Deep Value Investing

AI-powered stock research, DCF tools, portfolio insights, and 15+ years of SEC financials — plus our YouTube channel, Deep Value Investing. Free for now.

[Deep Value Investing @TheDeepValue]

Google's P/E screens at a comfy 26.

But ~$29B of last quarter's $62.6B net income was just a markup on its Anthropic stake, not cash from search or cloud.

Back it out and the real multiple's near 40.

$GOOGL

[Deep Value Investing @TheDeepValue]

What's Your Stock Actually Worth? https://t.co/cAM1RgiXVh via @YouTube

[Deep Value Investing @TheDeepValue]

What's Your Stock Actually Worth? https://t.co/Zfwkxh3l4v via @YouTube

[Deep Value Investing @TheDeepValue]

https://t.co/WNrlPRTpd1 赋能散户一眼看穿財報謊言 https://t.co/b3AoYwpWpu via @YouTube

[Deep Value Investing @TheDeepValue]

你的股票真是价值是多少？ https://t.co/ln7wWGJYaT via @YouTube

[Deep Value Investing @TheDeepValue]

How the New Trump Accounts Actually Work https://t.co/Qo6hnJaBRD via @YouTube

[Deep Value Investing @TheDeepValue]

Two legendary value investors found the value in Micron. But sold it too early.

Li Lu (Himalaya) and Mohnish Pabrai both fully exited $MU in Q2 2023, in the $60s.

Those shares would be worth ~$9.6B today. MU is now ~$1,145.

[Deep Value Investing @TheDeepValue]

Decoding CPI vs PCE https://t.co/5YqGT41Hph via @YouTube

[Deep Value Investing @TheDeepValue]

The P/S Ratio Explained https://t.co/6C2NoaRGj0 via @YouTube

[Deep Value Investing @TheDeepValue]

AI时代的价值投资该怎么做 https://t.co/uNoEc6wGz6 via @YouTube

[Deep Value Investing @TheDeepValue]

The Catch Behind Alphabet's GOOGM 6.25% High Yield https://t.co/zc5OIBi2Mn via @YouTube

[Deep Value Investing @TheDeepValue]

Amazon, Google, Microsoft, Nvidia, Meta: Capital Expenditure vs. Revenue... https://t.co/cIXD3qvvWG via @YouTube

[Deep Value Investing @TheDeepValue]

The PEG Myth Explained https://t.co/bli7pMkjyw via @YouTube

[Deep Value Investing @TheDeepValue]

Einstein's 1929 Mind: Do We Really Have Free Will? https://t.co/8jbPSBI6x2 via @YouTube

[Deep Value Investing @TheDeepValue]

SpaceX IPO Elon Musk Taking the Fiction Out of Science Fiction https://t.co/dLKCbNgniH via @YouTube

[Deep Value Investing @TheDeepValue]

終極折現率：Guy Spier的典範轉移 https://t.co/7Y0FgFF99t via @YouTube

[Deep Value Investing @TheDeepValue]

Alphabet 800億AI豪賭與波克夏科技轉向 #google #warrenbuffett https://t.co/N0JagGvN8k via @YouTube

[Deep Value Investing @TheDeepValue]

Aswath Damodaran on SpaceX Post-Prospectus: Recalculating Value in the A... https://t.co/Huwuw2MyET via @YouTube

[Deep Value Investing @TheDeepValue]

解构ETF的真實風險：財富複利 vs 快速暴富 https://t.co/D5tqFqsy6X via @YouTube

[Deep Value Investing @TheDeepValue]

Why Laozi's Non-Action Philosophy Beats Modern Hustle https://t.co/WV3Jo1a02t via @YouTube