Atit Kothari And Tapan Desai

Shows

Cold Brew Money#120 - STOCKS Smart Money Is Buying NOW!📝 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 -------------------------------------------- 🧰 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...2022-09-0205 min

Cold Brew Money#119 - Mohnish Pabrai Free Lunch Portfolio Update (CBM August 2022)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. -------------------------------------------- 🧰 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/4rT5a5LrOA...2022-08-1204 min

Cold Brew Money#118 - 10 Mental Models BEFORE you INVEST in a Growth Company📝 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/ -------------------------------------------- 🧰 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 2022-08-0506 min

Cold Brew Money#117 - Are We In A Recession? Facebook In Trouble? Portfolio Update!⏱ 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 -------------------------------------------- 🧰 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 2022-08-0219 min

Cold Brew Money#116 - CBM After Hours - 401K Good or Bad? Nancy Pelosi and Nvidia! The Creator Economy Explained⏱ 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 -------------------------------------------- 🧰 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 F...2022-07-2424 min

Cold Brew Money#115 - The Education of a Value Investor By Guy Spier-------------------------------------------- 📝 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 -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pab...2022-07-2107 min

Cold Brew Money#114 - Did Dunder Mifflin OVERPAY Michael Scott Paper Company?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. M...2022-07-1510 min

Cold Brew Money#113 - Is Prosus Still A Buy? | Prosus (PRX.AS, PROSY) Stock AnalysisTrack 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/sprea...2022-06-1404 min

Cold Brew Money#112 - Stock Splits, Explained📝 DESCRIPTION: Curious to learn more about stock splits and what should you know about them? -------------------------------------------- 🧰 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/to...2022-06-1102 min

Cold Brew Money#111 - Mohnish Pabrai Investing Framework - Dhandho Investor[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...2022-06-1008 min

Cold Brew Money#110 - The 2022 Stock Market Crash, Explained (What Can You Do)📝 DESCRIPTION: A lot of stocks are down- Peloton is down 58%, Paypal is down 56%, Facebook is down 42%, Zoom is down 40%, Amazon is down 32%. We wanted to discuss what’s going on and what are we doing! -------------------------------------------- 🧰 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 C...2022-06-0204 min

Cold Brew Money#109 - University of Berkshire Hathaway (Warren Buffett & Charlie Munger) | Everything You Need To Know About InvestingTapan recently finished reading the University of Berkshire Hathaway, one of the best investment books there. It's a must-read investing book. The University of Berkshire Hathaway book covers all crucial lessons from 30 years of Berkshire Hathaway AGMs. This video will cover all the important lessons from the book the University of Berkshire Hathaway. We will cover topics like business, management, and investing psychology in this video. How to find good businesses: 00:00 Valuing business competitive advantage (MOAT): 01:57 How to look for good management: 02:51 Investment categories: 04:27 Investing psychology: 06:00...2022-05-2707 min

Cold Brew Money#107 - WARREN BUFFETT Goes On A BUYING SPREE! Warren Buffett Portfolio Update (13F)[podcast_subscribe id="111"] 📝 DESCRIPTION: We look at Warren Buffett's 13F filings and see what stocks he invested in Q1 2022. In this episode, we look at Warren Buffett's Berkshire Hathaway's 13F and check their portfolio. Warren Buffett is a superinvestor we follow closely and his stock portfolio in 2022 was updated to include 1. Apple 2. Chevron 3. Occidental Petroleum 4. Activision Blizzard In total, Berkshire Hathaway (Warren Buffett) spent over $40 Billion in Q1 2022! In this episode, we will cover all the stocks bought by Warren Buffett in Q1 2022 and give a Berkshire Hathaway Portfolio update. Useful links: All Streaming Platforms for Cold Brew Money Podcast: http...2022-05-1904 min

Cold Brew Money#106 - Michael Burry Is Short Apple & Michael Burry Portfolio Update[podcast_subscribe id="111"] DESCRIPTION: Michael Burry has filed his 13F and it was full of surprises. Michael Burry bought Facebook, Google, Nexstar, among others. But the headlines was Michael Burry is short Apple! Yes, in Q1 2022 Michael Burry has short puts on Apple. He is betting against Apple this quarter. We deep-dive and discuss why this could be. Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/2022-05-1704 min

Cold Brew Money#105 - Three Stocks Currently Better Than Alibaba[podcast_subscribe id="111"] With the current stock market pullback, we discuss 3 stocks that are better than Alibaba. Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ 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/ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit’s...2022-05-1204 min

Cold Brew Money#104 - OUR PORTFOLIO is in TROUBLE - Down 30%![podcast_subscribe id="111"] 📝 DESCRIPTION: CBM Portfolio is down 30%! We are doing a live review for our CBM Portfolio. We are investing $12,000 of our real money in CBM Portfolio this year with the goal of beating the S&P 500 Index in the next 3 to 5 years. In this episode, you will be able to view our portfolio in real-time. 📈 Track CBM Portfolio against SPY, Coffee Can, and Mohnish Pabrai Free Lunch Portfolio: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit Useful links: All Streaming...2022-05-0705 min

Cold Brew Money#103 - FAANG Stock Earnings In 8 Minutes![podcast_subscribe id="111"] We are looking at Facebook ($FB META), Apple ($AAPL), Amazon ($AMZN), Netflix ($NFLX), and Google ($GOOGL Alphabet) earnings for Q1 2022 in under 8 mins. We will discuss what we think about the earnings, what are the major headwinds for the FAANG stocks, and see if FAANG stocks will crash further. Facebook (META) had a disappointing Q1 2022 earnings. So did Amazon, Google, and Netflix in Q1 2022 earning season. Apple was the best performing FAANG stock. We will go over the FAANG earnings for Q1 2022 and discuss potential opportunities. ⏱ Timestamps: Facebook (META) Earnings: 00:00 Apple Earnings: 02:10 Amazon...2022-05-0208 min

Cold Brew Money#102 - Google A Buy Now?📝 DESCRIPTION: We go over Google's business model, management, valuation, and current news. Find out after the 20% decline of Google ($GOOGL) is it a buy? Should you buy Alphabet at the current fair value? We run the business through our CBM Toolbox to see if after the 20% decline Google stock is a buy or watch. Sundar Pichai has done a great job in running Alphabet (Google) over the year and we see good growth in the business. -------------------------------------------- 🧰 CBM TOOLBOX: https://toolbox.coldbrew.money/#/dashboard 📈 Track CBM Portfolio against S...2022-04-2907 min

Cold Brew Money#101 - Problems With Chasing Dividend Yields[podcast_subscribe id="111"] 📝 DESCRIPTION: We have seen so many dividend and dividend yield strategies which don't make sense. In this video, we want to explain: 1. What are dividends and what is a dividend yield 2. Why does chasing dividend and dividend yield doesn't make sense for most investors 3. When should a company pay out dividends? 4. When should you invest in a stock that pays dividends? We will be explaining our and Warren Buffett's thought process on dividends. #dividendyield #dividendstrategy #dividendinvesting 2022-04-2905 min

Cold Brew Money#100 - Nine Steps To Achieve Financial Independence[podcast_subscribe id="111"] DESCRIPTION: Money Guys have created the 9 steps to financial independence and they call it the "Financial Order of Operations (FOO)". Financial Order of Operations is an instructional manual explaining the 9 steps of building wealth from building your emergency fund to finally paying off your low-interest debt. We wish someone had introduced us to the Financial Order of Operations in our early 20s when we had just started earning. The Financial Order of Operations would have helped us a lot to build wealth. The Financial Order of Opera...2022-04-2306 min

Cold Brew Money#99 - We cloned Mohnish Pabrai and bought this stock | Prosus (Prx.as, Prosy) stock analysisM1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 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 -------------------------------------------- DESCRIPTION: We go over Prosus's business model, management, valuation, and more. 00:00 - Business 01:37 - Management 02:02 - Risks 03:01 - Growth 04:36 - Checklist 05:32 - Valuation -------------------------------------------- Useful...2022-04-2008 min

Cold Brew Money#98 - Mohnish Pabrai Stock Portfolio (2022)[podcast_subscribe id="111"] M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 Cold Brew Money Toolbox: https://toolbox.coldbrew.money F1 FanFiction: https://www.youtube.com/channel/UCf1lFe6lem9yzJHF2ayZyfw Mohnish Pabrai is one of our favourite investors and we have learned a lot from him. So naturally, we wanted to see which stocks Mohnish Pabrai owns and see Mohnish Pabrai’s Stock Portfolio in 2022. In this video, we will cover all stocks that Mohnish Pabrai own...2022-04-1513 min

Cold Brew Money#97 - Should You BUY DISNEY Stock? | $DIS STOCK ANALYSIS[podcast_subscribe id="111"] Links: Mindmap: https://whimsical.com/disney-4SqWnvxx5C8G8Cs6ETUHBR CBM Toolbox Analysis: http://toolbox.coldbrew.money#/dashboard?symbol=DIS&c1=y&c2=y&c3=y&mo1=3&mo2=3&mo3=0&mo4=0&mo5=0&mo6=2&m1=y&m2=y&m3=y Description: We are analysing the Disney ($DIS) stock to see if you should buy the stock? We will evaluate if Disney stock is a buy, watch, or sell in 2022. We look at Disney stock business, risk, growth avenues, and management. CBM will also calculate the fair value or intrinsic value for th...2022-04-1113 min

Cold Brew Money#96 - Why Elon Musk Bought Twitter!? | TWITTER ($TWTR) STOCK ANALYSIS[podcast_subscribe id="111"] M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 CBM Toolbox: http://toolbox.coldbrew.money#/dashboard?symbol=TWTR&c1=y&c2=y&mo1=0&mo2=0&mo3=0&mo4=3&mo5=0&mo6=1&m1=y Elon Musk bought a stake in Twitter. We wanted to discuss what could be the potential reason and use the CBM toolbox to analyse if Twitter stock is currently bought, hold, or sell. Elon Musk has bought 9.2% stake in Twitter which is making waves in the investor...2022-04-0716 min

Cold Brew Money#95 - How To Find Good Stocks Using A Screener? | Beginner Indian Screener.in[podcast_subscribe id="111"] CBM Screener: https://www.screener.in/screens/629132/cold-brew-money/ How to find stocks or screen for good companies? In this episode, we walk through the basics for finding good stocks to invest in using screener.in which is a great tool to find Indian stocks for beginners. This is a basic screener and there are better screeners out there like Coffee Can Investing by Saurabh Mukherjea and Magic Formula Investing by Joel Greenblatt. We are going to create a basic screener to find stocks that are good to buy and add...2022-04-0405 min

Cold Brew Money#93 - Stock Market Chaos: Here’s What We Are Doing…In this episode, we are discussing what are the 5 things we are doing during the market crash. We have amateur investors but have been some crashes in the last 6-7 years. Based on our learning of the market, here are 5 things that we are doing during this market crash. These lessons include learnings from Ray Dalio, Warren Buffett, Charlie Munger, Mohnish Pabrai, and other investors. We have gone through their resources to learn from their books and videos on how to handle a market crash. In this video, we are compiling those 5 lessons on what...2022-03-1105 min

Cold Brew Money#92 - Lessons From WARREN BUFFETT Shareholder Letter[podcast_subscribe id="111"] Links: Shareholder Letter: https://www.berkshirehathaway.com/letters/2021ltr.pdf We went through 11 pages of this year’s shareholder letter from Warren Buffett. Today we’ll discuss key takeaways such as the different business Berkshire Hathaway owns, three different ways a company can increase shareholder value, and the two most important factors to find job satisfaction! We have learned a lot from Warren Buffett's shareholder letters over the years. We have gone through the Warren Buffett Shareholder Letter archives to understand his value investing thesis. In today...2022-03-0108 min

Cold Brew Money#91 - FIRE (Financial Independence, Retire Early) As An Indian Immigrant Couple In The US[podcast_subscribe id="111"] Timestamps: Intro: 00:00 About Parth Mehta: 00:20 What is FIRE: 00:56 Planning FIRE: 02:48 Planning as a couple: 05:58 Planning expenses for FIRE: 08:25 FIRE investing strategy: 10:25 FIRE Lessons Learned: 15:10 Links: Parth Mehta (Twitter): https://twitter.com/parthpmehta93 Description: We are talking to Parth Mehta in today’s episode who is an Associate at Goldman Sachs in the Compliance department. We talk about Financial Independence, Retire Early (FIRE) movement - what is it, how to plan, an...2022-02-2318 min

Cold Brew Money#90 - Charlie Munger On Investing During High Inflation!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 about Ray Dalio's latest article on inflation and Charlie Munger's advice on inflation. #investinginflation #inflation #charliemunger Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ ...2022-02-2005 min

Cold Brew Money#89 - Warren Buffet buys Activision Blizzard($ATVI)?!?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 - Valuation Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ 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/ Bu...2022-02-1606 min

Cold Brew Money#88 - MAGIC FORMULA INVESTING STRATEGY FOR BEGINNERS[podcast_subscribe id="111"] 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: https://www.magicformulainvesting.com/ Portfolio Tracker Sheet: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit#gid=726394198 Description: Magic formula investing refers to a rules-based, disciplined investment strategy that will teach you a relatively simple and easy-to-understand method for value investing. 2022-02-1206 min

Cold Brew Money#87 - Home Depot ($HD) Stock Analysis[podcast_subscribe id="111"] 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 recent inflation OR it’s overpriced! Today we are looking at Home Depot’s business model, growth avenue, and finally, calculating the fair price. Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ Cold Brew Money Tools: https://coldbrew.money/tool...2022-02-0811 min

Cold Brew Money#86 - Is Meta ($FB) Dead?Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ 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/ 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: Twit...2022-02-0407 min

Cold Brew Money#85 - What Are MOATS & How To Find Them?[podcast_subscribe id="111"] 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 a strong castle with a deep moat around it. So let’s find out what are moats, the types of moats, and how to find them. Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/li...2022-02-0109 min

Cold Brew Money#84 - Is Chipotle ($CMG) A Buy In 2022?[podcast_subscribe id="111"] 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 you’re looking to get started building your portfolio and it allows you to view and create pies. Once you have the pie created, you can invest automatically in that pie. This is not an ad but if you want to support us, you can use the affiliate link to sign-up and get a $50 bonus at no extra cost to you. The lin...2022-01-2825 min

Cold Brew Money#83 - Mohnish Pabrai Free Lunch Portfolio - 15 Long Term Stock Picks From Mohnish Pabrai![podcast_subscribe id="111"] 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: http://www.chaiwithpabrai.com/blog/2022-free-lunch-portfolio CBM - Free Lunch Tracker: https://docs.google.com/spreadsheets/d/1Lu4JEYlbfI-4TnywfQYGVAimBEqMpCPZJZu0-AWF6Q8/edit?usp=sharing We have learned a lot from Mohnish Pabrai (episode link) and Dhandho Investor is one of our favourite...2022-01-2512 min

Cold Brew Money#82 - We Bought First Stock For 2022 In Our Portfolio (Meta Platforms)[podcast_subscribe id="111"] Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 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 Score: 22:55 Fair value: 25:00 Final Summary: 29:10 Description: We are investing $12,000 this year in the CBM portfolio and as part of investing, we are analyzing companies from a value play perspective. We are usin...2022-01-2131 min

Cold Brew Money#81 - WHEN TO SELL A STOCK? Lessons From Howard Marks' Latest Memo[podcast_subscribe id="111"] 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 largest investor in distressed securities worldwide. In 2020, with a net worth of $2.1 billion. Buffett famously has said, “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.” So toda...2022-01-1812 min

Cold Brew Money#80 - Stock Analysis - Nexstar Media Group | Should we buy Nexstar Media?[podcast_subscribe id="111"] Timestamp: Intro: 00:00 Company overview: 01:11 Nexstar Business Mental Map: CBM Checklist: 11:51 Meaning Score: 12:30 MOAT score: 13:52 MOAT Numbers: 18:58 Management Score: 20:03 Nexstar valuation: 21:16 Final Summary: 24:53 Description: We are investing $12,000 this year in the CBM portfolio and as part of investing, we are analysing companies from a value play perspective. We are using the Buffett pillars to analyse these companies which are Does the company have meaning to us? Does it have a strong competitive advantage? Is the management honest and smart? Is the business selling at a discount? Today’s company is Nexstar Media Group which is a 6.3B television bro...2022-01-1529 min

Cold Brew Money#79 - PE Ratio Explained (CBM Basics)[podcast_subscribe id="111"] What is a PE Ratio? It’s one of the most common valuation metrics. The price-to-earnings (P/E) ratio relates a company's share price to its earnings per share. A high P/E ratio could mean that a company's stock is overvalued, or else that investors are expecting high growth rates in the future. Companies that have no earnings or that are losing money do not have a P/E ratio because there is nothing to put in the denominator. How to calculate? ...2022-01-1109 min

Cold Brew Money#77 - Investing Plan For 2022, Lessons From 2021, And US Economy Macro-Indicators (Dec 2021)[podcast_subscribe id="111"] Our last episode of the year! 2021 Lessons Learned: Tapan Ideas are plentiful, action is important The best way to become wealthy is to disconnect time from income Impatience with actions, patience with results Consistency trumps motivation Atit Meme Stocks SAGA Concentrated Position FOMO Investing plan for 2022: Tapan More saving via DCA in Index More investing in individual stocks Taking retirement goals more seriously Atit Inflation Buy more real asset Interest rates Keep buying quality companies in the US and Indian markets Explore operating businesses (online/offline) CBM Plan More investment tools for everyone to use Better quality...2021-12-2227 min

Cold Brew Money#76 - 5 Businesses Valued Using Discounted Cash Flow (Copart, Walmart, Micron, IEX, IndiaBulls RE) - DCF Explained![podcast_subscribe id="111"] Cold Brew Money DCF Calculator: https://coldbrew.money/dcf-calculator/ Timestamp Episode Start: 02:28 4 Metrics: 4:43 EP: 4:56 PE: 05:19 Discount Future PE: 06:41 Copart Value: 07:01 Walmart Value: 18:09 Micron Technology Value: 20:30 IEX Value : 23:15 India Bulls Real Estate Value: 26:52 Metrics to calculate DCF: EPS (Earning Per Share) EPS Growth Rate (10 years) - Discount Rate Future PE T...2021-12-1530 min

Cold Brew Money#75 - Li Lu’s Principles On Value Investing[podcast_subscribe id="111"] In this episode, we will be going over concepts such as Margin of Safety, Mr. Market, and Compounding explained by Li Lu who is a manager at Himalaya Capital an $18.5B fund out of which $2.1B is invested in the US markets. More importantly, he is a student of Warren Buffett and Charlie Munger and one of the value investors we follow closely (link to 13F episode). He is hailed as the Chinese Warren Buffett. Here’s the kicker. If you had invested $1000 with Li Lu in 1997, the total return as of today would have been $321,000 compared to...2021-12-1021 min

Cold Brew Money#74 - How To Invest Using Your Circle Of Competence?[podcast_subscribe id="111"] Timestamps: Rant on Omnicron: 00:00 What is the circle of competence?: 04:07 Why should you know about the circle of competence?: 03:58 How to find your circle of competence?: 05:56 Applications of Circle of Competence: 09:10 Summary: 18:10 1. What is the Circle of Competence? 2. Why should you know about the Circle of Competence? 3. How do you find your Circle of Competence? 4. Applications of Circle of Competence in Investing Links: Mental Models - https://coldbrew.money/16-lets-talk-about-mental-models Buffett CoC Reaction - https://coldbrew.money/58-best-investment-advice-ever-ft-warren-buffett/ FinViz Map - https://finviz.com/map.ashx Useful links: All Streaming Platforms for Cold Brew Money Podcast: https...2021-12-0119 min

Cold Brew Money#73 - Warren Buffett, Charlie Munger, Michael Burry, And Mohnish Pabrai Are Buying These Stocks!? Super Investors 13F Filings For Q3 2021![podcast_subscribe id="111"] Episode Start: 03:07 US (source: https://dataroma.com ) India (source: https://trendlyne.com/portfolio/superstar-shareholders/index/ ) Previous Episodes: Q1 2021: https://coldbrew.money/47-what-are-the-billionaires-and-guru-investors-buying/ Q2 2021: https://coldbrew.money/60-what-are-the-superinvestors-buying-in-q2-2021-u-s-a-india/ Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ 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/ Buy Us A Coffee...2021-11-2425 min

Cold Brew Money#72 - Five Lessons From The Psychology Of Money By Morgan Housel | Book Summary[podcast_subscribe id="111"] Episode Start - 04:16 Morgan Housel - Morgan Housel is a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal Lessons: 1. Freedom 2. Getting Wealthy vs. Staying Wealthy 3. Wealth is what you don't see 4. Confounding, Compounding 5. It's a different game Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew...2021-11-1724 min

Cold Brew Money#71 - How Much Money Do I Need For Retirement? Fireside Chat On Elon Musk Selling $TSLA Stocks & Web 3.0[podcast_subscribe id="111"] Timestamps: 00:00 - Happy Diwali! 01:07 - Elon Musk’s poll for selling $TSLA and solving world hunger with $6 Billion 03:03 - Discussion on Web 3.0 and decentralised banking 10:34 - How much money do you need to retire? Twitter Thread by 10-K Diver on the topic: https://twitter.com/10kdiver/status/1363230660479967232?s=20 Article on Financial Freedom: https://www.lynalden.com/financial-freedom/ Summary: Key idea 1: Set a financial independence goal. For example, "to amass a $2.5M portfolio in the next 20 years" You can arrive at...2021-11-0933 min

Cold Brew Money#70 - Ray Dalio's Framework to Hedge For InflationIn this episode we discuss: What is Inflation? What Causes Inflation? How inflation is measured Hyperinflation Strategies to use during high inflation [podcast_subscribe id="111"] Timestamps: 00:00 - Introduction 01:00 - What is Inflation? 05:00 - How is Inflation measured? 08:00 - Reasons for Inflation 10:00 - Average Inflation 11:30 - Hyperinflation 15:00 - Hedging against Inflation 22:15 - Conclusion Resources: https://www.investopedia.com/terms/i/inflation.asp http://www.econpi.com/ Useful links: All Streaming...2021-11-0324 min

Cold Brew Money#68 - Ten Investing & Personal Finance Books That Everyone Should Read![podcast_subscribe id="111"] Timestamps Rant on the weather (oops): 00:00 Category - Personal Finance: 3:15 - Total Money Makeover or I Will Teach You To Be Rich: 3:29 - Money: Master The Game: 06:05 - Automatic Millionaire: 8:44 Category - Investing Philosophy: 10:02 - Dhandho Investor: 10:15 - Richer Wiser Happier: 12:52 - Psychology of Money: 15:31 Category - Investing, Valuing Business: 17:14 - Rule #1 Investing: 17:30 - Coffee Can Investing: 19:15 Category - Investing (Advanced): 22:10 - Bogleheads Guide to Investing: 23:37 2021-10-1831 min

Cold Brew Money#67 - Things To Consider When Buying Your First Car, $BABA, & Cryptocurrency Rally[podcast_subscribe id="111"] In this episode we discuss, how do you buy a car in the US and discuss the following When should you consider buying a car? Make, model, trim? MSRP vs. Out of the door cost? Insurance? Best resources to research Timestamps TV show rant: 00:00 Alibaba: 01:16 Bitcoin Discussion: 03:13 Buying a car in the US: 06:10 Should you even buy a car: 07:37 Type of car: 11:07 Deciding on the brand (value, luxury): 14:07 Make, Model, Trim, Year: 18:43 Used vs...2021-10-1234 min

Cold Brew Money#66 - The U.S. Debt Ceiling Explained & Discussion On Unrealized Capital Gains Tax[podcast_subscribe id="111"] Debt Ceiling: US Government Income, Expenses, and Deficit Explained Debt Ceiling Explained What does it mean for investors? Uncertainty Warren Buffett’s Take On Debt Ceiling: At Berkshire Hathaway’s annual shareholder’s meeting in 2011, billionaire investor Warren Buffett was asked what he thought about the contentious negotiations happening in Congress over whether or not to raise the debt ceiling. His response: failing to raise the debt ceiling would be a massive mistake. “It would probably be the most asinine act that Congress has ever performed,” Buffett said. In fact, “having a debt ceili...2021-10-0425 min

Cold Brew Money#65 - Six Lessons On Investing From John Templeton And Fireside Chat On InflationDescription: [podcast_subscribe id="111"] John Templeton was an American-British investor, banker, fund manager, and philanthropist. He created the Templeton Growth Fund which averaged 15% for 38 years. He was alive from 1912-2008 and a student of Ben Graham. He pioneered investing globally diversified mutual funds. In 2005, he wrote a brief memorandum predicting that within five years there would be financial chaos in the world Lessons: First of all, said Templeton, beware of emotion: “Most people get led astray by emotions in investing. They get led astray by being excessively careless and optimistic when th...2021-09-2732 min

Cold Brew Money#64 - Things You Need To Know Before Becoming A First Time Homeowner Ft. Jinesh MehtaDescription: [podcast_subscribe id="111"] Previous Episode - How To Buy A House: https://coldbrew.money/7-how-to-buy-a-house/ We talk to Jinesh Mehta who is a first-time homeowner for the past year. We did an episode with Jinesh when had just bought the house in the US around a year ago which is linked above. After one year of owning a house, we discuss with him what are the lessons learned and things that a first-time new homeowner should know. We talk about Maintaining a house Additional finances required for...2021-09-2045 min

Cold Brew Money#63 - Ten Personal Finance Rules That Everyone Should KnowNotes: [podcast_subscribe id="111"] In this episode, we discuss ten personal finance rules that everyone should know. 1) Rule of 72 No. of yrs required to double your money at a given rate, divide 72 by interest rate 2) Rule of 70 Divide 70 by the current inflation rate to know how fast the value of your investment will get reduced to half its present value. 3) 4% Rule for Financial Freedom Corpus Reqd = 25 times of your estimated Annual Expenses CBM Episode on Retiring: https://coldbrew.money/34-how-much-you-need-to-retire-%f0%9...2021-09-1345 min

Cold Brew Money#62 - 5 Misconception For Beginner Investors[podcast_subscribe id="111"] Misconception 1: Lower priced stocks go up faster than higher-priced stocks (penny stock vs. Amazon/BRK.A/MRF) Stock trading for $3 can double to $6 faster than a stock trading at $1000 to $2000. Example: Ford Oct 2016: $11.74 Sept 2021: $12.89 BRK.A Oct 2016: $215k Sept 2021: $424k Misconception 2: Stock Splits means the stock will go up because the price per share is now lower. You don’t get free shares for stock splits. So quantity increases, but the pr...2021-09-0623 min

Cold Brew Money#61 - How to Value a Stock? Analyzing if Alibaba Is a Good Buy!Description: [podcast_subscribe id="111"] In this episode, we will show a method to value stocks. We will be valuing Alibaba’s stock, doing an Alibaba stock analysis, and what should be the fair value of Alibaba. Using Alibaba’s stock as a case study, we wanted to walk through how you value a stock or a business to find it’s intrinsic value (or fair value or sticker price). We will use Phil Town’s Rule #1 Investing method to value a stock. This book is a great read for anyone starting their inv...2021-08-3041 min

Cold Brew Money#60 - What Are The Superinvestors Buying In Q2 2021? (U.S.A & India)Description: [podcast_subscribe id="111"] 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: All...2021-08-2341 min

Cold Brew Money#53 - Owning A Business vs. Trading SystemsNotes: 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 Dines...2021-07-0531 min

Cold Brew Money#50 - How Tapan Paid Off $10,000 Of Credit Card DebtLinks: 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. --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2021-06-1431 min

Cold Brew Money#49 - Important metrics to include in the checklistEpisode Notes: In this episode, we talk about the importance of having a checklist, talk about the process of building your own checklist, and go over Atit’s checklist. First part: https://coldbrew.money/48-investment-checklist/ Looking for Moats: https://coldbrew.money/10-how-to-look-for-moats/ More about PE and PS ratio: https://coldbrew.money/23-getting-technical-with-pe-pb-and-ps-ratios/ Resources: https://www.fool.com/ http://www.valuepickr.com/ https://coldbrew.money/ Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Money Ra...2021-06-0729 min

Cold Brew Money#48 - Investment ChecklistEpisode Notes: In this episode, we talk about the importance of having a checklist, talk about the process of building your own checklist and go over Atit’s checklist. Resources: Episode on different types of moats https://www.fool.com/ http://www.valuepickr.com/ https://coldbrew.money/ 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 [podcast_subscribe id="111"] ...2021-05-3134 min

Cold Brew Money#42 - In Conversation With Dillon Jacobs From Vintage Value Investing Discussing Investment Strategies, Valuation and Resources To Get StartedToday we have a special guest with us. Dillon Jacobs from Vintage Value Investing. Dillon on his blog talks about investing, value investing strategy, and other resources to get started which we will try to capture in today’s episode. Vintage Value Investing, VVI Membership, Stock Spotlight Newsletter by Dillon Intro - tell us about yourself, what do you do, your investment journey, and how did you learn about value investing? What is value investing? Value vs Growth Investing - can you explain the difference? What are some value investing strategies? What are so...2021-04-191h 00

Cold Brew Money#41 - US Debt and the Modern Monetary TheoryEpisode Notes: In this episode, we discuss the US Debt and the Modern Monetary Theory. Please look at this episode as a very basic understanding on the topic and a jumping board to dive deeper into questions like How is money created? What is the Modern Monetary Theory? Why does the US have so much debt? Is so much debt for a country good? Why can’t the Government print a lot of money? Modern Monetary Theory: Governments (like the U.S., U.K., Japan, and Canada) do not rely on...2021-04-1241 min

Cold Brew Money#40 - Macro Indicators for Q1 2021 & Tapan's March Expense Audit Results!Episode Notes: We discuss macro-indicators for Q1 2021 and Tapan’s March Expense Audit. Ep 28 - Previous Macro Indicator Episode Ep 36 - Tapan’s First Week of March Expense Audit Episode All Streaming Platforms: [podcast_subscribe id="111"] Resources: The Internet Said So Simplanations - Cola Wars Business Wars - Pepsi vs Coke Palak’s Thread on Nirma Cold Brew Money Links Subscribe to Cold Brew Money | About Cold Brew Money | Cold Brew Money All Episodes | Cold Brew Mo...2021-04-0530 min

Cold Brew Money#39 - In Conversation With Thomas Chua From Steady Compounding Discussing Fundamental Analysis and Quality Growth CompoundersEpisode Notes: Thomas Chua is a Singapore-based investor and founder of Steady Compounding. We discuss: Deep Value vs. Quality Growth Fundamental Analysis for Growth Companies - customer satisfaction, employee satisfaction, retention rates, founder-led, Twitter Mental Models - Circle of Competence, Anchoring, Opportunity Cost, Compounding Worst Investment Mistake Resources for Investors About Steady Compounding Thomas LinkedIn | Thomas Twitter | Steady Compounding Website | Steady Compounding Newsletter Resources: Monish Pabrai, Gautam Baid Rich Dad, Poor Dad by Robert Kiyosaki The Joys of Compounding by Gautam Baid Warren Buffett Letters Terry Sm...2021-03-2940 min

Cold Brew Money#38 - Dollar Cost Averaging (DCA) & Pop CultureDescription: Dollar-cost averaging (DCA) is an investment strategy in which an investor divides up the total amount to be invested across periodic purchases of a target asset in an effort to reduce the impact of volatility on the overall purchase. Why DCA? Removes attempt for timing in the market You don’t need large sums to invest but can invest consistently Neutralize short-term volatility You remove sentiments, biases, and emotions as you have predetermined the amount and equity Resources: Principles by Ray Dalio Cold Brew Money Links [po...2021-03-2229 min

Cold Brew Money#37 - $DIS & Asset Allocation (how do you create your portfolio?)Episode Notes: Diversification reduces risk. It is important to not only diversify across stocks but also across different asset classes. This is key for managing your portfolio. Meb Faber’s study measures performance across 3 asset classes: Stocks, Bonds, and Real Assets. Real Assets include precious metals (like gold and silver) and real estate (REITs). His study also includes different portfolios suggested by investors like Ray Dalio, Warren Buffet, and so on. Full Post Here. Resources: Original paper Global Asset Allocation by Meb Faber Portfolio Tool ...2021-03-1529 min

Cold Brew Money#36 - Tapan's Expense Audit & (Spoiler Free) WandaVisionHosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: http://tapandesai.com/ Subscribe to us: All Streaming Platforms: https://www.linktr.ee/coldbrewmoney/ Anchor: https://anchor.fm/cold-brew-money Apple Podcast: https://podcasts.apple.com/us/podcast/cold-brew-money/id1519033586?uo=4 Spotify: https://open.spotify.com/show/6JGA2DhWwEXaZaSQGXTnyD YouTube: https://www.youtube.com/channel/UC_RG7_bt43OWD2DANl2HpAA?view_as=subscriber Follow us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ --- Send...2021-03-0829 min

Cold Brew Money#35 - $BRK Shareholder letter & NFTsResources: https://variant.mirror.xyz/T8kdtZRIgy_srXB5B06L8vBqFHYlEBcv6ae2zR6Y_eo https://theirrelevantinvestor.com/2021/02/23/im-in-the-mania/ https://www.coindesk.com/what-are-nfts https://www.notboring.co/p/power-to-the-person-audio Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: http://tapandesai.com/ Subscribe to us: All Streaming Platforms: https://www.linktr.ee/coldbrewmoney/ Anchor: https://anchor.fm/cold-brew-money Apple Podcast: https://podcasts.apple.com/us/podcast/cold-brew-money/id1519033586?uo=4 Spotify: https://open.spotify...2021-03-0130 min

Cold Brew Money#34 - How Much $$ You Need To Retire? 🤔Twitter Thread by 10-K Diver on the topic: https://twitter.com/10kdiver/status/1363230660479967232?s=20 Article on Financial Freedom: https://www.lynalden.com/financial-freedom/ The Knowledge Pipeline: https://tapandesai.com/the-knowledge-pipeline/ Book Recommendation: The Automatic Millionaire by David Bach In this episode, we talk about how much money you need to retire? Here are the components - Expenses, Inflation Savings Rate, Expected Return on Portfolio Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: http://tapandesai.com/ Subscribe to us: All S...2021-02-2227 min

Cold Brew Money#32 - SPACs, SPACs EverywhereWe are talking about Special Purpose Acquisition Companies (SPACs), what are SPACs? Why are they hot right now? Are SPACs good or bad? This is your basic guide to SPACs. Motley Fool on SPAC: https://www.fool.com/investing/2020/09/25/how-to-invest-in-spacs/ Subreddit on SPACs: https://www.reddit.com/r/SPACs/comments/h0bxbk/the_beginners_guide_to_spacs/ Chamath on Twitter ---------------- Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: http://tapandesai.com/ Subscribe to us: All Streaming Platforms: https://www.linktr.ee/coldbrewmoney/ Anchor: https://anchor.fm/cold-brew-money Apple Podcast: https://podcasts.apple.com/us/podcast/cold-brew-money/id1519033586?uo=4 Spotify: h...2021-02-0826 min

Cold Brew Money#31 - GameStonk $GMEWall St Bets: https://www.reddit.com/r/wallstreetbets/ YouTube channel DeepF----Value: https://www.youtube.com/c/RoaringKitty Please note: Information is only for educational purposes and should not be relied upon as investment advice. About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses, and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We will be ta...2021-02-0143 min

Cold Brew Money#30 - Electric Vehicles with Dhaval Shroff ($TSLA, $NIO and more)Dhaval on What the HAT!? - http://links.whatthehatpodcast.com/qEt3o Connect with Dhaval- https://www.linkedin.com/in/dhavalshroff/ About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses, and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We will be talking about budgeting, scheduling, investing in stocks, bonds, index fu...2021-01-2550 min

Cold Brew Money#29 - Life Skills That We Are Not Taught In SchoolTapan's blog post- https://tapandesai.com/life-skills-not-taught-in-school/ How to decide- https://www.amazon.com/How-Decide-Simple-Making-Choices-ebook/dp/B07TRJB3S3 About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses, and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We will be talking about budgeting, scheduling, investing in stocks, bonds, index funds, valuation, an...2021-01-1825 min

Cold Brew Money#28 - Macro IndicatorsMore Indicators: https://tradingeconomics.com/indicators Atit's Substack: https://atitkothari.substack.com/ About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses, and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We will be talking about budgeting, scheduling, investing in stocks, bonds, index funds, valuation, and a lot more all while sipping on...2021-01-1129 min

Cold Brew Money#27 - YouTube Monetization with Yudi JAbout Guest: Special guest this week is a software team manager and YouTuber, coming from a humble background in India to living the American dream and having a successful YouTube channel with 94K + followers YouTube: https://www.youtube.com/channel/UCu6WUWDl9tx7bn2e8jy7sNw Yudi's episode with What the HAT!?: YouTube: http://links.whatthehatpodcast.com/9wjkh Apple:http://links.whatthehatpodcast.com/2o9s23 Spotify: http://links.whatthehatpodcast.com/E2rt Anchor: http://links.whatthehatpodcast.com/7kVTJ 2021-01-0432 min

Cold Brew Money#26 - Our systems, mental models and year-end reflections for 2020In this last episode of 2020, we discuss our best mental models, systems, and a special rapid-fire. About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses, and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We will be talking about budgeting, scheduling, investing in stocks, bonds, index funds, valuation, and a lot more all wh...2020-12-2838 min

Cold Brew Money#25 - How to Build a Passive Portfolio?Today we are continuing our discussion around Passive Investing Tapan’s Funds FTSE Developed World ex-U.K. Equity Index Fund - Accumulation (large and mid-sized companies excluding UK, low fee) - tracks fund across developed worlds including US, EU FTSE U.K. All Share Index Unit Trust - Accumulation (all UK shares) - high yield, gold rated, only UK stocks U.S. Equity Index Fund - Accumulation (All US Index, want to move towards S&P 500 in the future) - all US stocks Global Bond Index Fund - Hedged Accumulation (Global Bond - Co...2020-12-2142 min

Cold Brew Money#24 - Should You do Passive Investing?In this episode we discuss: Active vs Passive Why choose passive investing? So what is an Index fund? The beauty of the index fund? Limitation of index fund About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We will be talking about budgeting, scheduling, in...2020-12-1425 min

Cold Brew Money#23 - Getting Technical with PE, PB, and PS RatiosIn today's episode, we discuss PE, PB, and PS ratios. - Why do they matter? - How to calculate? - What should you compare it to? About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We...2020-12-0729 min

Cold Brew Money#22 - Let's discuss Credit CardsWe are discussing credit cards in today’s episode. Do you need a credit card? Do credit scores matter? Types of credit cards? Which card should you pick? Using budgeting apps to manage credit cards Credit Card Fees Resources I will teach you to be rich by Ramit Sethi (Book) Nerdwallet.com Moneysavingsexpert.co.uk About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses and a lot more. We discuss money because your friends and family don’t. Th...2020-11-3032 min

Cold Brew Money#21- Cryptocurrency: Tying up loose endsAbout Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses, and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We will be talking about budgeting, scheduling, investing in stocks, bonds, index funds, valuation, and a lot more all while sipping on coffee! Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: ht...2020-11-2320 min

Cold Brew Money#20 - Cryptocurrencies! What are they and should you buy it?!About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses, and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We will be talking about budgeting, scheduling, investing in stocks, bonds, index funds, valuation, and a lot more all while sipping on coffee! Today we have with us, Ian Phillips. Ian Philips is a...2020-11-1645 min

Cold Brew Money#19 - Should you update your portfolio based on US elections?In this episode we answer this question - should you update your investment portfolio based on the US elections? Resources: https://www.thebalance.com/presidential-elections-and-stock-market-returns-2388526 https://www.forbes.com/sites/sergeiklebnikov/2020/07/23/historical-stock-market-returns-under-every-us-president/?sh=586c50faaf4d https://markets.businessinsider.com/news/stocks/stock-market-impact-president-election-congressional-makeup-democrats-republicans-party-2020-7-1029374181 https://www.investopedia.com/presidents-and-their-impact-on-the-stock-market-4587369 Extra Credit: Presidential Election Cycle Theory Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: http://tapandesai.com/ Subscribe to us: Anchor: https://anchor.fm/c...2020-11-0919 min

Cold Brew Money#18 - Valuing your IPL Team About Cold Brew Money: Cold Brew Money is a podcast about finance, investing, businesses and a lot more. We discuss money because your friends and family don’t. There is a stigma around the topic of money, people don't want to discuss finance. We believe it's important to not only discuss finance but also master it. We will be talking about budgeting, scheduling, investing in stocks, bonds, index funds, valuation, and a lot more all while sipping on coffee! References mentioned in the episode: https://www.qwixpert.com/why-a-business-case-approach-to-costs-of-owning-an-ipl-team-is-more-prudent...2020-11-0233 min

Cold Brew Money#17 - More Mental ModelsWe are continuing our discussion around Mental Models. Here are the mental models we discuss in today’s episode Correlation and Causation Law of Diminishing Returns Margin of Safety Social Proof Randomness Ergodicity Opportunity Cost Lindy Effect Network Effects Switching Cost Inertia Resources: Nassim Taleb - Fooled by Randomness: https://www.goodreads.com/book/show/38315.Fooled_by_Randomness Atit Kothari - Mental Models Blog- https://atitkothari.substack.com/p/framework-for-looking-for-gems Tapan Desai - Mental Models - https://tapandesai.com/mental-models/ Tapan Desai - Mo...2020-10-2630 min

Cold Brew Money#16 - Let's talk about Mental ModelsEpisode Notes: We are discussing Mental Models in today’s episode. Specifically, important Mental Models that you can use in investing. What are mental models? Why are mental models important? First Principles Circle of Competence Inversion First-order, second-order, third-order thinking Occam’s Razor Resources Tim Ferriss Show - Naval Ravikant Episode - https://www.youtube.com/watch?v=-7J-Gwc9pVg Shane Parrish - Farnam Street - https://fs.blog/ The Knowledge Project- https://fs.blog/knowledge-project/ Poor Charlie’s Almanac- https://www.goodreads.com/bo...2020-10-1934 min

Cold Brew Money#15 - In conversation with Divraj Singh Pannu, an Equity Research Analyst about intraday and long-term investingEpisode Notes: We are talking to Divraj Singh Pannu in this episode who is an Equity Research Analyst. We discuss - his role and responsibilities relating to stock research such as valuing equity for a long term investment and intra-day trading. he discusses the differences between trading and investing and why beginners should avoid intra-day trading Leverage and risk Basics of intraday trading Long term investing and valuing a company How do you identify a business to start investing Portfolio allocations | Divraj LinkedIn: https://www.linkedin...2020-10-1258 min

Cold Brew Money#14 - Economics of moving to a new countryTapan recently moved to a new country, so we are discussing what goes into moving in terms of finance. We are discussing: 1. Carrying Forex and Foreign Currency 2. Temporary Accomodation 3. Renting 4. Banking and Investing Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: http://tapandesai.com/ --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2020-10-0526 min

Cold Brew Money#12 - Intro to ValuationWe cover: - what does valuing means? - why do you value a company? - how do you even pick a company to value? - important parameters do you need to look at to value a company? - how to track the stock against your valuation? Atit Kothari: https://kothariatit.com/ Tapan Desai: http://tapandesai.com/ Please note: Information provided in this is only for educational purposes and should not be relied upon as investment advice. ...2020-09-2138 min

Cold Brew Money#10 - How to look for MoatsWe try to quantify moats in this week's episode. Episode Notes: We are continuing our discussion around moats from the previous episode. In this episode, we are discussing how to read a financial statement. There are 3 types of financial statements- Income Statement Balance Sheet Cash Flow Statement We are discussing what are the most important parameters that you should look at when investing from the financial statements. Resources Mentioned: William Ackman: Everything You Need to Know About Finance: https://www.youtube.com/watch?v=WEDIj9JBTC8 2020-09-0834 min

Cold Brew Money#9 - All about that MoatWe cover: What are moats? Why are they important? What are the different kinds of moats? About Hosts: Atit Kothari: http://kothariatit.com/ Tapan Desai: https://tapandesai.com/ --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2020-08-3127 min

Cold Brew Money#8 - Getting started with InvestingEpisode Notes: Today we are talking about getting started with investing. We are hoping to share some actionable items, will discuss how Atit and I got started, our personal stories, and failures. We both believe in value investing. So these will be long term ideas. This episode won’t be for you if you want to do intraday investments. Strategies: Think you will be owning the business before buying the stocks Think long-term, 3-year minimum Protect your downside Circle of Competence Dollar-Cost Averaging The portfolio’s Disc...2020-08-2431 min

Cold Brew Money#6 - Passive IncomeToday we talk about: - How to build passive income - How long it would take you to make substantial revenue from passive income sources - Why passive income source is important especially today About Hosts: Atit Kothari: http://kothariatit.com/ Tapan Desai: https://tapandesai.com/ --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2020-08-1021 min

Cold Brew Money#5 - CompoundingEpisode Notes: Today we will be covering a very important, if not the most important, topic in investing - Compounding. Compounding as a concept is applicable to everything. The most important variable is time. You need to start early to truly harvest the full potential of compounding, especially if you’re an investor! Resources Mentioned: The Compound Effect by Darren Hardy Atit Kothari: https://kothariatit.com/ Tapan Desai: http://tapandesai.com/ --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2020-08-0314 min

Cold Brew Money#4 - Automating your financesToday we talk about: - Why you should automate your finances - How to automate your finances - Tools, books, and recommendations for automation About Hosts: Atit Kothari: http://kothariatit.com/ Tapan Desai: https://tapandesai.com/ --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2020-07-2729 min

Cold Brew MoneySpecial: Tapan's Coronavirus StoryTapan recently got tested positive for Coronavirus. In this episode, he shares his experience fighting the virus, hospital system in Mumbai, and the importance of having Mediclaim. Read his story here: http://tapandesai.com/coronavirus-story We talk about money because your friends and family won't. About Hosts: Atit Kothari: http://kothariatit.com/ Tapan Desai: https://tapandesai.com/ --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2020-07-2311 min

Cold Brew Money#3 - BudgetingEpisode Notes: We are talking about budgeting. We are discussing why budgeting is important and how should your budget? One of the most common strategies for budgeting is the 50-30-20 split. 50% of your income goes to needs, 30% to your wants, and 20% to your needs. However, the most important part is accounting for and saving 20% before you go about spending on your wants. Find out more in this episode! About Hosts: Atit Kothari: http://kothariatit.com/ Tapan Desai: https://tapandesai.com/ --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2020-07-2021 min

Cold Brew Money#2 - Best. Personal. Advice. Ever.Best personal advice we've ever come across. We talk about money because your friends and family won't. About Hosts: Atit Kothari: http://kothariatit.com/ Tapan Desai: https://tapandesai.com/ --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2020-07-1302 min

Cold Brew Money#1 - Laying the groundworkWe talk about money because your friends and family won't. About Hosts: Atit Kothari: http://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Books mentioned in the episode: MONEY: Master the game Rich Dad, Poor Dad Podcast Recommendation I will teach you to be rich Total Money Makeover --- Send in a voice message: https://anchor.fm/cold-brew-money/message 2020-06-1726 min