Cold Brew Money
126 episodes - English - Latest episode: almost 2 years ago -We talk about money because your friends and family won't.
In this podcast, two friends figure out money as they reach their late-20s. We have learned to invest by reading books, listening to podcasts, watching videos, and making mistakes. They are here to discuss these ideas with everyone.
There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it.
We will be talking about budgeting, scheduling, investing in stocks, bonds, index funds, valuation, and a lot more all while sipping on coffee!
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Episodes
#120 - STOCKS Smart Money Is Buying NOW!
September 02, 2022 16:00 - 5 minutes - 4.94 MBđ DESCRIPTION: August 2022 13F filings are out and we look at our favourite super investors (investing gurus) to see which stocks they purchased. The super investors we covered today are: Intro: 00:00 Warren Buffett: 00:10 Li Lu: 01:41 Bill Ackman: 02:33 Michael Burry: 03:06 Guy Spier: 04:20 -------------------------------------------- 𧰠CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard đ Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: ...
#119 - Mohnish Pabrai Free Lunch Portfolio Update (CBM August 2022)
August 12, 2022 12:41 - 4 minutes - 4.4 MBMohnish Pabrai has a free lunch portfolio in which he provides stock updates on an annual basis. We previously did an episode in January on the free lunch portfolio. This is our August 2022 update for the Mohnish Pabrai Free Lunch Portfolio. -------------------------------------------- 𧰠CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard đ Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYG...
#118 - 10 Mental Models BEFORE you INVEST in a Growth Company
August 05, 2022 15:25 - 6 minutes - 6.13 MBđ DESCRIPTION: Bill Gurleyâs Mental Models to filter good growth business. Based on the article âAll Revenue is Not Created Equalâ: https://abovethecrowd.com/2011/05/24/all-revenue-is-not-created-equal-the-keys-to-the-10x-revenue-club/ -------------------------------------------- 𧰠CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard đ Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimB...
#117 - Are We In A Recession? Facebook In Trouble? Portfolio Update!
August 02, 2022 13:01 - 19 minutes - 17.9 MBâ± Timestamps: Intro: 00:00 Are we in a recession?: 00:20 Recession Indicator: 03:16 Instagram Rant: 05:40 FB Earnings: 07:28 Google Earnings: 12:12 Amazon Earnings: 14:25 Apple Earnings: 15:14 Portfolio Update: 17:20 -------------------------------------------- 𧰠CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard đ Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu...
#116 - CBM After Hours - 401K Good or Bad? Nancy Pelosi and Nvidia! The Creator Economy Explained
July 24, 2022 15:16 - 24 minutes - 22.2 MBâ± Timestamps: We are having a conversation around the following topics Intro: 00:00 What is CBM After Hours?: 00:15 When To Sell A Stock - Safal Niveshak: 02:43 Nancy Pelosi Buys Nvidia: 07:15 Instagram Launches Subscription Service: 09:12 The Creator Economy: 11:40 401K - Good or Bad?: 16:37 -------------------------------------------- 𧰠CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard đ Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio:...
#115 - The Education of a Value Investor By Guy Spier
July 21, 2022 13:00 - 7 minutes - 7.08 MB-------------------------------------------- đ DESCRIPTION: The Education of a Value Investor by Guy Spier helps you build a value investor mindset which is the most important thing for any investor. We have summarised our favourite key lessons from the book in this video. â± Timestamps: Who is Guy Spier?: 00:00 Learn from mentors (living or dead): 01:07 Build Your Own Omaha: 02:31 Think Like A Pilot: 04:09 Checklist Manifesto: 05:34 -------------------------------------------- 𧰠CB...
#114 - Did Dunder Mifflin OVERPAY Michael Scott Paper Company?
July 14, 2022 22:37 - 10 minutes - 9.19 MBLet's look at Dunder Mifflin and Michael Scott Paper Company to understand fair value calculation. We look at Dunder Mifflin's sales and Michael Scott Paper Company's sales. Based on the amount, we figure out how much did Michael Scott Paper Company sell for and how much should have actually been paid! Â Yes, we understand these are fictional companies. But this is a fun way to learn about the fair value calculation of businesses. David Wallace made a bad deal. This proves that when you're in...
#113 - Is Prosus Still A Buy? | Prosus (PRX.AS, PROSY) Stock Analysis
June 14, 2022 17:06 - 4 minutes - 4.52 MBTrack CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 -------------------------------------------- đ DESCRIPTION: We go over Prosus's business model, management, valuation, and more. -------------------------------------------- 𧰠CBM TOOLBOX: http...
#112 - Stock Splits, Explained
June 11, 2022 14:49 - 2 minutes - 2.19 MBđ DESCRIPTION: Curious to learn more about stock splits and what should you know about them? -------------------------------------------- 𧰠CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard đ Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing đ° Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 â Buy Us A C...
#111 - Mohnish Pabrai Investing Framework - Dhandho Investor
June 10, 2022 15:39 - 8 minutes - 7.96 MB[podcast_subscribe id="111"] đ DESCRIPTION: Mohnish Pabrai is one of my favourite super investors. We have done a few videos on Mohnish Pabrai and in this video we want to cover his most famous investing framework called the Dhandho Investor which is based on his book Dhandho Investor. If you want to be a successful investor, you should be able to watch paint dry on a wall, said Mohnish Pabrai in one of his interviews. We found this intriguing. Today, when most âinvestorsâ are buying meme...
#110 - The 2022 Stock Market Crash, Explained (What Can You Do)
June 02, 2022 00:22 - 4 minutes - 4.15 MBđ DESCRIPTION: A lot of stocks are down- Peloton is down 58%, Paypal is down 56%, Facebook is down 42%, Zoom is down 40%, Amazon is down 32%. We wanted to discuss whatâs going on and what are we doing! -------------------------------------------- 𧰠CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard đ Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharin...
#109 - University of Berkshire Hathaway (Warren Buffett & Charlie Munger) | Everything You Need To Know About Investing
May 27, 2022 14:04 - 7 minutes - 6.84 MBTapan recently finished reading the University of Berkshire Hathaway, one of the best investment books there. It's a must-read investing book. The University of Berkshire Hathaway book covers all crucial lessons from 30 years of Berkshire Hathaway AGMs. Â Â This video will cover all the important lessons from the book the University of Berkshire Hathaway. We will cover topics like business, management, and investing psychology in this video. How to find good businesses: 00:00 Valuing busines...
#108 - COINBASE - BARGAIN or a VALUE TRAP?
May 25, 2022 18:05 - 5 minutes - 5.14 MBWe go over Coinbase's business model, management, valuation, and current news. Find out after the 75% decline of Google ($COIN) is it a buy? Should you buy Coinbase at the current fair value? We run the business through our CBM Toolbox to see if after the 75% decline Coinbase stock is a buy or watch. Brian Armstrong has done a great job in running Alphabet (Google) over the year and we see good growth in the business. -------------------------------------------- 𧰠CBM TOOLBOX: https://to...
#107 - WARREN BUFFETT Goes On A BUYING SPREE! Warren Buffett Portfolio Update (13F)
May 19, 2022 14:44 - 4 minutes - 4.4 MB[podcast_subscribe id="111"] đ DESCRIPTION: We look at Warren Buffett's 13F filings and see what stocks he invested in Q1 2022. In this episode, we look at Warren Buffett's Berkshire Hathaway's 13F and check their portfolio. Warren Buffett is a superinvestor we follow closely and his stock portfolio in 2022 was updated to include 1. Apple 2. Chevron 3. Occidental Petroleum 4. Activision Blizzard  In total, Berkshire Hathaway (Warren Buffett) spent over $40 Billion in Q1 2022! In this episode,...
#106 - Michael Burry Is Short Apple & Michael Burry Portfolio Update
May 17, 2022 21:28 - 4 minutes - 3.69 MB[podcast_subscribe id="111"] DESCRIPTION: Michael Burry has filed his 13F and it was full of surprises. Michael Burry bought Facebook, Google, Nexstar, among others. But the headlines was Michael Burry is short Apple! Yes, in Q1 2022 Michael Burry has short puts on Apple. He is betting against Apple this quarter. We deep-dive and discuss why this could be. Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldb...
#105 - Three Stocks Currently Better Than Alibaba
May 12, 2022 20:21 - 4 minutes - 4.3 MB[podcast_subscribe id="111"] With the current stock market pullback, we discuss 3 stocks that are better than Alibaba. Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ Cold Brew Money Tools: https://coldbrew.money/tools/ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney Hosts: Atit Kothari: https://kothariatit.c...
#104 - OUR PORTFOLIO is in TROUBLE - Down 30%!
May 07, 2022 08:30 - 5 minutes - 4.67 MB[podcast_subscribe id="111"] đ DESCRIPTION: CBM Portfolio is down  30%! We are doing a live review for our CBM Portfolio. We are investing $12,000 of our real money in CBM Portfolio this year with the goal of beating the S&P 500 Index in the next 3 to 5 years. In this episode, you will be able to view our portfolio in real-time.  đ Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJ...
#103 - FAANG Stock Earnings In 8 Minutes!
May 02, 2022 19:20 - 8 minutes - 8.04 MB[podcast_subscribe id="111"] We are looking at Facebook ($FB META), Apple ($AAPL), Amazon ($AMZN), Netflix ($NFLX), and Google ($GOOGL Alphabet) earnings for Q1 2022 in under 8 mins. Â We will discuss what we think about the earnings, what are the major headwinds for the FAANG stocks, and see if FAANG stocks will crash further. Â Â Facebook (META) had a disappointing Q1 2022 earnings. So did Amazon, Google, and Netflix in Q1 2022 earning season. Apple was the best performing FAANG stock. Â We w...
#102 - Google A Buy Now?
April 29, 2022 15:20 - 7 minutes - 6.84 MBđ DESCRIPTION: We go over Google's business model, management, valuation, and current news. Find out after the 20% decline of Google ($GOOGL) is it a buy? Should you buy Alphabet at the current fair value? We run the business through our CBM Toolbox to see if after the 20% decline Google stock is a buy or watch. Sundar Pichai has done a great job in running Alphabet (Google) over the year and we see good growth in the business. -------------------------------------------- 𧰠CBM TOOLBOX:...
#101 - Problems With Chasing Dividend Yields
April 29, 2022 15:17 - 5 minutes - 5.13 MB[podcast_subscribe id="111"] đ DESCRIPTION: We have seen so many dividend and dividend yield strategies which don't make sense. In this video, we want to explain: 1. What are dividends and what is a dividend yield 2. Why does chasing dividend and dividend yield doesn't make sense for most investors 3. When should a company pay out dividends? 4. When should you invest in a stock that pays dividends?  We will be explaining our and Warren Buffett's thought process on dividends. #divi...
Nine Steps To Achieve Financial Independence
April 23, 2022 20:30 - 6 minutes - 5.83 MB[podcast_subscribe id="111"] DESCRIPTION: Money Guys have created the 9 steps to financial independence and they call it the "Financial Order of Operations (FOO)". Financial Order of Operations is an instructional manual explaining the 9 steps of building wealth from building your emergency fund to finally paying off your low-interest debt.   We wish someone had introduced us to the Financial Order of Operations in our early 20s when we had just started earning. The Financial Order of...
#100 - Nine Steps To Achieve Financial Independence
April 23, 2022 20:30 - 6 minutes - 5.83 MB[podcast_subscribe id="111"] DESCRIPTION: Money Guys have created the 9 steps to financial independence and they call it the "Financial Order of Operations (FOO)". Financial Order of Operations is an instructional manual explaining the 9 steps of building wealth from building your emergency fund to finally paying off your low-interest debt.   We wish someone had introduced us to the Financial Order of Operations in our early 20s when we had just started earning. The Financial Order of...
#99 - We cloned Mohnish Pabrai and bought this stock | Prosus (Prx.as, Prosy) stock analysis
April 19, 2022 23:10 - 8 minutes - 7.91 MBM1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing -------------------------------------------- DESCRIPTION: We go over Prosus's business model, management, valuation, and more. 00:00 - Business 01:37 - Management 02:02 - Risks 03:01 - Growth...
#98 - Mohnish Pabrai Stock Portfolio (2022)
April 15, 2022 19:57 - 13 minutes - 12.2 MB[podcast_subscribe id="111"] M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 Cold Brew Money Toolbox: https://toolbox.coldbrew.money F1 FanFiction: Â https://www.youtube.com/channel/UCf1lFe6lem9yzJHF2ayZyfw Mohnish Pabrai is one of our favourite investors and we have learned a lot from him. So naturally, we wanted to see which stocks Mohnish Pabrai owns and see Mohnish Pabraiâs Stock Portfolio in 2022. In this video, we will co...
#97 - Should You BUY DISNEY Stock? | $DIS STOCK ANALYSIS
April 11, 2022 20:49 - 13 minutes - 12 MB[podcast_subscribe id="111"] Links: Mindmap: https://whimsical.com/disney-4SqWnvxx5C8G8Cs6ETUHBR CBM Toolbox Analysis: http://toolbox.coldbrew.money#/dashboard?symbol=DIS&c1=y&c2=y&c3=y&mo1=3&mo2=3&mo3=0&mo4=0&mo5=0&mo6=2&m1=y&m2=y&m3=y  Description: We are analysing the Disney ($DIS) stock to see if you should buy the stock? We will evaluate if Disney stock is a buy, watch, or sell in 2022. We look at Disney stock business, risk, growth avenues, and management. CBM will also calculate ...
#96 - Why Elon Musk Bought Twitter!? | TWITTER ($TWTR) STOCK ANALYSIS
April 07, 2022 21:55 - 16 minutes - 15.1 MB[podcast_subscribe id="111"] M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 CBM Toolbox: http://toolbox.coldbrew.money#/dashboard?symbol=TWTR&c1=y&c2=y&mo1=0&mo2=0&mo3=0&mo4=3&mo5=0&mo6=1&m1=y Elon Musk bought a stake in Twitter. We wanted to discuss what could be the potential reason and use the CBM toolbox to analyse if Twitter stock is currently bought, hold, or sell. Elon Musk has bought 9.2% stake in Twitter which is maki...
#95 - How To Find Good Stocks Using A Screener? | Beginner Indian Screener.in
April 04, 2022 18:32 - 5 minutes - 5.32 MB[podcast_subscribe id="111"] CBM Screener: https://www.screener.in/screens/629132/cold-brew-money/ How to find stocks or screen for good companies? In this episode, we walk through the basics for finding good stocks to invest in using screener.in which is a great tool to find Indian stocks for beginners. This is a basic screener and there are better screeners out there like Coffee Can Investing by Saurabh Mukherjea and Magic Formula Investing by Joel Greenblatt. We are going to create a b...
#94 - INTEL ($INTC) A GOOD BUY? (2022)
March 25, 2022 23:36 - 10 minutes - 9.54 MBM1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 Timestamps: Intro: 00:00 Business Model: 00:16 CBM Checklist: 03:57 Fair Value: 07:42 Verdict: 09:34 In this episode, we are deep-diving into Intel and determining if it is currently a value play based on the recovering covid market and recent inflation OR itâs overpriced! Today we are looking at Intelâs business model, growth avenue, and finally, calculating the fair price. ...
#93 - Stock Market Chaos: Hereâs What We Are DoingâŠ
March 11, 2022 22:32 - 5 minutes - 4.92 MBIn this episode, we are discussing what are the 5 things we are doing during the market crash. We have amateur investors but have been some crashes in the last 6-7 years. Based on our learning of the market, here are 5 things that we are doing during this market crash. These lessons include learnings from Ray Dalio, Warren Buffett, Charlie Munger, Mohnish Pabrai, and other investors. We have gone through their resources to learn from their books and videos on how to handle a market crash. ...
#92 - Lessons From WARREN BUFFETT Shareholder Letter
March 01, 2022 21:00 - 8 minutes - 7.45 MB[podcast_subscribe id="111"] Links: Shareholder Letter: https://www.berkshirehathaway.com/letters/2021ltr.pdf We went through 11 pages of this yearâs shareholder letter from Warren Buffett. Today weâll discuss key takeaways such as the different business Berkshire Hathaway owns, three different ways a company can increase shareholder value, and the two most important factors to find job satisfaction! We have learned a lot from Warren Buffett's shareholder letters over the years. We have ...
#91 - FIRE (Financial Independence, Retire Early) As An Indian Immigrant Couple In The US
February 23, 2022 21:00 - 18 minutes - 17.2 MB[podcast_subscribe id="111"] Timestamps: Intro: 00:00 About Parth Mehta: 00:20 What is FIRE: 00:56 Planning FIRE: 02:48 Planning as a couple: 05:58 Planning expenses for FIRE: 08:25 FIRE investing strategy: 10:25 FIRE Lessons Learned: 15:10 Links: Parth Mehta (Twitter): https://twitter.com/parthpmehta93 Description: We are talking to Parth Mehta in todayâs episode who is an Associate at Goldman Sachs in the Compliance department. We talk about Financial Independence, Retire Earl...
#90 - Charlie Munger On Investing During High Inflation!
February 20, 2022 14:39 - 5 minutes - 5.48 MBInflation has been the highest in the last 40 years at the rate of 7.5%. So letâs see what super investors like Ray Dalio and the legend, Charlie Munger have to say about managing your investments during inflation. We talk about Ray Dalio's latest article on inflation and Charlie Munger's advice on inflation. #investinginflation #inflation #charliemunger Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbr...
Charlie Munger On Investing During High Inflation!
February 20, 2022 14:39 - 5 minutes - 5.48 MBInflation has been the highest in the last 40 years at the rate of 7.5%. So letâs see what super investors like Ray Dalio and the legend, Charlie Munger have to say about managing your investments during inflation. We talk about Ray Dalio's latest article on inflation and Charlie Munger's advice on inflation. #investinginflation #inflation #charliemunger Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbr...
#89 - Warren Buffet buys Activision Blizzard($ATVI)?!?
February 16, 2022 12:00 - 6 minutes - 5.66 MBââWe are discussing why Berkshire could have bought Activision and looking at other businesses bought by Warren Buffett in the last quarter. Time Stamps: 00:00 - Intro 00:18 - BRK.B Q4 buys 01:23 - Moat 03:20 - Management 04:10 - Valuation Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ Cold Brew Money Tools: https://c...
#88 - MAGIC FORMULA INVESTING STRATEGY FOR BEGINNERS
February 12, 2022 01:00 - 6 minutes - 6.38 MB[podcast_subscribe id="111"] Timestamps: Intro: 00:00 What is it?: 00:23 How does it work?: 01:01 Pros and Cons: 02:17 Website and Portfolio: 03:16 When to use it?: 05:18 Links: Website: https://www.magicformulainvesting.com/Â Portfolio Tracker Sheet: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit#gid=726394198 Description: Magic formula investing refers to a rules-based, disciplined investment strategy that will teach you a relatively si...
#87 - Home Depot ($HD) Stock Analysis
February 08, 2022 12:00 - 11 minutes - 10.4 MB[podcast_subscribe id="111"] Timestamps: Intro: 00:00 Business Model: 00:21 CBM Checklist: 04:21 Fair Value: 08:30 Verdict: 10:16 Description: In this episode, we are deep-diving into Home Depot and determining if it is currently a value play based on the recovering covid market and recent inflation OR itâs overpriced! Today we are looking at Home Depotâs business model, growth avenue, and finally, calculating the fair price. Useful links: All Streaming Platforms for Cold Brew Money Podcast: ...
#86 - Is Meta ($FB) Dead?
February 04, 2022 00:52 - 7 minutes - 13.5 MBUseful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ Cold Brew Money Tools: https://coldbrew.money/tools/ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atitâs Newsletter: https://atitkothari.substack.com/ Tapanâs Newsletter: http...
#85 - What Are MOATS & How To Find Them?
February 01, 2022 21:00 - 9 minutes - 8.65 MB[podcast_subscribe id="111"] Timestamps: Intro: 00:00 What are moats?: 00:39 Types of moats?: 01:03 How to find moats?: 05:59 Summary: 08:01 Description: We are covering one of our favourite concepts in investing MOATs. Buffett says, he wants to buy businesses that are like a strong castle with a deep moat around it. So letâs find out what are moats, the types of moats, and how to find them. Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/...
#84 - Is Chipotle ($CMG) A Buy In 2022?
January 28, 2022 12:00 - 25 minutes - 23.3 MB[podcast_subscribe id="111"] Timestamps: Intro: 00:00 Company overview: 01:30 CBM Checklist: 10:00 Fair value: 20:00 Final Summary: 23:10 M1 Finance: While we are on the topic of investing, we use M1 finance for the CBM portfolio. M1 finance is a great app if youâre looking to get started building your portfolio and it allows you to view and create pies. Once you have the pie created, you can invest automatically in that pie. This is not an ad but if you want to support us, you can use the a...
#83 - Mohnish Pabrai Free Lunch Portfolio - 15 Long Term Stock Picks From Mohnish Pabrai!
January 25, 2022 12:00 - 12 minutes - 11.9 MB[podcast_subscribe id="111"] Timestamps: Intro: 00:00 Spawners: 00:49 Shameless Cloning: 04:04 Uber Cannibals: 05:46 How to invest in Free Lunch Portfolio?: 09:15 Free Lunch Portfolio Returns Till Date: 09:43 Free Lunch Portfolio CBM Tracker: 11:15 Mohnish Pabrai - Free Lunch Portfolio 2022: http://www.chaiwithpabrai.com/blog/2022-free-lunch-portfolio CBM - Free Lunch Tracker: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing We h...
#82 - We Bought First Stock For 2022 In Our Portfolio (Meta Platforms)
January 21, 2022 12:00 - 31 minutes - 29.2 MB[podcast_subscribe id="111"] Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 This also supports our channel đ Timestamps: Intro: 00:00 Company overview: 01:30 Meta's Mind Map: 10:00 CBM Checklist: 14:00 MOAT score: 16:30 MOAT Numbers: 21:35 Management Score: 22:55 Fair value: 25:00 Final Summary: 29:10 Description: We are investing $12,000 this year in the CBM portfolio and as part of investing, we are analyzing companies from a ...
#81 - WHEN TO SELL A STOCK? Lessons From Howard Marks' Latest Memo
January 18, 2022 12:00 - 12 minutes - 11.4 MB[podcast_subscribe id="111"] Timestamps: Intro: 00:00 Lesson 1: 00:55 Lesson 2: 03:02 Lesson 3: 04:29 Lesson 4: 05:57 Lesson 5: 09:26 Summary: 11:00 Description: Atit and I have learned from Howard Marks. He is the co-founder and co-chairman of Oaktree Capital Management, the largest investor in distressed securities worldwide. In 2020, with a net worth of $2.1 billion. Buffett famously has said, âWhen I see memos from Howard Marks in my mail, they're the first thing I open and re...
#80 - Stock Analysis - Nexstar Media Group | Should we buy Nexstar Media?
January 14, 2022 23:00 - 29 minutes - 27.2 MB[podcast_subscribe id="111"] Timestamp: Intro: 00:00 Company overview: 01:11 Nexstar Business Mental Map: CBM Checklist: 11:51 Meaning Score: 12:30 MOAT score: 13:52 MOAT Numbers: 18:58 Management Score: 20:03 Nexstar valuation: 21:16 Final Summary: 24:53 Description: We are investing $12,000 this year in the CBM portfolio and as part of investing, we are analysing companies from a value play perspective. Â We are using the Buffett pillars to analyse these companies which are Does the compa...
#79 - PE Ratio Explained (CBM Basics)
January 11, 2022 12:00 - 9 minutes - 8.45 MB[podcast_subscribe id="111"] What is a PE Ratio? Itâs one of the most common valuation metrics. The price-to-earnings (P/E) ratio relates a company's share price to its earnings per share. A high P/E ratio could mean that a company's stock is overvalued, or else that investors are expecting high growth rates in the future. Companies that have no earnings or that are losing money do not have a P/E ratio because there is nothing to put in the denominator. How to calculate? Price (price ...
CBM #78 - We Are Investing $12,000 In Stocks - CBM PORTFOLIO 2022 EXPLAINED! $TTWO STOCK ANALYSIS
January 05, 2022 12:00 - 1 hour - 60.9 MB[podcast_subscribe id="111"] Timestamp Anchor: Intro - Happy New Year: 00:00 CBM Portfolio Explained: 02:49 TTWO Analysis: 10:39 You could use our M1 Investment link to sign-up and support us at no extra cost to you- https://m1.finance/4rT5a5LrOAJ2 We are investing in the public and we want you to be part of the journey. In 2022, we will be analysing multiple businesses using our checklist and calculators. If we find a good business, we will be investing our hard-earned money in those...
#78 - We Are Investing $12,000 In Stocks - CBM PORTFOLIO 2022 EXPLAINED! $TTWO STOCK ANALYSIS
January 05, 2022 12:00 - 1 hour - 60.4 MB[podcast_subscribe id="111"] Timestamp Anchor: Intro - Happy New Year: 00:00 CBM Portfolio Explained: 02:49 TTWO Analysis: 10:39 You could use our M1 Investment link to sign-up and support us at no extra cost to you- https://m1.finance/4rT5a5LrOAJ2 We are investing in the public and we want you to be part of the journey. In 2022, we will be analysing multiple businesses using our checklist and calculators. If we find a good business, we will be investing our hard-earned money in those...
#77 - Investing Plan For 2022, Lessons From 2021, And US Economy Macro-Indicators (Dec 2021)
December 22, 2021 12:00 - 27 minutes - 25.2 MB[podcast_subscribe id="111"] Our last episode of the year! 2021 Lessons Learned: Tapan Ideas are plentiful, action is important The best way to become wealthy is to disconnect time from income Impatience with actions, patience with results Consistency trumps motivation Atit Meme Stocks SAGA Concentrated Position FOMO Investing plan for 2022: Tapan More saving via DCA in Index More investing in individual stocks Taking retirement goals more seriously Atit Inflation Buy more...
#76 - 5 Businesses Valued Using Discounted Cash Flow (Copart, Walmart, Micron, IEX, IndiaBulls RE) - DCF Explained!
December 15, 2021 12:00 - 30 minutes - 28.4 MB[podcast_subscribe id="111"] Cold Brew Money DCF Calculator: https://coldbrew.money/dcf-calculator/ Timestamp Episode Start: 02:28 4 Metrics: 4:43 EP: 4:56 PE: 05:19 Discount Future PE: 06:41 Copart Value: 07:01 Walmart Value: Â 18:09 Micron Technology Value: 20:30 IEX Value : 23:15 India Bulls Real Estate Value: 26:52 Metrics to calculate DCF: EPS (Earning Per Share) EPS Growth Rate (10 years) - Discount Rate Future PE The 5 Businesses: 1. Copart: Copart is a global provi...
#75 - Li Luâs Principles On Value Investing
December 10, 2021 12:00 - 21 minutes - 19.9 MB[podcast_subscribe id="111"] In this episode, we will be going over concepts such as Margin of Safety, Mr. Market, and Compounding explained by Li Lu who is a manager at Himalaya Capital an $18.5B Â fund out of which $2.1B is invested in the US markets. More importantly, he is a student of Warren Buffett and Charlie Munger and one of the value investors we follow closely (link to 13F episode). He is hailed as the Chinese Warren Buffett. Hereâs the kicker. If you had invested $1000 with Li Lu i...
#74 - How To Invest Using Your Circle Of Competence?
December 01, 2021 11:36 - 19 minutes - 18.3 MB[podcast_subscribe id="111"] Timestamps: Rant on Omnicron: 00:00 What is the circle of competence?: 04:07 Why should you know about the circle of competence?: 03:58 How to find your circle of competence?: 05:56 Applications of Circle of Competence: 09:10 Summary: 18:10 1. What is the Circle of Competence? 2. Why should you know about the Circle of Competence? 3. How do you find your Circle of Competence? 4. Applications of Circle of Competence in Investing Links: Mental Models - https://col...