By Atit Kothari and Tapan Desai
5
55 ratings
The podcast currently has 121 episodes available.
📝 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 Ackman: 02:33
Michael Burry: 03:06
Guy Spier: 04:20
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
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⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
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.
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
📝 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 CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
⏱ 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
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
⏱ 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 Economy: 11:40
401K - Good or Bad?: 16:37
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)--------------------------------------------
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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 investor. We have summarised our favourite key lessons from the book in this video.
⏱ Timestamps:
Who is Guy Spier?: 00:00
Learn from mentors (living or dead): 01:07
Build Your Own Omaha: 02:31
Think Like A Pilot: 04:09
Checklist Manifesto: 05:34
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)--------------------------------------------
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 Company sell for and how much should have actually been paid! Yes, we understand these are fictional companies. But this is a fun way to learn about the fair value calculation of businesses. David Wallace made a bad deal. This proves that when you're investing in a stock, you need to look at the management.
Michael Scott Paper Company Fair Value: https://docs.google.com/spreadsheets/d/1eZBzoWqBioKzy33dHSo2uyClrdtMEaff0U58B2DjkAc/edit?usp=sharing
Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
M1 Finance:
Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
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📝 DESCRIPTION:
We go over Prosus's business model, management, valuation, and more.
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🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
M1 Finance:
Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
--------------------------------------------
📝 DESCRIPTION:
We go over Prosus's business model, management, valuation, and more.
--------------------------------------------
🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
[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 which is based on his book Dhandho Investor.
If you want to be a successful investor, you should be able to watch paint dry on a wall, said Mohnish Pabrai in one of his interviews. We found this intriguing. Today, when most “investors” are buying meme stocks and betting on cryptocurrency, this guy was asking to be patient.
The Dhandho Investor by Mohnish Pabrai: https://www.amazon.co.uk/Dhandho-Investor-Low-Risk-Method-Returns-ebook/dp/B008L042Q4/ref=sr_1_1?crid=2UZF843VY4JA5&keywords=dhandho+investor&qid=1654873371&s=books&sprefix=dhandho+investor%2Cstripbooks%2C1362&sr=1-1
Lessons on Investing by Mohnish Pabrai (Dhandho Summary by Tapan): https://tapandesai.com/lessons-from-mohnish-pabrai/#the-dhandho-framework
--------------------------------------------
🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard
📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing
💰 Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2
☕ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
--------------------------------------------
⭐ Useful links:
Become A Guest: https://coldbrew.money/guest/
About Cold Brew Money: https://coldbrew.money/about/
Cold Brew Money Tools: https://coldbrew.money/tools/
😎 Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit Kothari's Newsletter: https://atitkothari.substack.com/
Tapan Desai's Newsletter: https://tapandesai.substack.com/
📨 Contact Us:
Twitter: https://twitter.com/coldbrewmoney
Instagram: https://www.instagram.com/coldbrewmoney/
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
🎶 Outro Music: Mayur Jumani (https://www.youtube.com/channel/UCVUkpUN-Lufq407fUEX2wJQ)
The podcast currently has 121 episodes available.