Shows
深度价值：价值投资与美股分析Microsoft（MSFT）微軟6萬人優退換1900億美元AI資本支出：利潤率保衛戰Microsoft（MSFT）2026-11-08：1900億美（AI資本支出）。微軟在營收創新高、現金滿手時，向全球27%、約6萬名員工提出優退，把營運費用騰給高達1900億美元的AI資本支出。這集用格雷厄姆與巴菲特的視角拆解這場從人力到算力的資本重配：折舊、營運槓桿與自由現金流，才是判斷護城河含金量的關鍵。章節(0:00) 微軟的資本大挪移(1:17) 大局：1900億美元資本再平衡(1:56) 優退計畫的精準範圍(3:50) 護城河板塊位移(6:11) 驅動擴張的財務引擎(9:11) 給長期投資人的重點(9:51) 風險：空方論點(11:23) 給長期投資人的重點(12:21) 大局：1900億美元資本再平衡(12:59) App與研究資源(13:27) 免費下載 App完整開源研究報告：https://research.deepvalues.ai/company/msft/2026-10-04-en/?utm_source=spotify&utm_medium=description&utm_campaign=company&utm_content=msftDeepValues 工具箱• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dcompany• 開源研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=company&utm_content=msft• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=company&utm_content=msft• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=comp
2026-10-2613 min
Deep Values: Value Investing Deep DivesMicrosoft (MSFT) — Microsoft Offers 60,000 Buyouts to Fund $190B of AI CapexDeep value research on Microsoft (MSFT) as of 2026-11-07: $190B AI capex plan. A leaked memo shows Microsoft offering buyouts to about 60,000 employees, roughly 27% of its workforce, while planning up to $190B in AI data center spending. We use a Graham-Buffett lens to show what swapping payroll for depreciating hardware means for owner earnings, maintenance capex and the moat.Chapters(0:00) The Capital Allocation Pivot(0:39) Swapping OPEX for CAPEX(1:47) Anatomy of the Buyout Memo(2:53) Velocity of Execution(3:16) What Stays vs. What Goes(6:03...
2026-10-2619 min
深度价值：价值投资与美股分析Anthropic估值1.5兆美元？807億虧損與4310億算力豪賭Anthropic的S-1揭露807億美元帳面虧損，但其中約九成是非現金的公允價值調整，本業在2026年第二季已轉為營業獲利。我們用格拉漢與巴菲特的框架，拆解4310億美元算力承諾、治理結構與1.5兆美元估值背後隱含的假設，看安全邊際到底剩多少。章節(0:00) Anthropic IPO深度拆解(0:40) 大局：軟體外衣下的重資產(1:37) 807億虧損的真相(4:13) 營運槓桿的黃金交叉(5:10) 商業模式：代理人飛輪(6:29) 護城河：動態優勢與多晶片(7:44) 資本配置：4310億算力承諾(9:05) 為何不是傳統軟體公司(9:42) 風險雷達：合規與巨頭(10:41) 807億虧損的真相(12:03) 資本配置：4310億算力承諾(12:40) 風險雷達：合規與巨頭(13:01) 治理結構：股東零控制權(14:57) 多方與空方論點(16:18) 估值壓力測試：1.5兆(18:01) 長期觀察指標(19:00) 多方與空方論點(19:40) App與研究資源(19:53) 免費下載 AppDeepValues 工具箱• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dcompany• 開源研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=company&utm_content=anthropic_s_1_1_5• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=company&utm_content=anthropic_s_1_1_5• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=company&utm_content=anthropic_s_1_1_5深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與
2026-10-2620 min
Deep Values: Value Investing Deep DivesAnthropic (ANT) — Bearish? Anthropic at $1.5T? An $80B Loss and a $431B BetBearish on Anthropic (ANT) as of 2026-11-06: $431B Fixed compute. We tear down Anthropic's S-1 to show why its $80.7B loss is mostly a non-cash accounting charge, and why $431B in fixed compute commitments matters far more. Then we stress-test the rumored $1.5T valuation with Graham-Dodd math to see whether any margin of safety is left.Chapters(0:00) Anthropic Pre-IPO Diagnostic(0:40) From AI Lab to Infrastructure Operator(1:02) Steepest Revenue Ramp in History(1:42) Consumption Revenue and the Agent Loop(2:02) The $80.7B Accounting Loss Explained
2026-10-2620 min
深度价值：价值投资与美股分析14兆美元401(k）遇上私募退場陷阱：對比ASML收費站｜美股市場私募股權有3.8兆美元的資產卡在3.3萬家私人企業裡，行政命令14330卻在這時打開了14兆美元401(k）退休金的大門。這集拆解「按神話計價」的流動性陷阱，再用葛拉漢與巴菲特的角度，檢視ASML的EUV護城河，以及為什麼景氣循環股要用平滑化的自由現金流來估值。章節(0:00) 價值幻象與真相(0:59) 401(k）流動性救援行動(3:38) 按市價計價與按神話計價(4:55) 創投超額報酬神話(5:52) 長期投資人防禦策略(6:52) ASML：資訊經濟收費站(7:11) EUV如何運作(7:50) ASML的三道護城河(8:28) 服務合約隱性訂閱制(9:06) ASML的三道護城河(10:03) 主要風險與空方論點(11:02) 景氣循環股如何估值(12:20) 給長期投資人的備忘錄(13:16) 免責聲明(13:34) 免費下載 AppDeepValues 工具箱• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket• 開源研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-c70179ed• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-c70179ed• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-c70179ed深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報
2026-10-2614 min
Deep Values: Value Investing Deep Dives$14T in 401(k)s Meets Private Equity's Exit Trap vs ASML | Stock MarketExecutive Order 14330 opens the $14 trillion 401(k) pool to private equity just as the average PE deal sits 60% below its 2021 valuation. We compare that mark-to-myth trap with ASML's transparent EUV monopoly, and show why even a wide moat needs a mid-cycle, normalized valuation.Chapters(0:00) The PE Trap and the Ultimate Monopoly(0:43) The Noise vs the Signal(1:47) EO 14330: The Exit Valve(2:07) Venture Capital Probability Funnel(2:25) The Mark-to-Myth Haircut(3:26) Public Moat vs Private Trap(4:05) Sequoia vs S&P 500 Benchmark(4:44) Public Moat...
2026-10-2612 min深度价值：价值投资与美股分析李錄：全球頂尖AI研究員超過50%是華裔，美國護城河在哪｜投資大師心法李錄在哥倫比亞大學的演講談到：頂尖AI研究員有一半以上是華裔，全球95%晶片製造集中在東亞，1951年趕走一位化學博士，最後換來中國九成以上的稀土份額。我們用葛拉漢與巴菲特的框架，拆解人才、共同市場與AI尾部風險，對長期投資人的估值意味著什麼。章節(0:00) 大局與護城河：李錄戰略洞見(1:13) 人才整合是終極護城河(7:06) 全球經濟重心百年轉移(7:43) 社會撕裂與社群脆弱(9:04) 排斥人才的昂貴代價(11:21) AI與晶片無法脫鉤(13:37) 全球共同市場不可逆(14:15) 長期投資人戰略重點(14:51) AI從工具演化為物種(19:35) 長期投資人戰略重點(21:11) 深度價值投資工具(21:47) 免費下載 AppDeepValues 工具箱• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dinvestor• 開源研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=zh-1f52268c• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=zh-1f52268c• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=zh-1f52268c深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。別用情緒投資，用數學。• 本集 YouTube 影片：https://youtu.be/80uZZcUM9ys訂閱頻道：https
2026-10-2622 min
Deep Values: Value Investing Deep DivesLi Lu: 50% of Top AI Researchers Are of Chinese Descent | Investor PlaybookLi Lu argues that the US-China AI race will be decided by where top talent chooses to live and work, more than by compute alone. We use a deep value lens on his thesis, covering a 1951 immigration quota that helped hand China a rare earth monopoly, the 95% of chip fabrication done in East Asia, and why recursive self-improvement in AI could break traditional ways of estimating intrinsic value.Chapters(0:00) The Macro Intersection(0:40) Economic Gravity Shifts East(2:03) The Making of a Value Investor(4:21) Integration: The Widest Moat
2026-10-2623 min
深度价值：价值投资与美股分析馬克庫班警告AI債務泡沫：利率升到10%會怎樣？Mark Cuban 警告：雲端巨頭借的錢比賺的還多，而美國光付國債利息每年就要 1 兆美元。我們用葛拉漢與巴菲特的視角，拆解 AI 資本支出、自由現金流與利率壓力測試，看清這輪熱潮的安全邊際還剩多少。章節(0:00) 剝開AI泡沫的真相(2:18) 萬物皆迷因股(5:37) 算力與債務的危險交叉(7:13) 美國債務與排擠效應(7:49) 算力與債務的危險交叉(9:09) AI的底層真相(11:45) 失去保護的護城河(12:41) AI焦慮時代如何自處(13:43) 商業本質與人際接觸(16:13) 達里歐的衰退週期(17:35) 現金與延遲滿足(18:14) 準備的意志勝過一切(18:53) AI焦慮時代如何自處(19:33) App下載與免責聲明(19:51) 免費下載 AppDeepValues 工具箱• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket• 開源研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-456a940b• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-456a940b• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-456a940b深度價值
2026-10-2620 min
Deep Values: Value Investing Deep DivesMark Cuban's AI Debt Warning: What If Rates Hit 10%?Mark Cuban says AI hyperscalers are borrowing more than they bring in as cash flow to build data centers, while a one-cent earnings miss can wipe 18% off a stock. We run his warning through a Graham-Buffett filter covering cash flow, cost of capital and moats, and look at what patience means when U.S. interest costs run near $1 trillion a year.Chapters(0:00) Macro Thesis: The Illusion of Value(0:39) Perceived vs. Intrinsic Value(0:59) Macro Thesis: The Illusion of Value(1:58) Perceived vs. Intrinsic Value(4:39) The Hyperscaler...
2026-10-2618 min
深度价值：价值投资与美股分析Mohnish Pabrai 30分鐘淘汰法：兩年回本的百倍股怎麼找｜投資大師心法Mohnish Pabrai 如何用30分鐘淘汰濾網與約200題檢查清單篩掉大部分點子，只留下自由現金流兩到三年就能覆蓋市值的極端錯價。從 IPSCO、Consol Energy 到土耳其 Reysas，看懂「低風險、高不確定性」為何是深度價值投資人的超額報酬來源。章節(0:00) 尋找極端的不合理(0:18) 最大錯誤是太早賣出(0:37) 指數的潛在失落十年(1:53) 檢查清單的紅旗(4:07) 護城河的殘酷真相(7:06) 百倍股管理層的基因(9:20) 估值本質：幾年回本(13:56) 不對稱估值方程式(15:54) 投資組合冪次法則(17:33) 指數的潛在失落十年(17:53) 投資組合冪次法則(19:46) 最大錯誤是太早賣出(21:24) 達到逃逸速度(21:44) 結語與資源(22:04) 倒三角過濾系統(23:25) 不對稱估值方程式(24:42) 免責聲明(25:17) 免費下載 AppDeepValues 工具箱• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dinvestor• 開源研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=zh-95960b8f• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=zh-95960b8f• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=zh-95960b8f深度價值 Deep Value Intelligence 用葛
2026-10-2625 min
Deep Values: Value Investing Deep DivesMohnish Pabrai's 30-Minute Test to Kill Any Stock Idea | Investor PlaybookMohnish Pabrai finds a well-researched stock idea, then gives himself 30 minutes to find a reason to drop it, followed by a 200-question checklist where 40 to 50 questions are about debt. Learn how he separates risk from uncertainty, why he wants his money back in 2 to 4 years, and why his biggest mistake was selling a winner too early.Chapters(0:00) Extreme Unreasonableness(0:37) Three Checks to Discard Fast(1:18) Extreme Unreasonableness(1:57) Fishing Where the Fish Are(3:19) Three Checks to Discard Fast(4:00) The 200-Question Checklist(5:38) The 700...
2026-10-2622 min
深度价值：价值投资与美股分析巴菲特親手砸280億美元押Google：竟然不是他前五愛的公司巴菲特一輩子避開科技股，為何親手把Alphabet持股加碼45%，讓它成為波克夏第四大持股？我們用ROIC、1,500億美元淨現金與收費橋護城河拆解這筆約280億美元的部位，也說明為什麼它只占投資組合約5%，以及在目前價格下安全邊際為何有限。章節(0:00) 巴菲特的280億美元AI豪賭(1:44) 超大型資本的規模限制(3:43) 價值投資典範轉移(5:19) 證據一：擊敗公債的複利機器(7:20) 證據二：堡壘資產負債表(8:58) 資本作為攻擊武器(9:56) 證據三：收費橋護城河(11:49) 風險：時間框架的陷阱(12:45) 波動性與護城河真相(13:44) 重點二：深度價值投資藍圖(15:40) 重點一：部位控管與紀律(16:19) 證據三：收費橋護城河(17:20) App與研究資源(18:02) 免費下載 AppDeepValues 工具箱• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dinvestor• 開源研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=google• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=google• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=google深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。別用情緒投資，用數學。• 本集 YouTube 影片：https://youtu.be/m-v7hYbGpqQ訂閱頻道：https://
2026-10-2518 min
Deep Values: Value Investing Deep DivesBuffett's $28B Google Bet: Not Even a Top-5 FavoriteWarren Buffett spent decades avoiding complex tech, so why does Berkshire now hold a $28B Alphabet stake that he says isn't even among his favorite businesses? We look at the $400B cash pile, the 4% Treasury hurdle, Google's ROIC, its $150B net cash and its moat to see the logic, and the risks.Chapters(0:00) The $28B Anomaly(1:42) The Catalyst: A Massive Allocation(3:42) The Old vs New Question(5:37) The ROIC Compounding Engine(9:27) The $150B Shock Absorber(11:36) The CapEx Weaponization Matrix(12:20) The Toll...
2026-10-2521 min
深度价值：价值投资与美股分析Ken Griffin:AI推平護城河，GPU重演2000年泡沫？｜投資大師心法Citadel創辦人Ken Griffin直言，AI正像推土機一樣填平企業護城河，而GPU市場可能重演航空業與2000年光纖過剩的定價崩盤。我們用葛拉漢與巴菲特的角度，拆解7500億美元資本支出、企業砍AI帳單，以及40兆美元財政壓力，對自由現金流與安全邊際代表什麼。章節(0:00) Ken Griffin 投資筆記(0:58) AI填平企業護城河(4:13) 算力過剩與定價崩盤(7:44) 基礎模型與企業客戶拉鋸(9:57) 別拿去槓桿當藉口(10:55) 財政黑洞與債市警訊(12:31) 以生產力做大經濟(13:29) 穿越泡沫的正確心態(13:49) Alpha來自基本面敘事(14:25) DeepValues 工具與資源(15:05) 免費下載 AppDeepValues 工具箱• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dinvestor• 免費研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=zh-8ae4c5da• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=zh-8ae4c5da• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=investor&utm_content=zh-8ae4c5da深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、
2026-10-2515 min
深度价值：价值投资与美股分析比爾蓋茲談AI:400億美元資料中心為何蒸發護城河｜美股市場比爾蓋茲警告，AI將讓白領技能的稀缺性崩解，而一座1GW資料中心就需要約400億美元的資本支出。我們用格拉漢與巴菲特的視角拆解：哪些護城河會蒸發、為何低本益比可能只是價值陷阱。章節(0:00) 比爾蓋茲眼中的二十年轉型(0:36) 從稀缺定價走向資源豐饒(1:51) 跨越經濟價值的臨界點(2:10) AI風險的光譜(2:48) 資本主義是最終驗證者(3:06) 勞動力重塑與超級通縮(3:45) 長期投資人的資本配置雷達(4:04) 資本主義是最終驗證者(4:42) 資料中心擴建鐵律(7:21) 解決控制難題的三條路徑(8:42) 監管是必然而非絆腳石(11:01) 從稀缺定價走向資源豐饒(11:42) 迎接豐饒時代的終局(12:21) 長期投資人的資本配置雷達(13:01) AI風險的光譜(13:58) 長期投資人的資本配置雷達(14:36) DeepValues 投資工具(15:04) 免費下載 AppDeepValues 工具箱• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket• 免費研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-63fbf897• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-63fbf897• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-63fbf897深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。
2026-10-2515 min
深度价值：价值投资与美股分析AI盈餘暴增57%，現金回饋卻創20年新低｜美股市場2026年第二季美股盈餘年增57%，但標普500企業只把63%的盈餘以股息和庫藏股還給股東，創2004年以來新低。我們用達摩達蘭的最新數據拆解AI資本支出怎麼讓帳面盈餘衝高、自由現金流卻跟不上，以及為什麼3.70%的股權風險溢酬代表安全邊際正在變薄。章節(0:00) 盈餘、現金流與AI錯覺(0:39) 利率與股市的悖論(1:37) 盈餘、現金流與AI錯覺(2:18) 利率與股市的悖論(2:56) 盈餘暴增但並非普遍(3:16) 安全邊際正在消失(4:54) 盈餘暴增但並非普遍(5:36) AI資本支出的財務煉金術(8:12) 盈餘與自由現金流背離(9:10) 膨脹的資產負債表(11:02) 盈餘與自由現金流背離(12:18) AI豪賭的兩種結局(14:56) 市場定價早於會計(15:35) 面對AI的四種路徑(16:13) 睡眠測試與人力資本(16:51) 面對AI的四種路徑(17:49) 睡眠測試與人力資本(18:50) 工具資源與免責聲明(20:40) 免費下載 AppDeepValues 工具箱• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket• 免費研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-4b45bcd1• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-4b45bcd1• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-4b45bcd1深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回
2026-10-2521 min
Deep Values: Value Investing Deep DivesKen Griffin: AI Bulldozes Moats, GPUs Echo the 2000 Bust | Investor PlaybookKen Griffin says AI is filling in competitive moats with bulldozers, and he compares the GPU build-out to the dark-fiber telecom bust of 2000. We look at what that means for free cash flow, asset lifespans, discount rates and your margin of safety, using a Graham-Buffett lens.Chapters(0:00) The Macro Ledger: AI and Fiscal Reality(1:47) Bulldozing White-Collar Moats(4:43) ROI Tension: Foundation Models vs Efficiency(5:39) Bubble Watch: The Overcapacity Pricing Trap(10:24) The Enduring Value of Fundamental Research(11:23) The Reason Number Ten Sell-Off Framework
2026-10-2522 min
Deep Values: Value Investing Deep DivesBill Gates on AI: Why a $40B Data Center Kills Moats | Stock MarketBill Gates says AI will commoditize both cognitive and physical labor over a 20-year transition, and $40 billion data centers are already being built. We look at which moats get weaker, which ones may get stronger, and what that means for estimating intrinsic value.Chapters(0:00) The 20-Year AI Transition(0:40) From Scarcity to Abundance(1:43) The Numbers and Timelines(4:28) The Engine of Disruption(6:16) Erosion of Labor Moats(8:19) The Numbers and Timelines(8:59) The Near-Term Threat Matrix(11:23) The Regulatory Bottleneck(12:24) Solving...
2026-10-2521 min
Deep Values: Value Investing Deep DivesAI Earnings Up 57%, Cash Payouts at a 20-Year Low | Stock MarketUsing Aswath Damodaran's numbers, we check why the market added $2.5 trillion in the same month the 10-year Treasury jumped to 5.29%, and why AI CapEx is pushing reported earnings well ahead of free cash flow. With the equity risk premium down to 3.70% and payouts at their lowest since 2004, the margin of safety is about as thin as it gets.Chapters(0:00) The AI CapEx Illusion(0:38) The 2026 Market Paradox(1:36) The September Rate Shock(2:15) The Margin of Safety Paradox(3:57) Earnings Concentration and Breadth(4:16) The September Rate...
2026-10-2518 min
深度价值：价值投资与美股分析借15%高利貸蓋AI資料中心：2到4倍本益比為何可能是陷阱｜美股市場新興雲端業者借錢的實質利率高達15%，蓋1GW資料中心的成本從400億美元漲到600億美元，其中有400億美元是晶片設計商的利潤空間。本集用葛拉罕與巴菲特的角度拆解資本成本、定價權和護城河，說明為什麼毛利率九成、本益比只有2到4倍的公司，未必就有安全邊際。章節(0:00) AI基礎設施資本週期(1:54) AI算力不可能三角(2:33) 資本成本殘酷篩選(6:57) 1GW算力通膨帳本(7:16) 實體供應鏈瓶頸(8:17) 半導體定價權覺醒(8:55) 記憶體週期極端反轉(10:14) 風險二：產能過剩長鞭效應(10:34) 半導體定價權覺醒(11:13) 1GW算力通膨帳本(12:13) 霸主用性價比守護城河(12:51) 風險一：自研晶片與設計商品化(17:04) 真實終端需求在哪裡(18:39) 給長期投資人的重點(20:35) 資源與社群(21:12) 免費下載 AppDeepValues 工具箱• 股市是不是太貴了？用 Buffett Indicator 巴菲特指標追蹤（iOS）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Android 版 Bubble Watch，同一套市場泡沫溫度計：https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket• 免費研究報告（300+ 家公司）：https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-66489bb5• Deep Value Intelligence，多智能體 AI 投資分析師：https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-66489bb5• DeepValues App（iOS）：輸入代號，算出任何股票的內在價值與安全邊際 https://apps.apple.com/us/app/deepvalues/id6775568608• 開發者 API（讓你的 AI 代理直接取用數據）：https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=zh-66489bb5深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。別用情緒投資，用數學。
2026-10-2521 min
Deep Values: Value Investing Deep DivesThe AI Hardware Value Trap: Why 3x Earnings Can Lie | Stock MarketMemory chipmakers post 80-90% gross margins and trade at two to four times forward earnings, and that cheap multiple may be a textbook cyclical value trap. We follow the money from a $60B gigawatt down to the $20B raw cost underneath and show where margin of safety really sits, and where it doesn't.Chapters(0:00) From Unconstrained Growth to Capital Reality(1:46) How AI Compute Is Financed(3:05) The Economics of a Gigawatt(4:10) From Unconstrained Growth to Capital Reality(5:52) The Pricing Power Spectrum(9:58) The Value...
2026-10-2522 min
深度价值：价值投资与美股分析AI泡沫的隱藏負債：每1美元有75美分在左手換右手前1%的公司貢獻了90%的AI算力支出，其中80%來自尚未獲利、靠創投撐著的新創，每1美元就有75美分在生態系內左手換右手。本集用格拉漢與巴菲特的紀律，拆解AI循環營收、資安技術債這筆隱形負債，以及法國公債殖利率破5%對跨國企業盈餘的壓力。深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。別用情緒投資，用數學。• Deep Value Intelligence 多智能體 AI 分析師平台：https://deepvalues.ai• DeepValues（iOS，一鍵算出任何股票的內在價值與安全邊際）：https://apps.apple.com/us/app/deepvalues/id6775568608• Buffett Indicator（iOS，全市場溫度計）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Bubble Watch（Android，泡沫指數監控）：https://play.google.com/store/apps/details?id=com.luluventures.buffett播客與頻道• Spotify：https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5• Apple Podcasts：https://podcasts.apple.com/us/podcast/id1813017485• YouTube：https://youtube.com/@TheDeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。#價值投資 #股市 #巴菲特 #投資 #DeepValues
2026-10-2417 min
Deep Values: Value Investing Deep DivesAI Bubble's Hidden Liabilities: 75¢ of Every $1 Is CircularWe trace how 75 cents of every AI dollar circles between VC-backed startups and closed-model giants, then add the two liabilities the market ignores: agentic cyber risk and sovereign debt. With French yields above 5% and US deficits worse, the discount rate that anchors every valuation is moving.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 (intr...
2026-10-2419 min
深度价值：价值投资与美股分析15%發債殖利率，正在壓垮AI資料中心的算術用葛拉漢與巴菲特的算術，拆解 CoreWeave 發債成本從 9% 飆到 15% 之後，AI 資料中心的單位經濟還撐不撐得住。當股市聽故事、債市只看現金流，Meta 的 8,250 億承諾、SpaceX 的單季 296 億資本支出與鎖死的房市，都在同一條利率線上被重新定價。深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。別用情緒投資，用數學。• Deep Value Intelligence 多智能體 AI 分析師平台：https://deepvalues.ai• DeepValues（iOS，一鍵算出任何股票的內在價值與安全邊際）：https://apps.apple.com/us/app/deepvalues/id6775568608• Buffett Indicator（iOS，全市場溫度計）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Bubble Watch（Android，泡沫指數監控）：https://play.google.com/store/apps/details?id=com.luluventures.buffett播客與頻道• Spotify：https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5• Apple Podcasts：https://podcasts.apple.com/us/podcast/id1813017485• YouTube：https://youtube.com/@TheDeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。#價值投資 #股市 #巴菲特 #投資 #DeepValues
2026-10-2418 min
Deep Values: Value Investing Deep Dives15% Debt Yields Are Breaking the AI Data Center MathSteve Eisman's market wrap, read through a Graham-Buffett lens: why CoreWeave's jump to 15% debt yields, Meta's $825B of commitments and SpaceX's $29.6B quarterly capex mean tech is no longer capital-light. With rates stuck high, the fixed-income math now decides which moats survive, from AI data centers to telecom and housing.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...
2026-10-2422 min
深度价值：价值投资与美股分析被動資金占六成、10檔股貢獻60%漲幅：美股失去價格之錨？席勒本益比42、巴菲特指標230%、被動資金占六成，這集拆解被動投資如何讓價格與內在價值脫鉤，以及退休提領、AI晶片週期藏著哪些結構性風險。在指數高度集中的市場裡，學會分辨價格與價值，比任何時候都重要。深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。別用情緒投資，用數學。• Deep Value Intelligence 多智能體 AI 分析師平台：https://deepvalues.ai• DeepValues（iOS，一鍵算出任何股票的內在價值與安全邊際）：https://apps.apple.com/us/app/deepvalues/id6775568608• Buffett Indicator（iOS，全市場溫度計）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Bubble Watch（Android，泡沫指數監控）：https://play.google.com/store/apps/details?id=com.luluventures.buffett播客與頻道• Spotify：https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5• Apple Podcasts：https://podcasts.apple.com/us/podcast/id1813017485• YouTube：https://youtube.com/@TheDeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。#價值投資 #股市 #巴菲特 #投資 #DeepValues
2026-10-2312 min
Deep Values: Value Investing Deep Dives10 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 means for index-fund diversification, for the AI chip cycle and for three fallen compounders, judged by intrinsic value rather than momentum.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...
2026-10-2322 min
深度价值：价值投资与美股分析Spotify獲利不如預期13%股價卻漲11%：被誤解的印鈔機Spotify第三季EPS比華爾街預期少了約13%，股價卻大漲11%。這集拆解負營運資金、瑞典法定社會費用與34.6億美元自由現金流，再用DCF與30%安全邊際檢驗：一家零長期負債的好公司，在約583美元時還剩下多少安全邊際。深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。別用情緒投資，用數學。• Deep Value Intelligence 多智能體 AI 分析師平台：https://deepvalues.ai• DeepValues（iOS，一鍵算出任何股票的內在價值與安全邊際）：https://apps.apple.com/us/app/deepvalues/id6775568608• Buffett Indicator（iOS，全市場溫度計）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Bubble Watch（Android，泡沫指數監控）：https://play.google.com/store/apps/details?id=com.luluventures.buffett播客與頻道• Spotify：https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5• Apple Podcasts：https://podcasts.apple.com/us/podcast/id1813017485• YouTube：https://youtube.com/@TheDeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。#價值投資 #股市 #巴菲特 #投資 #DeepValues
2026-10-2320 min
Deep Values: Value Investing Deep DivesSpotify 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 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 (mu...
2026-10-2321 min
深度价值：价值投资与美股分析Netflix利潤暴增37%股價卻重挫？阿克曼認賠4億後又砸9億重押Netflix第三季營業利潤年增37%，股價卻跌到65美元，我們拆解阿克曼認賠4億後再砸9.34億回頭的理由。用DCF與葛拉漢評分卡，檢視當前股價相對96.82美元估算內在價值的折價空間與背後假設。深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。別用情緒投資，用數學。• Deep Value Intelligence 多智能體 AI 分析師平台：https://deepvalues.ai• DeepValues（iOS，一鍵算出任何股票的內在價值與安全邊際）：https://apps.apple.com/us/app/deepvalues/id6775568608• Buffett Indicator（iOS，全市場溫度計）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Bubble Watch（Android，泡沫指數監控）：https://play.google.com/store/apps/details?id=com.luluventures.buffett播客與頻道• Spotify：https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5• Apple Podcasts：https://podcasts.apple.com/us/podcast/id1813017485• YouTube：https://youtube.com/@TheDeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。#價值投資 #股市 #巴菲特 #投資 #DeepValues
2026-10-2315 min
Deep Values: Value Investing Deep DivesNetflix 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 run the Graham-Dodd scorecard and four DCF scenarios to see where that price sits against an estimated intrinsic-value range.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 a...
2026-10-2326 min
Deep Values: Value Investing Deep DivesKaspi Is Worth $0.75 or $97,596? Why the DCF BreaksKaspi 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 flow models, what Q2 2026 really shows, and which valuation methods actually fit.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...
2026-10-2222 min
深度价值：价值投资与美股分析Kaspi 本益比8倍卻不便宜？DCF從0.75美元算到9.7萬美元Kaspi 本益比只有8倍，卻被葛拉漢指標打不及格、被蒙格指標全數通過，這集拆解它到底是價值陷阱還是複利機器。你會看到為何傳統DCF對吸收存款的金融科技公司會算出0.75到97,598美元的荒謬區間，以及創辦人持股、騰訊大額買入與回購停頓真正透露了什麼。深度價值 Deep Value Intelligence 用葛拉漢-巴菲特的標準，拆解財報表象背後的真實內在價值：估值紀律、現金創造、資產負債表安全與投資資本回報。別用情緒投資，用數學。• Deep Value Intelligence 多智能體 AI 分析師平台：https://deepvalues.ai• DeepValues（iOS，一鍵算出任何股票的內在價值與安全邊際）：https://apps.apple.com/us/app/deepvalues/id6775568608• Buffett Indicator（iOS，全市場溫度計）：https://apps.apple.com/us/app/buffett-indicator/id6747404614• Bubble Watch（Android，泡沫指數監控）：https://play.google.com/store/apps/details?id=com.luluventures.buffett播客與頻道• Spotify：https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5• Apple Podcasts：https://podcasts.apple.com/us/podcast/id1813017485• YouTube：https://youtube.com/@TheDeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。#價值投資 #股市 #巴菲特 #投資 #DeepValues
2026-10-2213 min
Deep Values: Value Investing Deep DivesSPCX and TSLA Q3 Earnings: Financials, Valuation, and Risks📲 Apps for Modern Value InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Podcasts on investing and life philosophy: ...
2026-10-2255 min深度价值：价值投资与美股分析SPCX & TSLA 财报发布！📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學播客：Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlAApple: https://podcasts.apple.com/us/podcast/%E6%B7%B1%E5%BA%A6%E4%BB%B7%E5%80%BC/id1813017485喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或
2026-10-2222 min深度价值：价值投资与美股分析为什么还得是馬斯克？📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學播客：Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlAApple: https://podcasts.apple.com/us/podcast/%E6%B7%B1%E5%BA%A6%E4%BB%B7%E5%80%BC/id1813017485喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或
2026-10-1823 minDeep Values: Value Investing Deep DivesWhy It Has To Be Elon Musk?📲 Apps for Modern Value InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Podcasts on investing and li...
2026-10-181h 02Deep Values: Value Investing Deep DivesWhy Not All In Stocks? and Why Your Retirement Needs Zero Bonds？📲 Apps for Modern Value InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Podcasts on investing and li...
2026-10-1724 min深度价值：价值投资与美股分析何不全押股票？其实反而更安全？！📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學播客：Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlAApple: https://podcasts.apple.com/us/podcast/%E6%B7%B1%E5%BA%A6%E4%BB%B7%E5%80%BC/id1813017485喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或
2026-10-1720 min深度价值：价值投资与美股分析Chamath Palihapitiya: AI晶片融資引爆私募信貸泡沫📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學播客：Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlAApple: https://podcasts.apple.com/us/podcast/%E6%B7%B1%E5%BA%A6%E4%BB%B7%E5%80%BC/id1813017485喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或
2026-10-1517 minDeep Values: Value Investing Deep DivesChamath Palihapitiya: The AI Private Credit Bubble Explained📲 Apps for Modern Value InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Podcasts on investing and life philosophy: ...
2026-10-1524 minDeep Values: Value Investing Deep DivesPaul Tudor Jones Predicts 2027 Market Crash📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-10-1419 min深度价值：价值投资与美股分析传奇保罗都铎琼斯：2027重演1999年AI泡沫📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-10-1413 min深度价值：价值投资与美股分析查理蒙格人類誤判心理學📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-10-1122 minDeep Values: Value Investing Deep DivesCharlie Munger Psychology of Human Misjudgment📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-10-111h 12Deep Values: Value Investing Deep DivesThe 16 Trillion Dollar Alphabet Valuation Myth Explained📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-10-1020 min深度价值：价值投资与美股分析揭秘巴菲特认为 Alphabet 8% 保底回報真相📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-10-1022 min深度价值：价值投资与美股分析美光利潤率竟超越輝達？！📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-10-0919 minDeep Values: Value Investing Deep DivesHow Micron's Margin is Even Higher Thank Nvidia?📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-10-0922 minDeep Values: Value Investing Deep DivesLi Lu on Value Investing and AI📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-10-0841 min深度价值：价值投资与美股分析【最新】李錄談AI與價值投資📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-10-0820 minDeep Values: Value Investing Deep DivesValue Investing Rules for The AI Bubble📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-10-0724 min深度价值：价值投资与美股分析价值投资者如何用選擇權當賭場莊家📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-10-0722 min深度价值：价值投资与美股分析帕波萊談槓桿與護城河📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-10-0618 minDeep Values: Value Investing Deep DivesMohnish Pabrai on Investing Insights and Strategies📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-10-0624 minDeep Values: Value Investing Deep DivesInside Anthropic‘s Leaked S1 Financials📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-10-0320 min深度价值：价值投资与美股分析Anthropic外洩財報的千億算力陷阱📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-10-0324 minDeep Values: Value Investing Deep DivesHoward Marks on the Fed and AI📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-10-0124 min深度价值：价值投资与美股分析霍华德马克斯：別盲從聯準會前導車📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-10-0123 min深度价值：价值投资与美股分析用4M法則半價買進好公司📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-3023 minDeep Values: Value Investing Deep DivesWhy the S&P 500 math is broken？📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2924 min深度价值：价值投资与美股分析用老人思維玩選擇權📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-2924 minDeep Values: Value Investing Deep DivesThe old man trader options strategy explained📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2919 min深度价值：价值投资与美股分析你的养老保費正在豪賭AI機房？📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-2923 minDeep Values: Value Investing Deep DivesHow Big Tech Hides AI Infrastructure Debt?📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2819 min深度价值：价值投资与美股分析Meta 消失的兩百七十億 AI 債務藏在哪里？📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-2818 min深度价值：价值投资与美股分析彼得蒂尔：為什麼科技其實停滯了五十年📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-2622 minDeep Values: Value Investing Deep DivesPeter Thiel on AI and Civilizational Stagnation📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2624 minDeep Values: Value Investing Deep DivesThe Dean of Valuation Grades Nine Trillion Dollar Stocks #AAPL #GOOGL #AMZN #META #BRKB📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2522 min深度价值：价值投资与美股分析估值院长达摩达兰：九大兆元巨頭估值📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-2521 min深度价值：价值投资与美股分析K線只是薪資條📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-2519 minDeep Values: Value Investing Deep DivesWhy Ninety Percent Of Chart Traders Fail📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2525 minDeep Values: Value Investing Deep DivesRicher, Wiser, Happier📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2254 min深度价值：价值投资与美股分析避開愚蠢更賺錢📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-2221 minDeep Values: Value Investing Deep DivesExpose The Financial Reality of Top Internet Security Companies📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2155 min深度价值：价值投资与美股分析MIT公开课解读華爾街量化交易的數學與人性📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-2116 minDeep Values: Value Investing Deep DivesWhy Warren Buffett Just Is Dumping Apple?📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2124 minDeep Values: Value Investing Deep DivesMIT OpenCourse: The Mathematical Plumbing of Financial Markets📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-2022 min深度价值：价值投资与美股分析AI資安誰最賺? 谁最稳？📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-2019 min深度价值：价值投资与美股分析详解段永平18%雙重收益真相📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-1920 minDeep Values: Value Investing Deep DivesDuan Yongping’s 18 Percent Dual Yield Strategy Explained📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-1920 minDeep Values: Value Investing Deep DivesWarren Buffett Steps Down As Berkshire Chairman📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-1919 min深度价值：价值投资与美股分析揭秘巴菲特告別信與波克夏接班真相📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-1921 min深度价值：价值投资与美股分析2026財報診斷巨頭生存真相 #BABA #MSFT #META #TCEHY #📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-181h 13Deep Values: Value Investing Deep DivesFed Hikes Rate!📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy...
2026-09-1620 min深度价值：价值投资与美股分析聯準會为何升息與AI資本戰📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-1619 minDeep Values: Value Investing Deep DivesWhy Spreadsheets Are Ruining Business Valuation📲 Apps for Modern Intelligent InvestorDeepValues (iOS) — Buffett-style intrinsic value for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator (iOS) — is the whole market overpriced right now? https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch (Android) — the same market gauge for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 Full research, plus Deep Value Intelligence, our multi-agent AI analyst: https://deepvalues.ai▶️ Longer videos on investing and life philosophy: https://youtube.com/@TheDeepValuesLike and subscribe for one investing in...
2026-09-1322 min深度价值：价值投资与美股分析达摩达兰：數據越多估值反而越糟📲 欢迎下載 AppDeepValues（iOS）— 用巴菲特的方法算出任何股票的內在價值：https://apps.apple.com/us/app/deepvalues/id6775568608Buffett Indicator（iOS）— 一眼看出整體市場現在是否過熱：https://apps.apple.com/us/app/buffett-indicator/id6747404614Bubble Watch（Android）— 同一套市場溫度計的 Android 版：https://play.google.com/store/apps/details?id=com.luluventures.buffett🧠 完整研究，以及我們的多智能體 AI 分析師 Deep Value Intelligence：https://deepvalues.ai▶️ 更多投資與人生哲學長片：https://youtube.com/@TheDeepValues喜歡的話請按讚、訂閱，每天一個投資洞見 🙏#價值投資 #股市 #巴菲特 #投資 #DeepValues免責聲明：本頻道內容僅供教育與研究用途，不構成投資建議。分析基於公開資料，可能修訂或有不同解讀。投資前請自行審慎評估。
2026-09-1322 min深度价值：价值投资与美股分析DeepValues.AI 赋能散户一眼看穿財報謊言欢迎前往deepvalues.ai试用我们最新开发的深度价值智能体，召唤属于你自己的超级团队调研感兴趣的公司，从复杂的市场中挖掘最关键的信息，还可以从Apple Store上下载我们开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!免责声明：本频道内容所有分析均基于公开可获得的信息，仅供研究用途，不构成任何投资建议或服务。在进行投资决策之前，请自行进行尽职调查。也别忘了在视频下方点赞哦！
2026-07-0416 min深度价值：价值投资与美股分析纳瓦尔：直覺寫碼引爆贏家通吃Full deep value research reports can be found in the Deep Value Research links. ❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Deep Values Club: https://www.deepvalues.aiApple Podcasts (中文): https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Disclaimer: Full deep value research reports can be found in the description links. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your o...
2026-02-2018 minDeep Values: Value Investing Deep DivesHoward Marks: The Real Risk Is Not What You Think❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Deep Values Club: https://www.deepvalues.aiDeep Value Intelligence Agent LLM: https://github.com/luluventures-research/DeepValueIntelligence Deep Value Researchs: https://github.com/luluventures-research/Deep-Value-ResearchApple Podcasts (English): https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Apple Podcasts (中文): https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify (English): https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QSpotify (中文): https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlADisclaimer: Full deep value research reports can be found in the description links. All analysis is based on p...
2026-02-2018 minDeep Values: Value Investing Deep DivesWhy Charlie Munger Hates EBITDA and Warren Buffett Don't Care P/E?❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614**Deep Values Club** https://www.deepvalues.ai**Deep Value Intelligence Agent** https://github.com/luluventures-research/DeepValueIntelligence **Deep Value Researchs** https://github.com/luluventures-research/Deep-Value-Research**Apple Podcasts (English)** https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697**Apple Podcasts (中文)** https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485**Spotify (English)** https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8Q**Spotify (中文)** https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlADisclaimer: Full deep value research reports can be found in the description links. All analysis is ba...
2026-02-1913 min深度价值：价值投资与美股分析巴菲特為何扔掉溫度計? P/E根本不重要？❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Deep Values Club: https://www.deepvalues.aiDeep Value Intelligence Agent LLM: https://github.com/luluventures-research/DeepValueIntelligence Deep Value Researchs: https://github.com/luluventures-research/Deep-Value-ResearchApple Podcasts (English): https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Apple Podcasts (中文): https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify (English): https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QSpotify (中文): https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlADisclaimer: Full deep value research reports can be found in the description links. All analysis is based on p...
2026-02-1915 min深度价值：价值投资与美股分析【13F深度】解构巴菲特的最終章：波克夏的歷史性交接❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Deep Values Club: https://www.deepvalues.aiDeep Value Intelligence Agent LLM: https://github.com/luluventures-research/DeepValueIntelligence Deep Value Researchs: https://github.com/luluventures-research/Deep-Value-ResearchApple Podcasts (English): https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Apple Podcasts (中文): https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify (English): https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QSpotify (中文): https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlADisclaimer: Full deep value research reports can be found in the description links. All analysis is based on p...
2026-02-1813 minDeep Values: Value Investing Deep Dives【13F】Buffett‘s Final $382 Billion Cash Fortress❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Deep Values Club: https://www.deepvalues.aiDeep Value Intelligence Agent LLM: https://github.com/luluventures-research/DeepValueIntelligence Deep Value Researchs: https://github.com/luluventures-research/Deep-Value-ResearchApple Podcasts (English): https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Apple Podcasts (中文): https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify (English): https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QSpotify (中文): https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlADisclaimer: Full deep value research reports can be found in the description links. All analysis is based on p...
2026-02-1811 min深度价值：价值投资与美股分析A16Z: 根本不是泡沫！❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Deep Values Club: https://www.deepvalues.aiDeep Value Intelligence Agent LLM: https://github.com/luluventures-research/DeepValueIntelligence Deep Value Researchs: https://github.com/luluventures-research/Deep-Value-ResearchApple Podcasts (English): https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Apple Podcasts (中文): https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify (English): https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QSpotify (中文): https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlADisclaimer: Full deep value research reports can be found in the description links. All analysis is based on p...
2026-02-1717 minDeep Values: Value Investing Deep DivesWeekly Macro Vibes: Buffett Indicator, Eisman’s AI Panic vs. Wood’s 1996 Boom❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Deep Values Club: https://www.deepvalues.aiDeep Value Intelligence Agent LLM: https://github.com/luluventures-research/DeepValueIntelligence Deep Value Researchs: https://github.com/luluventures-research/Deep-Value-ResearchApple Podcasts (English): https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Apple Podcasts (中文): https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify (English): https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QSpotify (中文): https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dRcrvNvlADisclaimer: Full deep value research reports can be found in the description links. All analysis is based on p...
2026-02-1535 min深度价值：价值投资与美股分析每周宏观观察：巴菲特指数，波动信号，AI泡沫与机遇Full deep value research reports can be found in the Deep Value Research links. 深度价值智能体: https://github.com/luluventures-research/DeepValueIntelligence ❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Deep Values Club: https://www.deepvalues.aiDeep Value Intelligence Agent LLM: https://github.com/luluventures-research/DeepValueIntelligence Deep Value Researchs: https://github.com/luluventures-research/Deep-Value-ResearchApple Podcasts (English): https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Apple Podcasts (中文): https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify (English): https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QSpotify (中文): https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dR...
2026-02-1517 min深度价值：价值投资与美股分析【深度价值智能体】发布了！组建属于你自己的AI调研团队挖掘企业价值！Full deep value research reports can be found in the Deep Value Research links. 深度价值智能体: https://github.com/luluventures-research/DeepValueIntelligence ❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614Deep Values Club: https://www.deepvalues.aiDeep Value Intelligence Agent LLM: https://github.com/luluventures-research/DeepValueIntelligence Deep Value Researchs: https://github.com/luluventures-research/Deep-Value-ResearchApple Podcasts (English): https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Apple Podcasts (中文): https://podcasts.apple.com/us/podcast/深度价值投资/id1813017485Spotify (English): https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QSpotify (中文): https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5?si=hRZQw_O8TdOi-dR...
2026-02-1417 min