PODCAST
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 …
📝 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/
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 Track …
⏱ 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
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 …
⏱ 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 …
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📝 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 …
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 …