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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
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
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
Cold Brew Money
Cold Brew Money
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Monthly Mulling by Tapan Desai
Monthly Mulling by Tapan Desai
Tapan Desai

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