#78 - We Are Investing $12,000 In Stocks - CBM PORTFOLIO 2022 EXPLAINED! $TTWO STOCK ANALYSIS

Cold Brew Money

English - January 05, 2022 12:00 - 1 hour - 60.4 MB
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Previous Episode: #77 - Investing Plan For 2022, Lessons From 2021, And US Economy Macro-Indicators (Dec 2021)

Next Episode: #79 - PE Ratio Explained (CBM Basics)

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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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