All Cold Brew Money Episodes
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…
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 –…
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: Portfolio Tracker Sheet: Description: Magic formula investing refers to a rules-based,…
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…
Useful links: All Streaming Platforms for Cold Brew Money Podcast: About Cold Brew Money: All Cold Brew Money Episodes: Cold Brew Money Tools: Buy Us A Coffee: Hosts: Atit Kothari: Tapan Desai: Atit’s…
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…
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…
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: …
Use our M1 Finance referral code to sign-up and get a $50 bonus: 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…
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…