Podcast Episodes
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Tesla (TSLA) Business Intelligence, Valuation and Risk Analysis
Season 2 Episode 22
This episode offer a comprehensive financial analysis of Tesla, Inc., detailing its distinctive business model built on direct-to-consumer sales, ve…
1 year, 4 months ago
Selling Call Explained (A Value Investing Strategy?)
Season 2 Episode 21
This episode offers a comprehensive overview of selling call options, focusing on their mechanics, risks, and rewards. It particularly examines how v…
1 year, 4 months ago
Michael Burry's Contrarian Philosophy
Season 2 Episode 18
This episode offers a comprehensive analysis of Michael Burry, portraying him as a quintessential modern contrarian investor whose career is defined…
1 year, 4 months ago
Top Strategic Tech Acquisition Targets (2025-2027)
Season 2 Episode 18
This episode examines the evolving landscape of the podcast industry, focusing on diverse business models like advertising, direct listener support, …
1 year, 4 months ago
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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months 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, 4 months ago