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Cold Brew Money

Cold Brew Money

By Atit Kothari and Tapan Desai
We talk about money because your friends and family won't.

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!
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#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 -------------------------------------------- 🧰 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)
05:24
September 02, 2022
#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. -------------------------------------------- 🧰 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)
04:48
August 12, 2022
#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/ -------------------------------------------- 🧰 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)
06:41
August 05, 2022
#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 -------------------------------------------- 🧰 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)
19:33
August 02, 2022
#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 -------------------------------------------- 🧰 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)--------------------------------------------
24:17
July 24, 2022
#115 - The Education of a Value Investor By Guy Spier
-------------------------------------------- 📝 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 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)--------------------------------------------
07:44
July 21, 2022
#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 -------------------------------------------- 📝 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)
10:02
July 14, 2022
#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)
04:56
June 14, 2022
#112 - Stock Splits, Explained
📝 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 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)
02:23
June 11, 2022
#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 -------------------------------------------- 🧰 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)
08:42
June 10, 2022
#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! -------------------------------------------- 🧰 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)
04:32
June 02, 2022
#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 $50 bonus: https://m1.finance/4rT5a5LrOAJ2    ☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ Cold Brew Money Tools: https://coldbrew.money/tools/ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit’s Newsletter: https://atitkothari.substack.com/ Tapan’s Newsletter: https://tapandesai.substack.com/ Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
07:28
May 27, 2022
#108 - COINBASE - BARGAIN or a VALUE TRAP?
We go over Coinbase's business model, management, valuation, and current news. Find out after the 75% decline of Google ($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...
05:37
May 25, 2022
#107 - WARREN BUFFETT Goes On A BUYING SPREE! Warren Buffett Portfolio Update (13F)
[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, 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: 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)
04:48
May 19, 2022
#106 - Michael Burry Is Short Apple & Michael Burry Portfolio Update
[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: 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)
04:02
May 17, 2022
#105 - Three Stocks Currently Better Than Alibaba
[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: 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)
04:42
May 12, 2022
#104 - OUR PORTFOLIO is in TROUBLE - Down 30%!
[podcast_subscribe id="111"] 📝 DESCRIPTION: CBM Portfolio is down  30%! We are doing a live review for our CBM Portfolio. We are investing $12,000 of our real money in CBM Portfolio this year with the goal of beating the S&P 500 Index in the next 3 to 5 years. In this episode, you will be able to view our portfolio in real-time.   📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit  Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ Cold Brew Money Tools: https://coldbrew.money/tools/ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit’s Newsletter: https://atitkothari.substack.com/ Tapan’s Newsletter: https://tapandesai.substack.com/ Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
05:06
May 07, 2022
#103 - FAANG Stock Earnings In 8 Minutes!
[podcast_subscribe id="111"] We are looking at Facebook ($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 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)
08:47
May 02, 2022
#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)
07:28
April 29, 2022
#101 - Problems With Chasing Dividend Yields
[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. #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)
05:36
April 29, 2022
#100 - Nine Steps To Achieve Financial Independence
[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 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)
06:22
April 23, 2022
#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)
08:38
April 19, 2022
#98 - Mohnish Pabrai Stock Portfolio (2022)
[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 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)
13:20
April 15, 2022
#97 - Should You BUY DISNEY Stock? | $DIS STOCK ANALYSIS
[podcast_subscribe id="111"] Links: Mindmap: https://whimsical.com/disney-4SqWnvxx5C8G8Cs6ETUHBR  CBM Toolbox Analysis: http://toolbox.coldbrew.money#/dashboard?symbol=DIS&c1=y&c2=y&c3=y&mo1=3&mo2=3&mo3=0&mo4=0&mo5=0&mo6=2&m1=y&m2=y&m3=y   Description: We are analysing the Disney ($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 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)
13:06
April 11, 2022
#96 - Why Elon Musk Bought Twitter!? | TWITTER ($TWTR) STOCK ANALYSIS
[podcast_subscribe id="111"] 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)
16:28
April 07, 2022
#95 - How To Find Good Stocks Using A Screener? | Beginner Indian Screener.in
[podcast_subscribe id="111"] 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)
05:45
April 04, 2022
#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.
10:25
March 25, 2022
#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. ---------------------- 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)
05:23
March 11, 2022
#92 - Lessons From WARREN BUFFETT Shareholder Letter
[podcast_subscribe id="111"] 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)
08:08
March 01, 2022
#91 - FIRE (Financial Independence, Retire Early) As An Indian Immigrant Couple In The US
[podcast_subscribe id="111"] 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)
18:34
February 23, 2022
#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)
05:59
February 20, 2022
#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)
06:11
February 16, 2022
#88 - MAGIC FORMULA INVESTING STRATEGY FOR BEGINNERS
[podcast_subscribe id="111"] 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)
06:53
February 12, 2022
#87 - Home Depot ($HD) Stock Analysis
[podcast_subscribe id="111"] 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: 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)
11:17
February 08, 2022
#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)
07:44
February 04, 2022
#85 - What Are MOATS & How To Find Them?
[podcast_subscribe id="111"] 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)
09:20
February 01, 2022
#84 - Is Chipotle ($CMG) A Buy In 2022?
[podcast_subscribe id="111"] 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: https://docs.google.com/spreadsheets/d/1ufb7kRngUECOm9j9RSySCcFK0osYw5bNJfSb1bS0GXY/edit#gid=1014591112 Chipotle SWOT: https://bstrategyhub.com/chipotles-swot-analysis/ 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.
25:09
January 28, 2022
#83 - Mohnish Pabrai Free Lunch Portfolio - 15 Long Term Stock Picks From Mohnish Pabrai!
[podcast_subscribe id="111"] Timestamps: Intro: 00:00 Spawners: 00:49 Shameless Cloning: 04:04 Uber Cannibals: 05:46 How to invest in Free Lunch Portfolio?: 09:15 Free Lunch Portfolio Returns Till Date: 09:43 Free Lunch Portfolio CBM Tracker: 11:15 Mohnish Pabrai - Free Lunch Portfolio 2022: http://www.chaiwithpabrai.com/blog/2022-free-lunch-portfolio CBM - Free Lunch Tracker: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing We have learned a lot from Mohnish Pabrai (episode link) and Dhandho Investor is one of our favourite books. Mr. Pabrai has a free lunch portfolio in which he provides stocks updates on an annual basis. What is a free lunch portfolio? You are getting stock picks from a super investor FOR FREE! His goal with the Free Lunch is to provide a list of buy and hold 15 compounders for long stretches of time, giving them plenty of room to ride. It’s a 'set it and forget it' type of portfolio. There are three categories:  1. Spawners 2. Shameless Cloners 3. Uber Cannibals 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
12:51
January 25, 2022
#82 - We Bought First Stock For 2022 In Our Portfolio (Meta Platforms)
[podcast_subscribe id="111"] Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 This also supports our channel 😀 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. 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.
31:34
January 21, 2022
#81 - WHEN TO SELL A STOCK? Lessons From Howard Marks' Latest Memo
[podcast_subscribe id="111"] Timestamps: Intro: 00:00 Lesson 1: 00:55 Lesson 2: 03:02 Lesson 3: 04:29 Lesson 4: 05:57 Lesson 5: 09:26 Summary: 11:00 Description: Atit and I have learned from Howard Marks. He is the co-founder and co-chairman of Oaktree Capital Management, the largest investor in distressed securities worldwide. In 2020, with a net worth of $2.1 billion. Buffett famously has said, “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.” So today, we are discussing Howard Mark’s latest memo where he talks about when to sell an investment. Howard Marks memo: https://www.oaktreecapital.com/insights/memo/selling-out Inspiration for the episode: https://twitter.com/josephcwells/status/1482749182674976771 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.
12:16
January 18, 2022
#80 - Stock Analysis - Nexstar Media Group | Should we buy Nexstar Media?
[podcast_subscribe id="111"] Timestamp: Intro: 00:00 Company overview: 01:11 Nexstar Business Mental Map: CBM Checklist: 11:51 Meaning Score: 12:30 MOAT score: 13:52 MOAT Numbers: 18:58 Management Score: 20:03 Nexstar valuation: 21:16 Final Summary: 24:53 Description: We are investing $12,000 this year in the CBM portfolio and as part of investing, we are analysing companies from a value play perspective.  We are using the Buffett pillars to analyse 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 Nexstar Media Group which is a 6.3B television broadcasting and digital media company in the US. We will be going through the company overview, MOAT, management, and valuation for the company. 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.
29:24
January 14, 2022
#79 - PE Ratio Explained (CBM Basics)
[podcast_subscribe id="111"] What is a PE Ratio? It’s one of the most common valuation metrics. The price-to-earnings (P/E) ratio relates a company's share price to its earnings per share. A high P/E ratio could mean that a company's stock is overvalued, or else that investors are expecting high growth rates in the future. Companies that have no earnings or that are losing money do not have a P/E ratio because there is nothing to put in the denominator. How to calculate? Price (price of stock or market cap) / Earnings per share (net income ttm / outstanding shares) When to use it? As you can see, PE ratio only shows data for a year (TTM). It doesn’t give you the full picture. It’s a great way to compare businesses in the same industry and how they performed in the year. The other way to use PE is to compare it against the S&P standard. The standard S&P PE has been 15. Considering risk factors, analysts usually consider 20 to be a good PE ratio. If your business has a PE below 20, it is good. 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.
09:08
January 11, 2022
#78 - We Are Investing $12,000 In Stocks - CBM PORTFOLIO 2022 EXPLAINED! $TTWO STOCK ANALYSIS
[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/
01:05:17
January 05, 2022
#77 - Investing Plan For 2022, Lessons From 2021, And US Economy Macro-Indicators (Dec 2021)
[podcast_subscribe id="111"] Our last episode of the year! 2021 Lessons Learned: Tapan Ideas are plentiful, action is important The best way to become wealthy is to disconnect time from income Impatience with actions, patience with results Consistency trumps motivation Atit Meme Stocks SAGA Concentrated Position FOMO Investing plan for 2022: Tapan More saving via DCA in Index More investing in individual stocks Taking retirement goals more seriously Atit Inflation Buy more real asset Interest rates Keep buying quality companies in the US and Indian markets Explore operating businesses (online/offline) CBM Plan More investment tools for everyone to use Better quality YT videos and content CBM Portfolio - investing $1000 per month 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.
27:12
December 22, 2021
#76 - 5 Businesses Valued Using Discounted Cash Flow (Copart, Walmart, Micron, IEX, IndiaBulls RE) - DCF Explained!
[podcast_subscribe id="111"] Cold Brew Money DCF Calculator: https://coldbrew.money/dcf-calculator/ Timestamp Episode Start: 02:28 4 Metrics: 4:43 EP: 4:56 PE: 05:19 Discount Future PE: 06:41 Copart Value: 07:01 Walmart Value:  18:09 Micron Technology Value: 20:30 IEX Value : 23:15 India Bulls Real Estate Value: 26:52 Metrics to calculate DCF: EPS (Earning Per Share) EPS Growth Rate (10 years) - Discount Rate Future PE The 5 Businesses: 1. Copart: Copart is a global provider of online vehicle auction and remarketing services to automotive resellers 2. Walmart (5Y Avg EPS: 4, 5Y Avg PE: 28) 3. Micron: computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives.  (5Y Avg EPS: 5.85, 5Y Avg PE: 10, Growth: 40%) 4. IEX: is an Indian electronic system based power trading exchange regulated by the Central Electricity Regulatory Commission (CERC). The main activity of the company is to provide an automated platform and infrastructure for carrying out trading in electricity units for physical delivery of electricity (5Y Avg EPS: 1.8, 5Y Median PE: 32) 5. IB Real Estate: mainly focuses on the construction and development of residential, commercial and SEZ projects across the Indian metro cities. (5Y Avg EPS: 66.6, 5Y Median PE: 9) 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.
30:43
December 15, 2021
#75 - Li Lu’s Principles On Value Investing
[podcast_subscribe id="111"] In this episode, we will be going over concepts such as Margin of Safety, Mr. Market, and Compounding explained by Li Lu who is a manager at Himalaya Capital an $18.5B  fund out of which $2.1B is invested in the US markets. More importantly, he is a student of Warren Buffett and Charlie Munger and one of the value investors we follow closely (link to 13F episode). He is hailed as the Chinese Warren Buffett. Here’s the kicker. If you had invested $1000 with Li Lu in 1997, the total return as of today would have been $321,000 compared to $6,600 in S&P. So when he talks about value investing, we have to listen to him and today, we are going to do the same.. Who is Li Lu? Li Lu was born in China but had to flee the country as he was one of the protestors in the 1989 Tiananmen Square protests. He fled to the US via France got a scholarship in Columbia. He got 3 degrees - economics, physics, and business. He didn’t speak English, so learned that too. 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.
21:28
December 10, 2021
#74 - How To Invest Using Your Circle Of Competence?
[podcast_subscribe id="111"] Timestamps: Rant on Omnicron: 00:00 What is the circle of competence?: 04:07 Why should you know about the circle of competence?: 03:58 How to find your circle of competence?: 05:56 Applications of Circle of Competence: 09:10 Summary: 18:10 1. What is the Circle of Competence? 2. Why should you know about the Circle of Competence? 3. How do you find your Circle of Competence? 4. Applications of Circle of Competence in Investing Links: Mental Models - https://coldbrew.money/16-lets-talk-about-mental-models Buffett CoC Reaction - https://coldbrew.money/58-best-investment-advice-ever-ft-warren-buffett/ FinViz Map - https://finviz.com/map.ashx 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.
19:49
December 01, 2021
#73 - Warren Buffett, Charlie Munger, Michael Burry, And Mohnish Pabrai Are Buying These Stocks!? Super Investors 13F Filings For Q3 2021!
[podcast_subscribe id="111"] Episode Start: 03:07 US (source: https://dataroma.com ) India (source: https://trendlyne.com/portfolio/superstar-shareholders/index/ ) Previous Episodes: Q1 2021: https://coldbrew.money/47-what-are-the-billionaires-and-guru-investors-buying/ Q2 2021: https://coldbrew.money/60-what-are-the-superinvestors-buying-in-q2-2021-u-s-a-india/ 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.
25:33
November 24, 2021
#72 - Five Lessons From The Psychology Of Money By Morgan Housel | Book Summary
[podcast_subscribe id="111"] Episode Start - 04:16 Morgan Housel - Morgan Housel is a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal Lessons: 1. Freedom 2. Getting Wealthy vs. Staying Wealthy 3. Wealth is what you don't see 4. Confounding, Compounding 5. It's a different game 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.
24:35
November 17, 2021
#71 - How Much Money Do I Need For Retirement? Fireside Chat On Elon Musk Selling $TSLA Stocks & Web 3.0
[podcast_subscribe id="111"] Timestamps: 00:00 - Happy Diwali! 01:07 - Elon Musk’s poll for selling $TSLA and solving world hunger with $6 Billion 03:03 - Discussion on Web 3.0 and decentralised banking 10:34 - How much money do you need to retire? Twitter Thread by 10-K Diver on the topic: https://twitter.com/10kdiver/status/1363230660479967232?s=20 Article on Financial Freedom: https://www.lynalden.com/financial-freedom/ Summary: Key idea 1: Set a financial independence goal. For example, "to amass a $2.5M portfolio in the next 20 years" You can arrive at this goal by making reasonable assumptions about expenses, inflation, withdrawal rates, etc. Key idea 2: Figure out what combinations of Saving (S) and Investing (I) will get you from your current state to your goal. Key idea 3: Periodically track your progress towards the goal. From time to time, you may need to modify the goal itself. After all, deciding on the goal is not an exact science. And a large part of it is based on personal preferences and circumstances, which can change over time. 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.
33:02
November 09, 2021
#70 - Ray Dalio's Framework to Hedge For Inflation
In this episode we discuss: What is Inflation? What Causes Inflation? How inflation is measured Hyperinflation Strategies to use during high inflation [podcast_subscribe id="111"] Timestamps: 00:00 - Introduction 01:00 - What is Inflation? 05:00 - How is Inflation measured? 08:00 - Reasons for Inflation 10:00 - Average Inflation 11:30 - Hyperinflation 15:00 - Hedging against Inflation 22:15 - Conclusion Resources: https://www.investopedia.com/terms/i/inflation.asp http://www.econpi.com/ 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. ----------------
24:53
November 03, 2021
#69 - Book Summary: Coffee Can Investing Formula
Timestamps 00:00 - Introduction 3:55 - Coffee Can Investing 8:30 - Philosophy 12:55 - Expenses 16:00 - Coffe Can Formula 20:30 - Sales Growth 22:00 - Return on Capital Employed 25:45 - Summary 27:00 - Putting it into Practice 29:00 - Coffe Can Companies Notes: Kirby, in a note written in 1984,5 narrated an incident involving his client’s husband. The gentleman had purchased stocks recommended by Kirby in denominations of US$5000 each but, unlike Kirby, did not sell anything from the portfolio. This process (of buying when Kirby bought but not selling thereafter) led to enormous wealth creation for the client over a period of about ten years. The wealth creation was mainly on account of one position transforming to a jumbo holding worth over US$8,00,000 which came from ‘a zillion shares of Xerox’. Impressed by this approach of ‘buy and forget’, Kirby coined the term ‘Coffee Can Portfolio’, a term in which the ‘coffee can’ harks back to the Wild West, when Americans, before the widespread advent of banks, saved their valuables in a coffee can and kept it under a mattress. The Coffee Can Portfolio: Robust returns with a low degree of uncertainty Saurabh Mukherjee: Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Current portfolio INR 5700 crores in Feb 2021. 5 Key Take-Aways: Philosophy:  There is an overwhelming dominance of physical investments like gold and real estate in most Indian households’ portfolios. 88 percent of an Indian investor’s wealth is in gold and real estate, a dominance not seen in any other large economy of the world. Unlike the stock markets in some developed countries, the Indian stock market has very few great companies that sustain leadership over long periods of time. Coffee Can Portfolio using a simple construct: we use straightforward investment filters to identify ten to twenty-five high-quality stocks and then leave the portfolio untouched for a decade. Expenses: Transaction fees: Also called brokerage, it is the fee you end up paying every time you enter a transaction. Annual fees: This is more typical of funds (like mutual funds and PMS) wherein the fund manager charges an annual fee which can actually be paid on a monthly or quarterly basis as well. Hidden fees: In insurance products and structured products, it is not easy for investors to understand exactly what fees are being charged. In structured products,2 for example, the investor could be given a formula for the return on his principal but that is really the net return in his hands. Coffe Can Formula Sales Growth in double digits Return on Capital Employed Resources: GDP and other macro indicators: https://coldbrew.money/28-macro-indicators/ https://www.reading.guru/coffee-can-investing-by-saurabh-mukherjea/ https://www.moneylife.in/article/the-buy-and-forget-of-coffee-can-portfolio-forget-it/53221.html [podcast_subscribe id="111"]
31:24
October 26, 2021
#68 - Ten Investing & Personal Finance Books That Everyone Should Read!
[podcast_subscribe id="111"] Timestamps Rant on the weather (oops): 00:00 Category - Personal Finance: 3:15 - Total Money Makeover or I Will Teach You To Be Rich: 3:29 - Money: Master The Game: 06:05 - Automatic Millionaire: 8:44 Category - Investing Philosophy: 10:02 - Dhandho Investor: 10:15 - Richer Wiser Happier: 12:52 - Psychology of Money: 15:31 Category - Investing, Valuing Business: 17:14 - Rule #1 Investing:  17:30 - Coffee Can Investing: 19:15 Category - Investing (Advanced): 22:10 - Bogleheads Guide to Investing: 23:37 - Intelligent Investor: 24:50 Honorary Mentions: 26:15 Summary: 29:37 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.
31:21
October 18, 2021
#67 - Things To Consider When Buying Your First Car, $BABA, & Cryptocurrency Rally
[podcast_subscribe id="111"] In this episode we discuss, how do you buy a car in the US and discuss the following When should you consider buying a car? Make, model, trim? MSRP vs. Out of the door cost? Insurance? Best resources to research Timestamps TV show rant: 00:00 Alibaba: 01:16 Bitcoin Discussion: 03:13 Buying a car in the US: 06:10 Should you even buy a car: 07:37 Type of car: 11:07 Deciding on the brand (value, luxury): 14:07 Make, Model, Trim, Year: 18:43 Used vs. New: 20:18 Factors to consider: 21:49 Resources: 22:02 Leasing vs. Buying: 25:13 MSRP vs. OTD: 27:16 Insurance: 29:27 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.
34:34
October 12, 2021
#66 - The U.S. Debt Ceiling Explained & Discussion On Unrealized Capital Gains Tax
[podcast_subscribe id="111"] Debt Ceiling: US Government Income, Expenses, and Deficit Explained Debt Ceiling Explained What does it mean for investors? Uncertainty Warren Buffett’s Take On Debt Ceiling: At Berkshire Hathaway’s annual shareholder’s meeting in 2011, billionaire investor Warren Buffett was asked what he thought about the contentious negotiations happening in Congress over whether or not to raise the debt ceiling. His response: failing to raise the debt ceiling would be a massive mistake. “It would probably be the most asinine act that Congress has ever performed,” Buffett said. In fact, “having a debt ceiling to start with is a mistake.” Newsroom clip: https://www.youtube.com/watch?v=Gj5-G01iRyk #41 - US Debt & Modern Monetary Theory: https://coldbrew.money/41-us-debt-and-the-modern-monetary-theory/ Warren Buffett on Debt Ceiling: https://buffett.cnbc.com/video/2011/04/30/buffett-not-raising-the-debt-ceiling-would-be-asinine.html #15 - Divraj Singh episode: https://coldbrew.money/15-in-conversation-with-divraj-singh-pannu-an-equity-research-analyst-about-intraday-and-long-term-investing/ Timestamps Tapan’s trip to Edinburgh: 00:00 Atit’s Car Discussion: 03:35 What is  Debt Ceiling (Income, Expenses, Deficit, Treasury Explained): 05:45 What does the Government need to do?: 11:39 Capital Gains Tax Discussion: 18:20 Summary of the episode: 22:53 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.
25:18
October 04, 2021
#65 - Six Lessons On Investing From John Templeton And Fireside Chat On Inflation
Description: [podcast_subscribe id="111"] John Templeton was an American-British investor, banker, fund manager, and philanthropist. He created the Templeton Growth Fund which averaged 15% for 38 years. He was alive from 1912-2008 and a student of Ben Graham. He pioneered investing globally diversified mutual funds. In 2005, he wrote a brief memorandum predicting that within five years there would be financial chaos in the world Lessons: First of all, said Templeton, beware of emotion: “Most people get led astray by emotions in investing. They get led astray by being excessively careless and optimistic when they have big profits, and by getting excessively pessimistic and too cautious when they have big losses.” Second, said Templeton, beware of your own ignorance, which is “probably an even bigger problem than emotion.… So many people buy something with the tiniest amount of information. They don’t really understand what it is that they’re buying.” Third said Templeton, you should diversify broadly to protect yourself from your own fallibility. CBM Episode on Index Funds: https://coldbrew.money/25-how-to-build-a-passive-portfolio/ Fourth, said Templeton, successful investing requires patience. Fifth, said Templeton, the best way to find bargains is to study whichever assets have performed most dismally in the past five years, then to assess whether the cause of those woes is temporary or permanent. Sixth said Templeton, “One of the most important things as an investor is not to chase fads.” CBM Episode on Mental Models (Lindy Effect): https://coldbrew.money/17-more-mental-models/ Fireside Chat: Meditation rant: 00:25 England and Scotland Rant: 02:40 Michael Burry’s Inflation Tweet: 04:00 Atit bought a car!: 05:00 Templeton’s Rule (Main Content): 09:00 About John Templeton:  09:30 #1 Beware of Emotion: 12:35 #2 Beware of your own ignorance:  18:01 #3 Diversify broadly: 22:02 #4 Be patient: 24:32 #5 Find bargains by understanding the business: 26:05 #6 Don’t chase fads: 32:57 Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ 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.
32:56
September 27, 2021
#64 - Things You Need To Know Before Becoming A First Time Homeowner Ft. Jinesh Mehta
Description: [podcast_subscribe id="111"] Previous Episode - How To Buy A House: https://coldbrew.money/7-how-to-buy-a-house/ We talk to Jinesh Mehta who is a first-time homeowner for the past year. We did an episode with Jinesh when had just bought the house in the US around a year ago which is linked above. After one year of owning a house, we discuss with him what are the lessons learned and things that a first-time new homeowner should know. We talk about Maintaining a house Additional finances required for maintaining a house Emergency Funds as a new homeowner Insurance, loans, and refinancing as a first-time homeowner Some pros, some cons of being a homeowner Jinesh on LinkedIn: https://www.linkedin.com/in/mehtajinesh/ Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ Cold Brew Money Newsletter: https://coldbrew.money/newsletter/ 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/ Cold Brew Money Resources: https://coldbrew.money/repository/ 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.
45:21
September 20, 2021
#63 - Ten Personal Finance Rules That Everyone Should Know
Notes: [podcast_subscribe id="111"] In this episode, we discuss ten personal finance rules that everyone should know. 1) Rule of 72 No. of yrs required to double your money at a given rate, divide 72 by interest rate 2) Rule of 70 Divide 70 by the current inflation rate to know how fast the value of your investment will get reduced to half its present value. 3) 4% Rule for Financial Freedom Corpus Reqd = 25 times of your estimated Annual Expenses CBM Episode on Retiring: https://coldbrew.money/34-how-much-you-need-to-retire-%f0%9f%a4%94/ 4) 100 minus your age rule This rule is used for asset allocation. Subtract your age from 100 to find out, how much of your portfolio should be allocated to equities. CBM Episode on automating finances: https://coldbrew.money/4-automating-your-finances/ 5) 10-5-3 Rule One should have reasonable returns expectations post taxes 10% Rate of return - Equity/Mutual Funds 5%- Debts ( Fixed Deposits or Other Debt instruments) 3% - Savings Account 6) 50-30-20 Rule - about the allocation of income to expense Divide your income into 50%- Needs, 30%- Wants, 20%- Savings CBM Episode on 50-30-20 Rule: https://coldbrew.money/3-budgeting/ 7) 3X Emergency Rule Always put at least 3 times your monthly income in Emergency funds for emergencies such as loss of employment, medical emergency, etc. 8) 40% EMI Rule Never go beyond 40% of your income into EMIs. 9) Life Insurance Rule Always have Sum Assured as 20 times of your Annual Income. 20 X Annual Income 10) Rule for gold investment Half of your age, allocate that much percent of your net wealth into gold. Prerak Sheth’s Profile: https://www.linkedin.com/in/preraksheth/ Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ Cold Brew Money Newsletter: https://coldbrew.money/newsletter/ 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/ Cold Brew Money Resources: https://coldbrew.money/repository/ Buy Us A Coffee: https://www.buymeacoffee.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.
45:48
September 13, 2021
#62 - 5 Misconception For Beginner Investors
[podcast_subscribe id="111"] Misconception 1: Lower priced stocks go up faster than higher-priced stocks (penny stock vs. Amazon/BRK.A/MRF) Stock trading for $3 can double to $6 faster than a stock trading at $1000 to $2000. Example: Ford Oct 2016: $11.74 Sept 2021: $12.89 BRK.A Oct 2016: $215k Sept 2021: $424k Misconception 2: Stock Splits means the stock will go up because the price per share is now lower. You don’t get free shares for stock splits. So quantity increases, but the price also goes down. Misconception 3: IPOs always go up. Misconception  4: Looking at the stock price and not the market cap. TCS price is Rs. 3800, but the market cap is 14 Lacs Crore MRF price is Rs. 82,000, but the market  cap is 35,000 Crore MRF is not bigger than TCS. Misconception 5: Mutual Funds and Individual stocks are different asset classes. Bonus: Stock is expensive because the share price is high. Jaguar Health at $1.16 is more expensive than Shopify at $1500 because we have to look at the underlying fundamentals of the business and not just the stock price. Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ Cold Brew Money Newsletter: https://coldbrew.money/newsletter/ 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/ Cold Brew Money Resources: https://coldbrew.money/repository/ 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. ----------------
23:50
September 06, 2021
#61 - How to Value a Stock? Analyzing if Alibaba Is a Good Buy!
Description: [podcast_subscribe id="111"] In this episode, we will show a method to value stocks. We will be valuing Alibaba’s stock, doing an Alibaba stock analysis,  and what should be the fair value of Alibaba. Using Alibaba’s stock as a case study, we wanted to walk through how you value a stock or a business to find it’s intrinsic value (or fair value or sticker price). We will use Phil Town’s Rule #1 Investing method to value a stock. This book is a great read for anyone starting their investing journey. Linked below. As such, using Rule #1 Investing we will value Alibaba’s stock price currently in August 2021. Phil Town’s Rule #1 Investor: https://www.amazon.com/Rule-Strategy-Successful-Investing-Minutes-ebook/dp/B003IQ16EC/ref=sr_1_2?crid=JE9Z5A9W1NW5&dchild=1&keywords=phil+town+rule+1+investing&qid=1629891249&sprefix=phil+town+rule%2Caps%2C302&sr=8-2 Cold Brew Money - DCF Calculator - https://coldbrew.money/dcf-calculator/ Rule One Investing - Calculators - https://www.ruleoneinvesting.com/investment-calculators/ Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ Cold Brew Money Newsletter: https://coldbrew.money/newsletter/ 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/ Cold Brew Money Resources: https://coldbrew.money/repository/ 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.
41:11
August 30, 2021
#60 - What Are The Superinvestors Buying In Q2 2021? (U.S.A & India)
Description: [podcast_subscribe id="111"] US (source: https://dataroma.com ) Bill Ackman Charlie Munger Guy Spier Howard Marks Li Lu Mohnish Pabrai Michael Burry Warren Buffett India (source: https://trendlyne.com/portfolio/superstar-shareholders/index/ ) Radhakrishna Damani Rakesh Jhunjhunwala Dolly Khanna Sachin Bansal Sunil Singhania Mohnish Pabrai Previous Episode On 13F: https://coldbrew.money/47-what-are-the-billionaires-and-guru-investors-buying/ Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ Cold Brew Money Newsletter: https://coldbrew.money/newsletter/ 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/ Cold Brew Money Resources: https://coldbrew.money/repository/ 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.
41:58
August 23, 2021
#59 - The Dhandho Framework By Mohnish Pabrai
Episode Details:  Article - Lessons On Investing (And Life) From Mohnish Pabrai - https://tapandesai.com/lessons-from-mohnish-pabrai/ The Dhandho Framework by Mohnish Pabrai Richer, Wiser, Happier by William Green The Dhandho Framework: 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 favor 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 Cold Brew Money Episode on Moats: https://coldbrew.money/9-all-about-that-moat/ Cold Brew Money Episode on Intrinsic Value: https://coldbrew.money/13-getting-started-with-intrinsic-valuation/ Donate to the Dakshana Foundation: https://www.dakshana.org/donate/ [podcast_subscribe id="111"] Resources: Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole Buy Cold Brew Money A Coffee Hosts: Atit & Tapan Contact us: Twitter | Instagram | Email Please note: Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
40:34
August 16, 2021
#58 - Best Investment Advice Ever Ft. Warren Buffett
Description: Full Video Interview: https://www.youtube.com/watch?v=rPFjmeoadlo Lessons Learned: Treat investments as you’re buying a business Always stick to your circle of competence Be patient Resources: Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole Buy Cold Brew Money A Coffee Hosts: Atit & Tapan [podcast_subscribe id="111"] Contact us: Twitter | Instagram | Email Please note: Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
24:51
August 09, 2021
#57 - Big Tech Earnings
Google (Steady Compounding) Revenue grew 62% to $62B for Q2 2021 Operating income grew 203% to $19B, a margin of 31%. What’s more amazing is the numbers Youtube is throwing off. Youtube with a monster quarter growth of 84% Y/Y to hit a run-rate of $7B. It now accounts for 11% of Google's revenue! And we're still in the early innings. Share of US TV Time in June 2021. Streaming is still only 27%: 8% Netflix 6% YouTube 3% Hulu 2% Prime Video 2% Disney+ 8% Other small platforms Alphabet reported $61.9 billion in total revenue versus $56.1 billion expected by analysts. Google's ad services brought in $57.1 billion, while Cloud revenue grew to $4.6 billion. Apple Apple Q2 2021 earnings are out: iPhone revenue up 65% Mac revenue up 70% iPad revenue up 78% wearable revenue up 24% services revenue up 26% $89.6 billion in revenue overall, up 54%. massive numbers here during a pandemic Amazon Here’s how the company did: Earnings: $15.12 vs $12.30 per share, according to analysts surveyed by Refinitiv Revenue: $113.08 billion vs $115.2 billion, according to analysts surveyed by Refinitiv Amazon’s headcount continues to swell. At the end of the third quarter, Amazon employed 1.33 million people worldwide, up 52% year over year Bezos’ last quarter as CEO. Facebook: Q2 GAAP EPS of $3.61 beats by $0.61. Revenue of $29.07B (+55.5% Y/Y) beats by $1.18B. DAU of 1.91B vs. 1.91B consensus; MAU of 2.9B vs. 2.90B. Operating margin of 43% vs. a consensus of 37.6%. Cash and cash equivalents and marketable securities were $64.08 billion as of June 30, 2021. TTM: Revenue: 104B Operating margin: 42.5% Net Profit: 39B Resources: https://steadycompounding.substack.com/p/3-bullet-sunday-is-it-safe-to-invest https://stockrow.com/ https://seekingalpha.com/ https://www.hardwaretimes.com/apple-airpods-revenue-more-than-nvidias-total-revenue-a