Cold Brew Money
Subscribe
Sign in
Home
Notes
Screenwich
Archive
About
Is Nike Dead? (Why we're not selling yet!)
The cost of efficiency, the culture reset, and the fair value.
Dec 5, 2025
•
Tapan Desai
1
2
The Market Hates Chipotle Right Now
Is it a broken company, or a broken stock? A rational look at the Q3 numbers.
Nov 9, 2025
•
Cold Brew Money
1
1
A Rational Look at META
A look at META's core business, its future bets, and what it might be worth.
Nov 2, 2025
•
Cold Brew Money
2
2
Cold Brew Money
We talk about money because your friends and family won't.
Subscribe
Recommendations
Monthly Mulling by Tapan Desai
Tapan Desai
Cold Brew Money
Subscribe
About
Archive
Recommendations
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts