📝 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…
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…
📝 DESCRIPTION: Bill Gurley’s Mental Models to filter good growth business. Based on the article “All Revenue is Not Created Equal”: ——————————————– 🧰 CBM TOOLBOX: 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch…
⏱ 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: 📈 Track CBM Portfolio…
⏱ Timestamps: We are having a conversation around the following topics Intro: 00:00 What is CBM After Hours?: 00:15 When To Sell A Stock – Safal Niveshak: 02:43 Nancy Pelosi Buys Nvidia: 07:15 Instagram Launches Subscription Service: 09:12 The Creator…
——————————————– 📝 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…
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…
Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: ——————————————– 📝 DESCRIPTION: We go over Prosus’s business model, management,…
📝 DESCRIPTION: Curious to learn more about stock splits and what should you know about them? ——————————————– 🧰 CBM TOOLBOX: 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: 💰 Use our M1…
📝 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…