After months of hard work, we have released our biggest product till date! ๐๐๐
THE CBM TOOLBOX ๐งฐ
It helps you analyse businesses in the US and India ๐
Check it out ๐๐ฝ
https://t.co/mgNQIyl0Em
โจNew episode is out
We all know who @MrBeast is but we wanted to estimate how big was the MrBeast brand! ๐ค
We do just that in this episode๐๐ฝ
P.S.: Itโs one of the quickest to reach a 1000 views on our channel๐ฅ
https://t.co/nUkBgU4B7E
New episode is out โจ
We made an episode on Mohnish Pabrai's Free Lunch Portfolio in January. Today we provide an update on how's it doing! ๐ฐ
It's a funny one - watch to see how we might be wrong on Chipotle ($CMG)
๐ฝ๏ธ Video: https://t.co/0XGTVR6Pf5
Back to back releases... whaaattt!
CBM After Hours is out!
We discuss if we are in a recession, FAANG earnings, and provide a portfolio update!
Check it out ๐๐ฝ
https://t.co/qsX0F2HmLl
New episode is out โจ
We cover the FAANG earnings (minus Netflix) ๐ธ๐ธ
and
Go on a rant about the recent updates to Instagram ๐
We have invested in $META and discuss if the latest earnings changes our strategy? ๐ค
https://t.co/tF4yyz8AUs
We kick-off a new series today ๐ป
Itโs called CBM After Hours!
We discuss what is happening in the investing world over the previous week and general banter on finance ๐ค
Hereโs the first episode discussing Nancy Pelosi, 401K, and Creator Economy ๐
https://t.co/gPHenoYI6R
๐ฐ discuss 4 important lessons by @GSpier from the book The Education of a Value Investor
๐ง Learn from the living and the dead
๐จ Build your own Omaha
โ๏ธ Think like a pilot
โ๏ธ Build a checklist
โจ New episode is out ๐๐ฝ
We are back!
And the latest episode is a fun one!
The Office is one of our favourite shows and one question that we have thought a lot about -
DID DUNDER MIFFLIN OVERPAY MICHAEL SCOTT?
Here's how much they should have actually paid
๐ฝ๏ธ https://t.co/Ml7JLSBZ5x
We have been on a summer break but new episode comes out this week!
And itโs special ๐
Itโs a really different idea than we usually do!
Excited ๐ฅณ๐ฅณ
Brilliantly laid out by @SteadyCompound ๐ฅ
It is more important to invest in a business with a growing moat than a wide one ๐ฐ
If you focused only on the size of the moat you might have invested in Yahoo over Google ๐คฏ
Read it here๐๐ฝ
https://t.co/tgAoaY0qOh
You know we love buybacks! ๐ช๐ผ
Prosus (https://t.co/bUxWJImagR) announces buyback which will be funded by selling some of their stake in Tencent (0700HK)
They owned about $136B stake in Tencent while Prosus was trading at $116B
Talk about giving back to your shareholders ๐ป