Cold Brew Money
No hot stock tips here. Just patient, thoughtful analysis for serious, long-term investors.
Our goal is to find long-term, high-quality compounders. We do this by sharing:
- In-Depth Company Deep Dives: We analyze businesses to understand what makes them truly great.
- Investing Book Reviews: We dissect the strategies of the world's best investors to find actionable insights.
- Practical, Data-Driven Valuation: We don't just talk theory. We use Screenwich to put these ideas into practice and find a company's fair value.
We are students of investing legends like Warren Buffett and Charlie Munger. Our philosophy is simple:
1. Find good, understandable businesses.
2. Ensure they have a strong moat and great management.
3. Buy them at a fair price.
Did Paramount Just Steal Warner Bros From Netflix?
I Recalculated Lululemon’s Fair Value (After Q3 Earnings)
Burry vs Buffett: The 2025 Market Split
Is Nike Dead? Why I’m Not Selling.
Why The "Big Short" Guy Bet Big on LULULEMON
Everyone says GOOGLE is dead. (We did the math).
The Market Hates Chipotle. The Numbers Don't.
Should You BUY META Stock In 2025?
How Did Mohnish Pabrai Get Rich?
Cathie Wood's ARKK Fund Doomed to FAIL!? (We Value the Stocks!)
STOCKS Smart Money is Buying NOW!
Who is MrBeast and How Rich Is He?
Reasons To Sell META & Alibaba | CBM After Hours
Mohnish Pabrai Free Lunch Portfolio [CBM August Update 2022]
10 Mental Models BEFORE you INVEST in a Growth Company
401K - Good Or Bad? | CBM After Hours
How To Become A VALUE Investor Like Guy Spier
Did Dunder Mifflin OVERPAY Michael Scott Paper Company?
3 Recession Proof Stocks | Investing During A Recession
Is Prosus Still A BUY? | Prosus (PRX.AS, PROSY) Stock Analysis
9 Lessons From Mohnish Pabrai's Dhandho Investor
Stock Market Crash 2022 - 5 THINGS YOU SHOULD DO!
The BIGGEST Investing Lesson from Buffett & Munger
Should You BUY the COINBASE DIP? | COINBASE ($COIN) STOCK ANALYSIS
Warren Buffett's Spending Spree! | Warren Buffett 13F & Portfolio Update
APPLE - MICHAEL BURRY’S NEXT BIG SHORT
3 Stocks BETTER than ALIBABA
STOCK MARKET CRASH - Our PORTFOLIO is in TROUBLE!
Warren Buffett - Best Thing You Can Do During Inflation? | Berkshire Hathaway Annual Meeting
Google A Buy Now? | GOOGLE ($GOOGL) STOCK REVIEW