NVIDIA (NVDA) — Nvidia's Jensen Huang: $200B and He Wouldn't Do It Again
Deep Values: Value Investing Deep Dives · Nov 14, 2026 · 22:54
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 14, 2026 · 22:54
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Deep value research on NVIDIA (NVDA) as of 2026-11-18: $200B Net Worth, Still No. Jensen Huang turned a 1993 Denny's meeting into Nvidia and a $200 billion fortune, yet says he would never start it again. We audit the hidden human CapEx behind extreme ambition, the cost investors rarely count in their own lives.
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Chapters
(0:00) DeepValues: Intrinsic Value of Life
(1:23) The Cost of the Moat
(5:43) Wealth Utility Curve
(7:08) Empirical Evidence: Long-Term View
(8:14) Wealth Utility Curve
(8:52) Net Worth as Self-Worth
(9:34) Downshifting Matrix
(13:07) Exponential Insecurity Curve
(14:29) Net Worth as Self-Worth
(16:25) Changing Currency of Status
(17:05) Superpower of Nuance
(17:46) Catalyst for Systemic Progress
(18:48) Superpower of Nuance
(19:50) Takeaway for Long-Term Investors
(21:49) Apps for Intelligent Value Investor
(22:28) Get the apps
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Episodes: Deep Values: Value Investing Deep Dives
