📝 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 -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio:...

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. -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio:...

📝 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/ -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio:...

⏱ 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 -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio:...

⏱ 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 -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio:...

-------------------------------------------- 📝 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 -------------------------------------------- 🧰 CBM...

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...

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:...

📝 DESCRIPTION: Curious to learn more about stock splits and what should you know about them?  -------------------------------------------- 🧰 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...

[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...

📝 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! -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio:...

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...

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:...

[podcast_subscribe id="111"] 📝 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,...

[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:...

[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:...

[podcast_subscribe id="111"] 📝 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:...

[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.  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...

📝 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:...

[podcast_subscribe id="111"] 📝 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....

[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...

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 -...

[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:  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...

[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...