Fat Elephant Podcast by An El Davidmeister Production

Episodes 6

Avg. Duration 13m

Activity Declining

Since Dec 2025

Latest Episode Feb 2026

Publishing Details

Schedule

Weekly

Format

Episodic

Consistency

20%

Hosting

api.substack.com

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About This Podcast

FatElephant is a value investing research engine built on a single, rigorous premise: Most investment mistakes happen because humans are emotional, but math is not.

www.fatelephnt.com

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Recent Episodes

The Vibe-Coded Enterprise: Why You Can’t Sue a Prompt

Feb 12, 2026 16m

The stock market is betting that AI will kill the software industry. The theory is simple: If an AI agent can “vibe code” a custom CRM for free, why pay Salesforce $1 million a year?In this episode,…

ASML: The Monopoly Priced For Perfection

Feb 05, 2026 13m

Episode Summary:In this episode, we dive deep into ASML, the obscure Dutch company that has become the most critical node in the global technology supply chain. We explore how ASML built an effective…

The AI Trade: Is It 1996 or 1999? Decoding the 27x Dilemma

Jan 01, 2026 32m

In this episode of Deep Dive, we tackle the trillion-dollar question on every investor’s mind: Is the current AI boom a bubble about to burst, or the foundation of the next industrial revolution?We…

The Elephant Gun: Why U.S. Bancorp is the Best Value Play of 2026

Dec 29, 2025 11m

Episode Summary: In this deep-dive episode, we pull the trigger on a rare “Elephant Gun” opportunity: U.S. Bancorp (USB). While the market sees a boring regional bank, we uncover a high-margin…

$115 Billion and a Robot Army: The Future of Amazon

Dec 23, 2025 11m

Amazon is currently spending more on its future than almost any company in history. With $115 billion in annual CapEx flowing into AI infrastructure and a global logistics network powered by the…

Rocket Lab: Great Business, Terrible Investment?

Dec 20, 2025 11m

Everyone loves a rocket launch, but do the numbers land safely? In this episode, we run Rocket Lab (RKLB) through the rigorous "Elephant Gun" valuation framework. We break down why—despite its…