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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 podcasts, watching videos, and making mistakes. They are here to discuss these ideas with everyone. 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!

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Episodes

  1. #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...

  2. #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...

  3. #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:...

  4. #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:...

  5. #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...

  6. #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…

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  7. #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...

  8. #113 - Is Prosus Still A Buy? | Prosus (PRX.AS, PROSY) Stock Analysis

    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...

  9. #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:...

  10. #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…

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  11. #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:...

  12. #109 - University of Berkshire Hathaway (Warren Buffett & Charlie Munger) | Everything You Need To Know About Investing

    Tapan 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...

  13. #108 - COINBASE - BARGAIN or a VALUE TRAP?

    We go over Coinbase's business model, management, valuation, and current news. Find out after the 75% decline of Google ($COIN) is it a buy? Should you buy Coinbase at the current fair value? We run the business through our CBM Toolbox to see if after the 75% decline Coinbase stock is a buy or...

  14. #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...

  15. #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...

  16. #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…

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  17. #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...

  18. #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...

  19. #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…

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  20. #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...

  21. #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…

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  22. #99 - We cloned Mohnish Pabrai and bought this stock | Prosus (Prx.as, Prosy) stock analysis

    M1 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...

  23. #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...

  24. #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...

  25. #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...

  26. #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...

  27. #94 - INTEL ($INTC) A GOOD BUY? (2022)

    M1 Finance: Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2 Timestamps: Intro: 00:00 Business Model: 00:16 CBM Checklist: 03:57 Fair Value: 07:42 Verdict: 09:34 In this episode, we are deep-diving into Intel and determining if it is currently a…

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  28. #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...

  29. #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...

  30. #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):...

  31. #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…

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  32. #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...

  33. #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:...

  34. #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...

  35. #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:...

  36. #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...

  37. #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…

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  38. #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:...

  39. #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...

  40. #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...

  41. #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…

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  42. #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...

  43. #78 - We Are Investing $12,000 In Stocks - CBM PORTFOLIO 2022 EXPLAINED! $TTWO STOCK ANALYSIS

    [podcast_subscribe id="111"] Timestamp Anchor: Intro - Happy New Year: 00:00 CBM Portfolio Explained: 02:49 TTWO Analysis: 10:39 You could use our M1 Investment link to sign-up and support us at no extra cost to you- https://m1.finance/4rT5a5LrOAJ2 We are investing in the public and we want you…

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  44. #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...

  45. #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…

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  46. #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...

  47. #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...

  48. #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:...

  49. #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,...

  50. #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:...

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ABOUT THIS SHOW

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 podcasts, watching videos, and making mistakes. They are here to discuss these ideas with everyone. 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!

HOSTED BY

Atit Kothari and Tapan Desai

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does Cold Brew Money have?

Cold Brew Money currently has 121 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Cold Brew Money about?

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 podcasts, watching videos, and making mistakes. They are here to discuss these ideas with everyone. There...

How often does Cold Brew Money release new episodes?

Cold Brew Money publishes regularly with 121 episodes available. Check the episode list for the typical release schedule.

Where can I listen to Cold Brew Money?

You can listen to Cold Brew Money on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Cold Brew Money?

Cold Brew Money is created and hosted by Atit Kothari and Tapan Desai.
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