett-indicator/id6747404614

• Bubble Watch for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett

Podcast & channel

• Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5

• Apple Podcasts: https://podcasts.apple.com/us/podcast/id1813017485

• YouTube: https://youtube.com/@TheDeepValues

Disclaimer: 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 #stockmarket #WarrenBuffett #investing #DeepValues