📝 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: 00:00Warren Buffett: 00:10Li Lu: 01:41Bill

#119 - Mohnish Pabrai Free Lunch Portfolio Update (CBM August 2022)

Aug 12th, 2022 4m 48s

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.--

#118 - 10 Mental Models BEFORE you INVEST in a Growth Company

Aug 5th, 2022 6m 41s

📝 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/-------

#117 - Are We In A Recession? Facebook In Trouble? Portfolio Update!

Aug 2nd, 2022 19m 32s

⏱ Timestamps: Intro: 00:00Are we in a recession?: 00:20Recession Indicator: 03:16Instagram Rant: 05:40FB Earnings: 07:28Google Earnings: 12:12Amazon Earnings: 14:25Apple Earnings: 15:14Portfolio Update: 17:20--------------------------

#116 - CBM After Hours - 401K Good or Bad? Nancy Pelosi and Nvidia! The Creator Economy Explained

Jul 24th, 2022 24m 16s

⏱ Timestamps:We are having a conversation around the following topics Intro: 00:00What is CBM After Hours?: 00:15When To Sell A Stock - Safal Niveshak: 02:43Nancy Pelosi Buys Nvidia: 07:15Instagram Launches Subscription Service: 09:12The

#115 - The Education of a Value Investor By Guy Spier

Jul 21st, 2022 7m 43s

--------------------------------------------📝 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 lesson

#114 - Did Dunder Mifflin OVERPAY Michael Scott Paper Company?

Jul 14th, 2022 10m 2s

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 Co

#113 - Is Prosus Still A Buy? | Prosus (PRX.AS, PROSY) Stock Analysis

Jun 14th, 2022 4m 56s

Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharingM1 Finance:Use our M1 Finance referral code to sign-up a

#112 - Stock Splits, Explained

Jun 11th, 2022 2m 23s

📝 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 Ca

#111 - Mohnish Pabrai Investing Framework - Dhandho Investor

Jun 10th, 2022 8m 41s

[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 w

#110 - The 2022 Stock Market Crash, Explained (What Can You Do)

Jun 2nd, 2022 4m 31s

📝 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!-----------------------------------------

#109 - University of Berkshire Hathaway (Warren Buffett & Charlie Munger) | Everything You Need To Know About Investing

May 27th, 2022 7m 28s

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 Hatha

#108 - COINBASE - BARGAIN or a VALUE TRAP?

May 25th, 2022 5m 36s

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 i

#107 - WARREN BUFFETT Goes On A BUYING SPREE! Warren Buffett Portfolio Update (13F)

May 19th, 2022 4m 48s

[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

#106 - Michael Burry Is Short Apple & Michael Burry Portfolio Update

May 17th, 2022 4m 1s

[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 Bu

#105 - Three Stocks Currently Better Than Alibaba

May 12th, 2022 4m 41s

[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

#104 - OUR PORTFOLIO is in TROUBLE - Down 30%!

May 7th, 2022 5m 6s

[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 n

#103 - FAANG Stock Earnings In 8 Minutes!

May 2nd, 2022 8m 46s

[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 t

#102 - Google A Buy Now?

Apr 29th, 2022 7m 28s

📝 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 T

#101 - Problems With Chasing Dividend Yields

Apr 29th, 2022 5m 36s

[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 divide

#100 - Nine Steps To Achieve Financial Independence

Apr 23rd, 2022 6m 22s

[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

#99 - We cloned Mohnish Pabrai and bought this stock | Prosus (Prx.as, Prosy) stock analysis

Apr 19th, 2022 8m 38s

M1 Finance:Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbf

#98 - Mohnish Pabrai Stock Portfolio (2022)

Apr 15th, 2022 13m 20s

[podcast_subscribe id="111"]M1 Finance:Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2Cold Brew Money Toolbox: https://toolbox.coldbrew.moneyF1 FanFiction: https://www.youtube.com/channel/UC

#97 - Should You BUY DISNEY Stock? | $DIS STOCK ANALYSIS

Apr 11th, 2022 13m 6s

[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 Desc

#96 - Why Elon Musk Bought Twitter!? | TWITTER ($TWTR) STOCK ANALYSIS

Apr 7th, 2022 16m 27s

[podcast_subscribe id="111"]M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2CBM Toolbox: http://toolbox.coldbrew.money#/dashboard?symbol=TWTR&c1=y&c2=y&mo1=0&mo2=0&mo3=0&mo4=3&mo5=0&