#82 - We Bought First Stock For 2022 In Our Portfolio (Meta Platforms)

Cold Brew Money

English - January 21, 2022 12:00 - 31 minutes - 29.2 MB
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Previous Episode: #81 - WHEN TO SELL A STOCK? Lessons From Howard Marks' Latest Memo

Next Episode: #83 - Mohnish Pabrai Free Lunch Portfolio - 15 Long Term Stock Picks From Mohnish Pabrai!

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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 value play perspective. We are using the Buffett pillars to analyze these companies which are

Does the company have meaning to us?

Does it have a strong competitive advantage?

Is the management honest and smart?

Is the business selling at a discount?

Today’s company is Meta. We will be going through the company overview, MOAT, management, and valuation for the company.

Keep watching to find out if we will be investing our first $1000 in this business.

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Hosts:

Atit Kothari: https://kothariatit.com/

Tapan Desai: https://tapandesai.com/

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Disclaimer:

The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.

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