O
Occam's Investing

Video Research Library

Stock Research, Deconstructed

Watch real stock analysis walkthroughs using the 3-lens valuation system. Every video shows the full research process — from the first headline to the final verdict.

Subscribe on YouTube
CrowdStrike at $392: Perfect Score, Terrible Price?
Occam Score 100, 6/7 Buffett metrics, $1.3B free cash flow — but trading at 3x intrinsic value. When great companies have terrible prices.
Deep Dive
AMD at $220: Great Company, Terrible Price?
Full DCF walkthrough: Occam Score 100, 6/7 Buffett metrics, but trading at 3x fair value. Why quality and price are different questions.
Deep Dive
The AI System Behind Every Stock Pick — NVDA Case Study
Full walkthrough of CLAUDE.md: DCF, Buffett metrics, Lynch categories, kill signals & forensic scoring
Investment Philosophy
Life360 (LIF) — DCF Said Buy. Peers Said Run.
Full research walkthrough using 3-lens analysis
Deep Dive
Stock Research Walkthrough
Step-by-step analysis process
Analysis
Valuation Deep Dive
3-lens valuation breakdown
Deep Dive
Market Analysis
What the data is telling us
Analysis
Stock Screening Tutorial
How to find undervalued stocks
Tutorial
Peer Comparison Explained
How to compare stocks against peers
Tutorial
Forensic Analysis
Following the cash behind the numbers
Deep Dive
DCF Valuation Model
Understanding intrinsic value
Analysis
Investment Research Process
From headline to conviction
Tutorial

See the Numbers Behind the Videos

Every analysis in these videos was built with our 3-lens valuation system. Run it yourself on any ticker — DCF, peer comparison, and quality forensics in one report.

Run a Free Valuation No account required. One free valuation per person.