Episodios

  • 49/ Duolingo Stock Crash: The Ultimate "AI Panic" Buying Opportunity?
    Feb 28 2026

    As of February 2026, Duolingo (NASDAQ: DUOL) presents a fascinating "Value Investing" anomaly. After peaking at over $540 in mid-2025, the stock has plummeted roughly 75%, trading near $110.

    The market is currently pricing Duolingo as if AI (like ChatGPT and real-time translators) will destroy the need for language learning apps. However, with a 40% net margin and 30%+ user growth, value investors are beginning to ask: Is the green owl actually a coiled spring?

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    18 m
  • 48/ Is the "Berkshire of Software" Finally on Sale? Constellation Software Deep Dive
    Feb 25 2026

    Constellation Software (CSU) has been one of the greatest compounding machines in stock market history, turning a few million into a $50B+ empire without ever issuing new shares. But in 2026, the unthinkable happened: the stock plunged nearly 50%.

    In this video, we break down the Constellation Software Stock Market Anomaly. Is this a "broken compounder," or is the market handing us a rare value investing opportunity to buy an exceptional business at a massive discount?

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    30 m
  • 47/ Beyond the Hype. Using Data to Discover Genuine Value with Matt Ober
    Jan 27 2026

    Most investors are looking at the same 10-K filings and news headlines, but Matt Ober is looking at the data they ignore. Drawing on his experience at WorldQuant and Third Point, Matt breaks down the "Alt-Data Revolution" and shares a non-obvious data source that every individual investor is currently overlooking. We discuss the transition from asset management to venture capital and what "rigor" actually looks like in the age of AI and big data.Matt Ober, Money Voice Podcast, Social Leverage, Third Point LLC, Chief Data Scientist, Hedge Fund Secrets, Alternative Data Investing, Quantitative Analysis, Value Investing 2026, Fintech Investing, Venture Capital Insights, How to find market anomalies, WorldQuant, Stock Market Data Science, Investment Strategy, Fundamental vs Quantitative Analysis, Institutional Investing for Retail, Smart Money Move.Data Science in Finance, Alt-Data, Quantitative Trading, Algorithmic Investing, Fintech Startups, Big Data Investment Strategy, Predictive Analytics Finance, Matt Ober Interview, WorldQuant Alpha, Third Point Management, Financial Engineering, Data Driven Investing, Market Inefficiency, Finding Alpha, Machine Learning in Finance, AI Investing.Finance, Investing, Hedge Funds, Venture Capital, Data Science, Stock Market, Fintech, Matt Ober, Social Leverage, Third Point, Alternative Data, Market Analysis, Money Voice, Wealth Building, Economics.



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    27 m
  • 46/ I Managed Billions for 30 Years. Now I’m Warning You - How the system is designed against you and what to do about it - Paul Musson
    Jan 20 2026

    Paul Musson, a man who spent three decades in the engine room of high finance managing billions of dollars for largest firms. Paul wrote the book on why the system is failing the average person: Capital Offence.


    The "Fake Wealth Effect": Why your rising house price might be a trap.

    The Silver Parabola: With Silver hitting $90 and Gold at $4,600, is this a bubble or the final flight to safety?

    Central Bank Secrets: What the world's biggest banks know about the future of the USD that they aren't telling you.

    Paul Musson, Capital Offence, Money Voice Podcast, Gold price 2026, Silver price 90, Central Bank Gold Reserves, Financial Crisis, Investing for Beginners, Housing Market Crash, Wealth Transfer, Fiat Currency Collapse, Anti-fragile Investing, Ivy Funds, Quality Investing, Economics Explained, Debt-Fueled Prosperity, Inflation Protection, Silver vs Gold, Monetary Policy.


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    35 m
  • 45/ Power Play: Mapping the Future of Money, Energy, and Peace
    Jan 17 2026

    The Geopolitical Compass

    We are living through a massive restructuring of the global order. In this episode, we move past the headlines to analyze the three pillars defining our lives right now: the intensifying US-China rivalry, the strategic use of the US Dollar, and the volatility of the energy sector.

    As we enter 2026, the era of "laissez-faire" economics is fading, replaced by state interventionism and "friend-shoring." We break down why the US-China relationship is no longer just about trade—it's about technological sovereignty and national security.

    geopolitics 2026, global finance, US-China relations, macroeconomics, USD hegemony, de-dollarization, energy prices, oil industry outlook 2026, world peace, financial warfare, trade wars, state interventionism, friend-shoring, economic security, BRICS, federal reserve, inflation 2026, market volatility, investment strategy, national security, energy security, WTI oil forecast, brent crude, renewable transition, supply chain resilience, global trade update, 2026 economic forecast, strategic autonomy, US foreign policy, China economic growth, global risk 2026, financial stability, technological sovereignty, AI impact on finance, commodity prices, resource nationalism, OPEC+ strategy, shale oil production, middle east geopolitics, dollar weaponization, international relations, global power shift, economic decoupling, trade tariffs, inflation trends, portfolio diversification, sovereign risk, geopolitical risk premium, world economy 2026, the new world order.


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    37 m
  • 44/ CYBER FOLKS - Compounding Riches amazing stock market company for value investors - long term gem
    Dec 7 2025

    CYBER FOLKS: Finding Your Long-Term Investment Gems

    Are you tired of chasing fads and high-flying stocks that burn out? Do you believe, like Warren Buffett, that the best time to sell a great business is never?

    Welcome to CYBER FOLKS, the podcast dedicated to the timeless principles of Fundamental Value Investing. We cut through the market noise and media speculation to focus on one goal: unearthing amazing stock market companies that are genuine, long-term gems.

    In every episode, we act as business owners, not speculators. We apply rigorous analysis using the wisdom of Benjamin Graham and the focused approach of modern value masters. We show you how to:


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    22 m
  • 43/ MARKET ANOMALY Is it The Single Best Stock to Buy Right Now?
    Dec 4 2025

    MARKET ANOMALY? | Fundamental Financial Analysis with Professional Koyfin Data

    We found a potential market anomaly! This video uses Koyfin data to perform a detailed fundamental financial report analysis on a stock that looks seriously undervalued.

    Discover the possible massive opportunity before the rest of the market catches on.

    #stockmarket #fundamentalanalysis #valueinvesting #stockanalysis

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    29 m
  • 42/ Hidden Goldmine - Which of the two undervalued stocks is better ? Alibaba vs JD Buffett style
    Dec 3 2025

    Are you wondering which Chinese e-commerce giant is the better investment: Alibaba (BABA) or JD.com (JD)? In this video, we break down both companies using Warren Buffett’s proven value investing principles, including revenue growth, profitability, competitive advantages, and long-term potential.

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    40 m