Deep Dive with DeepSeek: Warren Buffett’s Approach to Intrinsic Value (Case Study: Meta & Google)

In this episode, we explore Warren Buffett’s approach to intrinsic value assessment, emphasizing how qualitative factors influence the valuation of Meta and Google. We analyze their competitive moats, management quality, industry dynamics, and company cultures. Additionally, we break down their financials, growth potential, and revenue streams to offer a comprehensive investment perspective. The episode also examines their distinct AI strategies, as well as the risks and rewards each company faces. Join us as we apply Buffett’s investing lens to these tech giants in a deep-dive analysis powered by DeepSeek. 00:00 Introduction to Warren Buffett's Intrinsic Value 00:18 Qualitative Factors in Intrinsic Value 02:50 Buffett's Framework: Economic Moat 04:08 Buffett's Framework: Management Quality 05:52 Buffett's Framework: Industry Dynamics 07:05 Buffett's Framework: Institutional Imperative 09:07 Applying the Framework to Meta and Google 09:22 Meta's Competitive Position 11:20 Google's Competitive Position 12:58 Management Quality: Zuckerberg vs. Pichai 15:45 Industry Dynamics for Meta and Google 20:25 Conclusion: Insights and Takeaways 23:11 Exploring Industry Dynamics 24:20 Meta's Challenges and Opportunities 25:39 Google's Strategic Position 27:32 The Role of Company Culture 29:51 Diving into AI Strategies 37:25 Financial Breakdown: Meta vs. Google 42:01 Final Thoughts and Investment Insights #WarrenBuffett #ValueInvesting #StockAnalysis #MetaStock #GoogleStock Warren Buffett Explains How To Calculate Intrinsic Value Of A Stock    • Warren Buffett Explains How To Calcul...