Podcast Episodes
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Annie Duck: Modern Decision Philosopher
Season 2 Episode 8
Annie Duke, a former professional poker player and cognitive psychologist, presenting her as a modern philosopher focused on practical decision-makin…
1 year, 1 month ago
PDD (Business Value Intelligence)
Season 2 Episode 7
This episode presents a comprehensive financial and strategic analysis of PDD Holdings, examining both its domestic platform Pinduoduo and internatio…
1 year, 1 month ago
Value Investing Principles: Discounted Cash Flow Explained
Season 2 Episode 6
This episode present a comprehensive analysis of the Discounted Cash Flow (DCF) valuation model, explaining its fundamental principles rooted in the …
1 year, 1 month ago
The Relationship Between Warren Buffett and Sequoia
Season 2 Episode 5
This episode compares and contrast the investment approaches of Warren Buffett, primarily through Berkshire Hathaway, and Sequoia Capital, a venture …
1 year, 1 month ago
Occidental Petroleum (OXY Value Intelligence, Risk and Financial Analysis)
Season 2 Episode 4
This episode analyzes Occidental Petroleum (OXY), focusing on its business model across oil & gas, chemicals, and midstream segments, highlighting th…
1 year, 1 month ago
Walmart (Value Analysis, Business Intelligence, Risks, etc.)
Season 2 Episode 3
This episode provides a structured analysis of Walmart Inc. (WMT), offering a business overview, outlining key financial data including sales mix, in…
1 year, 1 month ago
Charlie Munger's Mental Models
Season 2 Episode 2
This episode explores Charlie Munger's concept of "worldly wisdom," arguing that intellectual success stems not from innate brilliance but from culti…
1 year, 1 month ago
Why Buffett Prefers Balance Sheet than Income Statement
Season 2 Episode 1
This episode discuss Warren Buffett's strong emphasis on analyzing balance sheets when evaluating companies. They explain that Buffett prioritizes ba…
1 year, 1 month ago