Cold Brew Money

By Atit Kothari and Tapan Desai

We talk about money because your friends and family won't.

In this podcast, two friends figure out money as they reach their late-20s. We have learned to invest by reading books, listening to podcas... more

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FAQs about Cold Brew Money:

How many episodes does Cold Brew Money have?

The podcast currently has 121 episodes available.

Cold Brew Money episodes:

August 23, 2021 #60 - What Are The Superinvestors Buying In Q2 2021? (U.S.A & India)
Description:
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US (source: https://dataroma.com )
Bill Ackman
Charlie Munger
Guy Spier
Howard Marks
Li Lu
Mohnish Pabrai
Michael Burry
Warren Buffett
India (source: https://trendlyne.com/portfolio/superstar-shareholders/index/ )
Radhakrishna Damani
Rakesh Jhunjhunwala
Dolly Khanna
Sachin Bansal
Sunil Singhania
Mohnish Pabrai
Previous Episode On 13F: https://coldbrew.money/47-what-are-the-billionaires-and-guru-investors-buying/

Useful links:
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About Cold Brew Money: https://coldbrew.money/about/
All Cold Brew Money Episodes: https://coldbrew.money/episodes/
Cold Brew Money Tools: https://coldbrew.money/tools/
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Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney
Hosts:
Atit Kothari: https://kothariatit.com/
Tapan Desai: https://tapandesai.com/
Atit’s Newsletter: https://atitkothari.substack.com/
Tapan’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.
...more
42min
August 16, 2021#59 - The Dhandho Framework By Mohnish Pabrai
Episode Details:
Article - Lessons On Investing (And Life) From Mohnish Pabrai - https://tapandesai.com/lessons-from-mohnish-pabrai/
The Dhandho Framework by Mohnish Pabrai
Richer, Wiser, Happier by William Green
The Dhandho Framework:
Focus on buying an existing business

Buy simple businesses in industries with an ultra-slow rate of change

Buy distressed businesses in distressed industries

Buy businesses with a durable competitive advantage – The Moat

Bet heavily when the odds are overwhelmingly in your favor

Focus on arbitrage

Buy businesses at big discounts to their underlying intrinsic value

Look for low-risk, high-uncertainty business

It’s better to be a copycat than an innovator
Cold Brew Money Episode on Moats: https://coldbrew.money/9-all-about-that-moat/
Cold Brew Money Episode on Intrinsic Value: https://coldbrew.money/13-getting-started-with-intrinsic-valuation/
Donate to the Dakshana Foundation: https://www.dakshana.org/donate/
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Resources:
Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole
Buy Cold Brew Money A Coffee
Hosts: Atit & Tapan
Contact us: Twitter | Instagram | Email
Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
...more
41min
August 09, 2021#58 - Best Investment Advice Ever Ft. Warren Buffett
Description:
Full Video Interview: https://www.youtube.com/watch?v=rPFjmeoadlo
Lessons Learned:
Treat investments as you’re buying a business

Always stick to your circle of competence

Be patient
Resources:
Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole
Buy Cold Brew Money A Coffee
Hosts: Atit & Tapan
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Contact us: Twitter | Instagram | Email
Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
...more
25min
August 02, 2021#57 - Big Tech Earnings
Google (Steady Compounding)
Revenue grew 62% to $62B for Q2 2021
Operating income grew 203% to $19B, a margin of 31%.
What’s more amazing is the numbers Youtube is throwing off.
Youtube with a monster quarter growth of 84% Y/Y to hit a run-rate of $7B.
It now accounts for 11% of Google's revenue!
And we're still in the early innings.
Share of US TV Time in June 2021.
Streaming is still only 27%:
8% Netflix
6% YouTube
3% Hulu
2% Prime Video
2% Disney+
8% Other small platforms
Alphabet reported $61.9 billion in total revenue versus $56.1 billion expected by analysts.

Google's ad services brought in $57.1 billion, while Cloud revenue grew to $4.6 billion.
Apple
Apple Q2 2021 earnings are out:
iPhone revenue up 65%

Mac revenue up 70%

iPad revenue up 78%

wearable revenue up 24%

services revenue up 26%
$89.6 billion in revenue overall, up 54%. massive numbers here during a pandemic

Amazon
Here’s how the company did:
Earnings: $15.12 vs $12.30 per share, according to analysts surveyed by Refinitiv

Revenue: $113.08 billion vs $115.2 billion, according to analysts surveyed by Refinitiv
Amazon’s headcount continues to swell. At the end of the third quarter, Amazon employed 1.33 million people worldwide, up 52% year over year
Bezos’ last quarter as CEO.

Facebook:
Q2 GAAP EPS of $3.61 beats by $0.61.

Revenue of $29.07B (+55.5% Y/Y) beats by $1.18B.

DAU of 1.91B vs. 1.91B consensus; MAU of 2.9B vs. 2.90B.

Operating margin of 43% vs. a consensus of 37.6%.

Cash and cash equivalents and marketable securities were $64.08 billion as of June 30, 2021.

TTM:

Revenue: 104B

Operating margin: 42.5%

Net Profit: 39B

Resources:
https://steadycompounding.substack.com/p/3-bullet-sunday-is-it-safe-to-invest
https://stockrow.com/
https://seekingalpha.com/
https://www.hardwaretimes.com/apple-airpods-revenue-more-than-nvidias-total-revenue-and-2x-more-than-amds-revenue/

Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole
Buy Cold Brew Money A Coffee
Hosts: Atit & Tapan
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Contact us: Twitter | Instagram | Email
Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
...more
37min
July 26, 2021 #56 - Robinhood IPO & The 5 Rules of Mohnish Pabrai
Robinhood
Robinhood said it generated net income of $7.45 million on net revenue of $959 million in 2020.
Robinhood earns revenues from three defined buckets (1) Transaction based revenues (75% of 2020 Revenue) (2) Net interest revenues (19% of 2020 Revenue) (3) Other revenues (6% of 2020 Revenue).
Robinhood currently has over $80 billion Assets Under Custody. Vanguard: $7.2 Trillion. ETrade: $800 billion
17M MAUs
CAC: $20
ARPU: $137
Mohnish Pabrai’s Rules:
Rule 1: Clone like crazy.
Rule 2: Hang out with people who are better than you.
Rule 3: Treat life as a game, not as a survival contest or a battle to the death.
Rule 4: Be in alignment with who you are; don’t do what you don’t want to do or what’s not right for you.
Rule 5: Live by an inner scorecard; don’t worry about what others think of you; don’t be defined by external validation.
Resources:
Safal Niveshak Article / Bloomberg Article / AUM / Meritech Capital
Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole
Buy Cold Brew Money A Coffee
Hosts: Atit & Tapan
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Contact us: Twitter | Instagram | Email
Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
...more
36min
July 19, 2021 #55 - The Zomato IPO
Resources:
Safal Niveshak Article: https://www.safalniveshak.com/safal-niveshak-is-10-years-old/
https://www.bloomberg.com/news/articles/2021-07-01/trading-app-robinhood-files-publicly-for-long-awaited-ipo
https://www.brokerage-review.com/investing-firm/assets-under-management/etrade-aum.aspx
https://www.meritechcapital.com/blog/robinhood-ipo-s-1-breakdown
Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole
Buy Cold Brew Money A Coffee
Hosts: Atit & Tapan
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Contact us: Twitter | Instagram | Email
Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.

...more
46min
July 15, 2021#54 - Economics of F1 with F1 Fanfiction
Checkout F1 Fanfiction here: https://f1fanfiction.com/
Economics of F1

Constructors and drivers

Driver salaries

Cost of building a car

Logistics of moving

Sponsorships

Grand Prix and cost of hosting a race

Broadcasting rights and cost

How the prize money is distributed among teams
Resources:
Subscribe to F1 Fan Fiction
Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole
Buy Cold Brew Money A Coffee
Hosts: Atit & Tapan
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Contact us: Twitter | Instagram | Email
Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
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58min
July 05, 2021#53 - Owning A Business vs. Trading Systems
Notes:
In this episode, CBM discusses the difference between buying a business versus trading systems. Topics discussed:
Trading systems

Stop Loss

Trailing Stop Loss

Value Investing (i.e. buying a business)
Atit’s 3 Points On When To Sell
Your theory is wrong

Opportunity cost

FOMO
Tanmay Bhat’s Clueless Course on Trading Stocks
CBM Episode on DCF
CBM Episode on Berkshire Hathaway AGM
CBM Episode on Investor Checklist
CBM Episode on Index Funds
CBM Episode with Dinesh Sairam on Value Investing
All Streaming Platforms:
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Cold Brew Money Links
Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole
Buy Cold Brew Money A Coffee
Hosts: Atit & Tapan
Contact us: Twitter | Instagram | Email
Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
...more
32min
June 28, 2021 #52 - Q2 Macro Update & What We're Watching This Summer
Resources:
Episode #28 on Macro-Indicators: https://coldbrew.money/28-macro-indicators/
Episode #40 on Q1 2021 Macro-Indicators: https://coldbrew.money/40-macro-indicators-for-q1-2021-tapans-march-expense-audit-results/
Inflation is coming! https://www.nytimes.com/2021/06/08/technology/farewell-millennial-lifestyle-subsidy.html
All Streaming Platforms:
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Cold Brew Money Links
Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole
Buy Cold Brew Money A Coffee
Hosts: Atit & Tapan
Contact us: Twitter | Instagram | Email
Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
...more
36min
June 21, 2021 #51 - In Conversation with Dinesh Sairam on Financial Analysis and Valuation
Show Notes:
Today we have a special guest with us. Dinesh Sairam. Dinesh writes and shares content on Financial Analysis, Business Analysis, Business Valuation, and the Indian Stock Market on Twitter @Dinesh_Sairam and also at valuationinmotion.blogspot.com. Dinesh has over 13k followers on Twitter which includes the likes of Sanjay Bakshi, Deepak Shenoy (from the capital mind) and more.
Dinesh's Twitter
Topics covered in the episode:
- How did you get started with investing?
- What is value investing according to you?
- What are some value investing strategies?
- How do you narrow down the stock universe? Do you use screeners, forums, friends?
- What are some key metrics you look at? How do you perform your fundamental analysis for a stock?
- How do you decide on a position size?
- When to sell?
- Do you have a favorite mistake? Something that taught an important lesson?
- Favorite book recommendations and any other resources you will recommend for beginners?
All Streaming Platforms:
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Cold Brew Money Links
Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Rabbit Hole
Buy Cold Brew Money A Coffee
Hosts: Atit & Tapan
Contact us: Twitter | Instagram | Email
Please note:
Information is only for educational and entertainment purposes and should not be relied upon as investment advice.
...more
42min

FAQs about Cold Brew Money:

How many episodes does Cold Brew Money have?

The podcast currently has 121 episodes available.