[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 businesses and tracking our progress in public.


In this video, we set the requirements for building the CBM Portfolio for 2022 - what businesses we will be looking at, why are we doing this, and how much we will be investing.


We are analysing $TTWO in this episode and we will explain

Take-Two Interactive Company
Products
Expenses
Revenue Sources
Growth and Options Avenues
MOAT, Leverage, and Management Numbers
Valuation

TTWO Investor Presentation - https://taketwointeractivesoftwareinc.gcs-web.com/static-files/4c78aa17-9d91-4405-9efc-428b3b665c06


TTWO Annual Report - https://ir.take2games.com/static-files/d3e6ee76-ffe2-4976-9b7f-6ffdc25870c1


Steady Compounding - https://steadycompounding.com/


Episode with Thomas Chua-   https://coldbrew.money/39-in-conversation-with-thomas-chua-from-steady-compounding-discussing-fundamental-analysis-and-quality-growth-compounders/



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