Podcast Episodes
Back to Search
Podcasts Business Model Explained (What's the AI impact here?)
Season 2 Episode 16
This episode examines the evolving landscape of the podcast industry, focusing on diverse business models like advertising, direct listener support, …
1 year, 1 month ago
Custom AI Application Business Explained
Season 2 Episode 15
This episode compare the strategies of OpenAI, Google, and xAI in enabling custom AI application development and monetization. OpenAI focuses on a co…
1 year, 1 month ago
Buffett's Arbitrage Bets
Season 2 Episode 14
This episode explains that Warren Buffett strategically employs arbitrage, particularly merger arbitrage, alongside his renowned value investing. Thi…
1 year, 1 month ago
Buffett Indicator (June-2025)：Where are we now?
Season 2 Episode 18
This episode discuss the Buffett Indicator, a metric comparing the total value of the U.S. stock market to the country's GDP. As of late May 2025, th…
1 year, 1 month ago
Mr. Market in the modern world
Season 2 Episode 10
Drawing upon the enduring allegory of Benjamin Graham's "Mr. Market," this analysis explores the complex interplay between this concept of emotional,…
1 year, 1 month ago
Value Investing First Principles: Financial Statement Explained
Season 2 Episode 17
This episode offer a comprehensive analysis of financial statements, explaining the purpose and components of the Income Statement, Balance Sheet, an…
1 year, 1 month ago
Value Investing First Principles: Book Value and Intrinsic Value
Season 2 Episode 11
This episode compare book value, a historical accounting measure of a company's net assets, and intrinsic value, a forward-looking estimate of a comp…
1 year, 1 month ago
Selling Put Explained
Season 2 Episode 13
This episode text offers a comprehensive look at the strategy of selling put options, particularly as a tool for value investors. It explains the mec…
1 year, 1 month ago
NVIDIA (Financial Analysis and Business Intelligence)
Season 2 Episode 10
This episode offer a detailed look at NVIDIA Corporation, focusing on its significant role in the semiconductor and artificial intelligence (AI) mark…
1 year, 1 month ago
JD.com (Business Value Intelligence)
Season 2 Episode 9
This episode provide a comprehensive financial and strategic analysis of JD.com, a prominent Chinese e-commerce and logistics company. They cover its…
1 year, 1 month ago