Cold Brew Money
By Atit Kothari and Tapan Desai
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!
Cold Brew MoneyMay 19, 2022
#120 - STOCKS Smart Money Is Buying NOW!
📝 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
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#119 - Mohnish Pabrai Free Lunch Portfolio Update (CBM August 2022)
Mohnish 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.
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#118 - 10 Mental Models BEFORE you INVEST in a Growth Company
📝 DESCRIPTION:
Bill Gurley’s Mental Models to filter good growth business. Based on the article “All Revenue is Not Created Equal”: https://abovethecrowd.com/2011/05/24/all-revenue-is-not-created-equal-the-keys-to-the-10x-revenue-club/
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#117 - Are We In A Recession? Facebook In Trouble? Portfolio Update!
⏱ 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
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#116 - CBM After Hours - 401K Good or Bad? Nancy Pelosi and Nvidia! The Creator Economy Explained
⏱ 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
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)--------------------------------------------
#115 - The Education of a Value Investor By Guy Spier
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📝 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.
⏱ 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
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)--------------------------------------------
#114 - Did Dunder Mifflin OVERPAY Michael Scott Paper Company?
Let'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! 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 investing in a stock, you need to look at the management.
Michael Scott Paper Company Fair Value: https://docs.google.com/spreadsheets/d/1eZBzoWqBioKzy33dHSo2uyClrdtMEaff0U58B2DjkAc/edit?usp=sharing
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
M1 Finance:
Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
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📝 DESCRIPTION:
We go over Prosus's business model, management, valuation, and more.
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#113 - Is Prosus Still A Buy? | Prosus (PRX.AS, PROSY) Stock Analysis
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
M1 Finance:
Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
--------------------------------------------
📝 DESCRIPTION:
We go over Prosus's business model, management, valuation, and more.
--------------------------------------------
🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#112 - Stock Splits, Explained
Curious to learn more about stock splits and what should you know about them?
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🧰 CBM TOOLBOX: toolbox.coldbrew.money/#/dashboard
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: coldbrew.money/guest/
About Cold Brew Money: coldbrew.money/about/
Cold Brew Money Tools: coldbrew.money/tools/
😎 Hosts:
Atit Kothari: kothariatit.com/
Tapan Desai: tapandesai.com/
Atit Kothari's Newsletter: atitkothari.substack.com/
Tapan Desai's Newsletter: tapandesai.substack.com/
📨 Contact Us:
Twitter: twitter.com/coldbrewmoney
Instagram: www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#111 - Mohnish Pabrai Investing Framework - Dhandho Investor
[podcast_subscribe id="111"]
📝 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 “investors” are buying meme stocks and betting on cryptocurrency, this guy was asking to be patient.
- Focus on buying an existing business
- Buy simple businesses in industries with an ultra-slow rate of change
- Buy distressed businesses in distressed industries
- Buy businesses with a durable competitive advantage – The Moat
- Bet heavily when the odds are overwhelmingly in your favour
- Focus on arbitrage
- Buy businesses at big discounts to their underlying intrinsic value
- Look for low-risk, high-uncertainty business
- It’s better to be a copycat than an innovator
The Dhandho Investor by Mohnish Pabrai: https://www.amazon.co.uk/Dhandho-Investor-Low-Risk-Method-Returns-ebook/dp/B008L042Q4/ref=sr_1_1?crid=2UZF843VY4JA5&keywords=dhandho+investor&qid=1654873371&s=books&sprefix=dhandho+investor%2Cstripbooks%2C1362&sr=1-1
Lessons on Investing by Mohnish Pabrai (Dhandho Summary by Tapan): https://tapandesai.com/lessons-from-mohnish-pabrai/#the-dhandho-framework
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#110 - The 2022 Stock Market Crash, Explained (What Can You Do)
📝 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 what’s going on and what are we doing!
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#109 - University of Berkshire Hathaway (Warren Buffett & Charlie Munger) | Everything You Need To Know About Investing
Tapan 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. 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 business competitive advantage (MOAT): 01:57
How to look for good management: 02:51
Investment categories: 04:27
Investing psychology: 06:00
Useful links:
🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/
About Cold Brew Money: https://coldbrew.money/about/
All Cold Brew Money Episodes: https://coldbrew.money/episodes/
Cold Brew Money Tools: https://coldbrew.money/tools/
Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#108 - COINBASE - BARGAIN or a VALUE TRAP?
We go over Coinbase's business model, management, valuation, and current news. Find out after the 75% decline of Google ($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.
--------------------------------------------
🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dash...
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/...
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrew...
#107 - WARREN BUFFETT Goes On A BUYING SPREE! Warren Buffett Portfolio Update (13F)
📝 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, we will cover all the stocks bought by Warren Buffett in Q1 2022 and give a Berkshire Hathaway Portfolio update.
Useful links:
All Streaming Platforms for Cold Brew Money Podcast: coldbrew.money/links/
About Cold Brew Money: coldbrew.money/about/
All Cold Brew Money Episodes: coldbrew.money/episodes/
Cold Brew Money Tools: coldbrew.money/tools/
Buy Us A Coffee: www.buymeacoffee.com/coldbrewmoney
Hosts:
Atit Kothari: kothariatit.com/
Tapan Desai: tapandesai.com/
Atit’s Newsletter: atitkothari.substack.com/
Tapan’s Newsletter: tapandesai.substack.com/
Contact Us:
Twitter: twitter.com/coldbrewmoney
Instagram: www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#106 - Michael Burry Is Short Apple & Michael Burry Portfolio Update
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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://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/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#105 - Three Stocks Currently Better Than Alibaba
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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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#104 - OUR PORTFOLIO is in TROUBLE - Down 30%!
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📝 DESCRIPTION: CBM Portfolio is down 30%! We are doing a live review for our CBM Portfolio. We are investing $12,000 of our real money in CBM Portfolio this year with the goal of beating the S&P 500 Index in the next 3 to 5 years. In this episode, you will be able to view our portfolio in real-time.
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit
Useful links:
All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/
About Cold Brew Money: https://coldbrew.money/about/
All Cold Brew Money Episodes: https://coldbrew.money/episodes/
Cold Brew Money Tools: https://coldbrew.money/tools/
Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#103 - FAANG Stock Earnings In 8 Minutes!
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We are looking at Facebook ($FB META), Apple ($AAPL), Amazon ($AMZN), Netflix ($NFLX), and Google ($GOOGL Alphabet) earnings for Q1 2022 in under 8 mins. 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. 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. We will go over the FAANG earnings for Q1 2022 and discuss potential opportunities.
⏱ Timestamps: Facebook (META) Earnings: 00:00 Apple Earnings: 02:10 Amazon Earnings: 03:31 Netflix Earnings: 04:58 Google (Alphabet) Earnings: 07:00
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#102 - Google A Buy Now?
📝 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.
--------------------------------------------
🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⏱ TIMESTAMPS:
00:00 - Business
01:37 - Management
02:02 - Risks
03:01 - Growth
04:36 - Checklist
05:32 - Valuation
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#101 - Problems With Chasing Dividend Yields
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📝 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. #dividendyield #dividendstrategy #dividendinvesting
--------------------------------------------
🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 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
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links: Become A Guest: https://coldbrew.money/guest/ About Cold Brew Money: https://coldbrew.money/about/ Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/
🚫 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. 🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#100 - Nine Steps To Achieve Financial Independence
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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 Operations would have helped us a lot to build wealth.
The Financial Order of Operations is somewhat similar to Dave Ramsey's 7 Baby Steps but different in its own regard.
The Money Guy is a great channel and we learn a lot from them. If you like our video on the Financial Order of Operations, you will also like their channel: https://www.youtube.com/c/MoneyGuyShow
The Financial Order of Operations: https://www.moneyguy.com/wp-content/uploads/2020/09/FOO-deliverable-4.pdf
Reddit Post Explaining each step of the Financial Order of Operations: https://www.reddit.com/r/MiddleClassFinance/comments/e54otb/financial_goals_the_financial_order_of_operations/
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#99 - We cloned Mohnish Pabrai and bought this stock | Prosus (Prx.as, Prosy) stock analysis
M1 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
04:36 - Checklist
05:32 - 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://coldbrew.money/tools/
Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#98 - Mohnish Pabrai Stock Portfolio (2022)
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M1 Finance:
Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
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F1 FanFiction: 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 Pabrai’s Stock Portfolio in 2022. In this video, we will cover all stocks that Mohnish Pabrai owns in his portfolio in 2022 in the USA, India, Turkey, Japan, Korea, and the Rest of the World.
We will also cover what Mohnish Pabrai did with his stocks in Alibaba and how did Mohnish Pabrai invest in Tencent from Prosus. Mohnish Pabrai also owns a lot of stock in India such as Rain, Edelweiss, and Sunteck Realty which we analyse in this episode. We also talk about Mohnish Pabrai’s investment in Turkey and why he loves the company.
#MohnishPabrai #MohnishPabraiPortfolio #MohnishPabraiStocks
Timestamps:
Intro: 00:00
US Stocks: 00:38
India Stocks: 02:45
Rest of World: 07:28
CBM Toolbox: 12:44
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#97 - Should You BUY DISNEY Stock? | $DIS STOCK ANALYSIS
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Links: Mindmap: https://whimsical.com/disney-4SqWnvxx5C8G8Cs6ETUHBR
CBM Toolbox Analysis: http://toolbox.coldbrew.money#/dashboard?symbol=DIS&c1=y&c2=y&c3=y&mo1=3&mo2=3&mo3=0&mo4=0&mo5=0&mo6=2&m1=y&m2=y&m3=y
Description: We are analysing the Disney ($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 the fair value or intrinsic value for the Disney Stock to determine how much you should pay for the Disney stock? Based on the results we will tell if you should add the Disney stock to your portfolio?
Timestamp:
Disney Business Mindmap: 00:00
Management Mindmap: 01:37
Risks: 02:30
Growth Avenues: 03:43
Disney Stock Analysis: 04:36
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#96 - Why Elon Musk Bought Twitter!? | TWITTER ($TWTR) STOCK ANALYSIS
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M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
CBM Toolbox: http://toolbox.coldbrew.money#/dashboard?symbol=TWTR&c1=y&c2=y&mo1=0&mo2=0&mo3=0&mo4=3&mo5=0&mo6=1&m1=y
Elon Musk bought a stake in Twitter. We wanted to discuss what could be the potential reason and use the CBM toolbox to analyse if Twitter stock is currently bought, hold, or sell.
Elon Musk has bought 9.2% stake in Twitter which is making waves in the investor world. We discuss the two potential reasons for this
- Economic Gain
- Better Product
We also look at Twitter ($TWTR) and analyse the business, competition, growth opportunities, and risks to determine if you should buy Twitter stock. We will also calculate the fair value or intrinsic value for Twitter to see if Twitter is overvalued or undervalued and if you should be buying Twitter?
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#95 - How To Find Good Stocks Using A Screener? | Beginner Indian Screener.in
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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 basic screener to find stocks that are good to buy and add to your watch list.
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#94 - INTEL ($INTC) A GOOD BUY? (2022)
M1 Finance:
Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
Timestamps:
Intro: 00:00
Business Model: 00:16
CBM Checklist: 03:57
Fair Value: 07:42
Verdict: 09:34
In this episode, we are deep-diving into Intel and determining if it is currently a value play based on the recovering covid market and recent inflation OR it’s overpriced! Today we are looking at Intel’s business model, growth avenue, and finally, calculating the fair price.
Business Model Components:
There are 5 big components to any company
- Core business
- Management
- Growth avenues
- Risks the company is facing
- The financial health of the company
We are also filling out the checklist for Intel ($INTC) and checking the fair value using CBM Toolbox.
#93 - Stock Market Chaos: Here’s What We Are Doing…
In 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. In this video, we are compiling those 5 lessons on what to do during a recession or market crash.
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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
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Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
—----------------------
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#92 - Lessons From WARREN BUFFETT Shareholder Letter
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Links:
Shareholder Letter: https://www.berkshirehathaway.com/letters/2021ltr.pdf
We went through 11 pages of this year’s shareholder letter from Warren Buffett. Today we’ll 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 gone through the Warren Buffett Shareholder Letter archives to understand his value investing thesis.
In today's episode, we will cover
1. 4 Business Giants in Warren Buffett's Portfolio
2. 3 Things Berkshire Hathaway is doing to increase value for shareholders
3. 2 Lessons for University Students
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#91 - FIRE (Financial Independence, Retire Early) As An Indian Immigrant Couple In The US
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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 today’s episode who is an Associate at Goldman Sachs in the Compliance department. We talk about Financial Independence, Retire Early (FIRE) movement - what is it, how to plan, and execute. Parth is an Indian immigrant with his wife and provides a lot of insights on how to plan your personal finance as a couple in the US!
Please note, Parth (or CBM) are not financial advisors. This is only a discussion on the strategy currently deployed by Parth.
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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. You agree to verify all information yourself before investing or consulting a financial advisor.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#90 - Charlie Munger On Investing During High Inflation!
Inflation has been the highest in the last 40 years at the rate of 7.5%. So let’s 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://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/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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 is 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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#89 - Warren Buffet buys Activision Blizzard($ATVI)?!?
We 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://coldbrew.money/tools/
Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#88 - MAGIC FORMULA INVESTING STRATEGY FOR BEGINNERS
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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/
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 simple and easy-to-understand method for value investing.
A backtest of market performance between 2003 and 2015 found that the magic formula strategy had annualized returns of 11.4%, compared with 8.7% from the S&P500.
Put simply, it works by ranking stocks based on their price and returns on capital.
Developed by Joel Greenblatt—an investor, hedge fund manager, and business professor—the formula applies to large-cap stocks. He has provided a lot more detail in the book “The Little Book That Beats The Market”
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#87 - Home Depot ($HD) Stock Analysis
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 it’s overpriced! Today we are looking at Home Depot’s business model, growth avenue, and finally, calculating the fair price.
Useful links:
All Streaming Platforms for Cold Brew Money Podcast: coldbrew.money/links/
About Cold Brew Money: coldbrew.money/about/
All Cold Brew Money Episodes: coldbrew.money/episodes/
Cold Brew Money Tools: coldbrew.money/tools/
Buy Us A Coffee: www.buymeacoffee.com/coldbrewmoney
Hosts:
Atit Kothari: kothariatit.com/
Tapan Desai: tapandesai.com/
Atit’s Newsletter: atitkothari.substack.com/
Tapan’s Newsletter: tapandesai.substack.com/
Contact Us:
Twitter: twitter.com/coldbrewmoney
Instagram: www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#86 - Is Meta ($FB) Dead?
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.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#85 - What Are MOATS & How To Find Them?
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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 let’s 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/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/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’s Newsletter: https://tapandesai.substack.com/
Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
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.
Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
#84 - Is Chipotle ($CMG) A Buy In 2022?
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 you’re 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 affiliate link to sign-up and get a $50 bonus at no extra cost to you. The link is in the description.
Chipotle Checklist: docs.google.com/spreadsheets/d/1ufb7kRngUECOm9j9RSySCcFK0osYw5bNJfSb1bS0GXY/edit#gid=1014591112
Chipotle SWOT: bstrategyhub.com/chipotles-swot-analysis/
Useful links:
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