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.
Cold Brew Money
Is Disney a 'Buy' or a 'Value Trap' at $114?
1 month ago | [YT] | 1
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Cold Brew Money
Interesting to see 1929: The Inside Story of The Greatest Crash in Wall Street History in Barack Obama’s 2025 reading list. Foreshadowing much? 😂🤔
1 month ago | [YT] | 0
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Cold Brew Money
It’s no longer just a merger; it’s a $108B knife fight for Hollywood. 🔪🎬
Netflix thought they had the deal, but Paramount just entered the chat with a higher bid and a major political card.
Is the streaming war finally ending, or just getting started? Watch our full breakdown of the chaos:
2 months ago | [YT] | 0
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Cold Brew Money
Everyone is celebrating the $LULU rally today, but did you see the "Americas" revenue number? The stock price says "Buy," but the domestic data says "Warning."
We did the analysis:
2 months ago | [YT] | 1
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Cold Brew Money
Burry is selling the hype, Ackman is doubling down on the consumer, and Buffett is finally buying a new monopoly.
Here is the full breakdown of the biggest Smart Money moves in 2025.
2 months ago | [YT] | 2
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Cold Brew Money
Be honest: Which shoes are you wearing right now? 👟
2 months ago | [YT] | 1
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Cold Brew Money
We are analysing Nike ($NKE) in the latest video. Check it out!
2 months ago | [YT] | 1
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Cold Brew Money
New video out!
We analyse Lululemon $LULU and find out how much should you pay for the stock.
2 months ago | [YT] | 0
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Cold Brew Money
New video on the Alphabet $GOOG stock coming out soon!
3 months ago | [YT] | 1
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Cold Brew Money
Latest video on Chipote ($CMG) is out!
We look at the business and calculate the fair value of $CMG to see if it's finally "buy the dip" moment.
3 months ago | [YT] | 1
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