
#82 - We Bought First Stock For 2022 In Our Portfolio (Meta Platforms)
Zongo Le Dozo
Description
<p>[podcast_subscribe id="111"]</p> <p>Use our M1 Finance referral code to sign-up and get a $50 bonus: https://m1.finance/4rT5a5LrOAJ2</p> <p>This also supports our channel 😀</p> <p>Timestamps:</p> <p>Intro: 00:00</p> <p>Company overview: 01:30</p> <p>Meta's Mind Map: 10:00</p> <p>CBM Checklist: 14:00</p> <p>MOAT score: 16:30</p> <p>MOAT Numbers: 21:35</p> <p>Management Score: 22:55</p> <p>Fair value: 25:00</p> <p>Final Summary: 29:10</p> <p>Description:</p> <p>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 using the Buffett pillars to analyze these companies which are</p> <p>Does the company have meaning to us?</p> <p>Does it have a strong competitive advantage?</p> <p>Is the management honest and smart?</p> <p>Is the business selling at a discount?</p> <p>Today’s company is Meta. We will be going through the company overview, MOAT, management, and valuation for the company.</p> <p>Keep watching to find out if we will be investing our first $1000 in this business.</p> <p>Useful links:</p> <p>All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/</p> <p>About Cold Brew Money: https://coldbrew.money/about/</p> <p>All Cold Brew Money Episodes: https://coldbrew.money/episodes/</p> <p>Cold Brew Money Tools: https://coldbrew.money/tools/</p> <p>Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney</p> <p>Hosts:</p> <p>Atit Kothari: https://kothariatit.com/</p> <p>Tapan Desai: https://tapandesai.com/</p> <p>Atit’s Newsletter: https://atitkothari.substack.com/</p> <p>Tapan’s Newsletter: https://tapandesai.substack.com/</p> <p>Contact Us:</p> <p>Twitter: https://twitter.com/coldbrewmoney</p> <p>Instagram: https://www.instagram.com/coldbrewmoney/</p> <p>Disclaimer:</p> <p>The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking indepe
Uploader
Episodes
#82 - We Bought First Stock For 2022 In Our Portfolio (Meta Platforms)
Zongo Le Dozo