CBM #78 – We Are Investing $12,000 In Stocks – CBM PORTFOLIO 2022 EXPLAINED! $TTWO STOCK ANALYSIS
Timestamp
Anchor:
Intro – Happy New Year: 00:00
CBM Portfolio Explained: 02:49
TTWO Analysis: 10:39
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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/
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