A former Alibaba executive was told to multiply her forecast by seven, and her team hit it. Learn what that hyper-growth era cost her health and her family, and why value investors should audit their own human capital as carefully as a balance sheet.
Chapters
(0:00) The Economics of Hyper-Growth
(0:55) Thesis: Growth's Unfunded Liabilities
(2:39) The Scaling Engine
(5:21) By the Numbers: The Bull Run
(6:39) The Bear Case: Human Capital
(7:41) Pivot to Intrinsic Value
(10:03) The Cortisol Tax
(11:43) Pivot to Intrinsic Value
(12:06) Why Tech Frameworks Fail
(13:03) The Ultimate Asset Class
(13:25) Apps and Resources
(14:11) Get the free apps
DeepValues toolkit
• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed): https://app.deepvalues.ai/letter?src=spotify&ref=from_alibaba_executive_to_special_needs_
• DeepValues for iOS, intrinsic value and margin of safety for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608
• Is the market overvalued? Track it with Buffett Indicator (iOS): https://apps.apple.com/us/app/buffett-indicator/id6747404614
• The same market gauge on Android, Bubble Watch: https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmoney
• Open-source research on 300+ companies: https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=money&utm_content=from_alibaba_executive_to_special_needs_
• Deep Value Intelligence, the multi-agent AI analyst: https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=money&utm_content=from_alibaba_executive_to_special_needs_
• Developer API for your AI agents: https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=money&utm_content=from_alibaba_executive_to_special_needs_
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.
• This episode on YouTube: https://youtu.be/jzKvxzQB-qE
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Podcast (Deep Values): Spotify https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9 · Apple Podcasts https://podcasts.apple.com/us/podcast/id1811057697
