Dan Bin Cuts AMD 64%, Bets $91M on Apple | Investor Playbook
Deep Values: Value Investing Deep Dives · Nov 4, 2026 · 19:01
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 4, 2026 · 19:01
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Dan Bin, China's best-known Buffett disciple, cut AMD by 64% and opened a $91M Apple stake in Q3 2026. We test whether his $1.47B, AI-heavy US portfolio still leaves any margin of safety.
• Free DeepValues app, intrinsic value and margin of safety for any stock: iPhone · Android
Chapters
(0:00) Value Ledger Overview
(3:59) Portfolio X-Ray Analysis
(4:38) Top 10 Holdings Ledger
(5:39) Transaction Ledger Summary
(7:17) AAPL Ecosystem Investment
(7:57) Marvell Liquidation Diagnostic
(10:44) AMD Trimmed Diagnostic
(12:07) AAPL Ecosystem Investment
(14:51) 13F Clone Performance
(15:48) 13F Iceberg Blind Spots
(16:27) Lessons for Patient Investors
(18:13) DeepValues Toolkit
(18:36) Get the apps
DeepValues toolkit
• Run the numbers on any stock yourself, free
• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed)
• Is the market overvalued? Track it with Buffett Indicator (iOS)
• The same market gauge on Android, Buffett Indicator & Shiller PE
• Open-source research on 300+ companies
• Deep Value Intelligence, the multi-agent AI analyst
• Developer API and MCP server for your AI agents
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.
Episodes: Deep Values: Value Investing Deep Dives
