The Value Investor

Yehonatan
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Deep-dive analysis of exceptional businesses through the lens of Warren Buffett, Peter Lynch, and value investing. To the articles: https://substack.com/@yehonatan1 to the web : https://behind-the-moat-v2.web.app/?

Episodes

  1. 6d ago

    SoFi vs. Muddy Waters

    A record adjusted EBITDA - and an accusation that 90% of it isn’t real. The full article: https://substack.com/@yehonatan1 The website: https: //behind-the-moat-v2.web.app/companies/SOFI

    SoFi vs. Muddy Waters

  2. Jul 18

    Micron Technology, Inc.

    A record quarter, a public short, and the oldest question in memory chips: is this time different?To the full article: https://substack.com/@yehonatan1 To the website: https://behind-the-moat-v2.web.app/?

    Micron Technology, Inc.

  3. Jun 29

    Ep. 10 · SpaceX (SPCX) — A Rocket Company, a Satellite Network, and an AI Lab in One Stock

    A special episode outside our S&P 500 series — SpaceX went public weeks ago and so many listeners asked the same question: what exactly are you buying when you buy this stock? Deep-dive analysis of SpaceX — the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-10-spacex-spcx?r=6ty94v

    Ep. 10 · SpaceX (SPCX) — A Rocket Company, a Satellite Network, and an AI Lab in One Stock

  4. Jun 29

    Ep. 09 · Booking Holdings (BKNG) — The Company That Organized the World's Hotels

    Deep-dive analysis of Booking Holdings — the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-09-booking-holdings-bkng?r=6ty94v

    Ep. 09 · Booking Holdings (BKNG) — The Company That Organized the World's Hotels

  5. Jun 29

    Ep. 08 · Uber (UBER) — The Platform That Won the Rides War

    Deep-dive analysis of Uber — the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-08-uber-technologies-uber-0fd?r=6ty94v

    Ep. 08 · Uber (UBER) — The Platform That Won the Rides War

  6. Jun 29

    Ep. 07 · Interactive Brokers (IBKR) — The Plumbing of Global Capitalism

    Deep-dive analysis of Interactive Brokers — the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-07-interactive-brokers-ibkr-74f?r=6ty94v

    Ep. 07 · Interactive Brokers (IBKR) — The Plumbing of Global Capitalism

  7. Jun 29

    Ep. 06 · Netflix (NFLX) — The Stock You Can Actually See

    Deep-dive analysis of Netflix — the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-06-netflix-inc-nflx-8aa?r=6ty94v

    Ep. 06 · Netflix (NFLX) — The Stock You Can Actually See

  8. Jun 29

    Ep. 05 · NVIDIA (NVDA) — The Widest Moat and the Fastest Growth in Market History

    Deep-dive analysis of NVIDIA — the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-05-nvidia-nvda-49b?r=6ty94v

    Ep. 05 · NVIDIA (NVDA) — The Widest Moat and the Fastest Growth in Market History

  9. Jun 29

    Ep. 04 · Monster Beverage (MNST) — The Best-Performing S&P 500 Stock of the Last 20 Years

    Deep-dive analysis of Monster Beverage — the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-04-monster-beverage-mnst-772?r=6ty94v https://www.dataroma.com/m/ins/ins.php?t=y&&sym=MNST&o=fd&d=d

    Ep. 04 · Monster Beverage (MNST) — The Best-Performing S&P 500 Stock of the Last 20 Years

  10. Jun 29

    Ep. 03 · Chipotle (CMG) — The Growth Machine Running on Two Engines

    Deep-dive analysis of Chipotle - the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-03-chipotle-mexican-grill-b65?r=6ty94v

    Ep. 03 · Chipotle (CMG) — The Growth Machine Running on Two Engines

  11. Jun 29

    Ep. 02 · Lululemon (LULU) — The Brand That Built a Category

    Deep-dive analysis of Lululemon — the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-02-lululemon-athletica-lulu-adf?r=6ty94v

    Ep. 02 · Lululemon (LULU) — The Brand That Built a Category

  12. Jun 29

    Ep. 01 · Visa (V) — The Road That Money Travels On

    Deep-dive analysis of Visa — the business model, the moat, the numbers, and the risks. Full brief, interactive valuation tool, and financial data: https://yehonatan9oz.substack.com/p/episode-01-visa-inc-v-ef1?r=6ty94v

    Ep. 01 · Visa (V) — The Road That Money Travels On
  • 12 Episodes

About

Deep-dive analysis of exceptional businesses through the lens of Warren Buffett, Peter Lynch, and value investing. To the articles: https://substack.com/@yehonatan1 to the web : https://behind-the-moat-v2.web.app/?

Information

  • Creator
    Yehonatan
  • Years Active
    2026
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © Yehonatan
  • Show Website
    The Value Investor