Punch Card Investing
Chatting about everything value investing, all while trying to punch one more investment off of the card.
Episodes
On November 28, 2023, Charlie Munger passed away. We discuss some of our favorite lessons from one of the investing GOATs.
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OUR GROUP PORTFOLIO
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OUR DISCORD
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We discuss DSW Capital with Tristan Waine of Hurdle Rate.
SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
JAMES'S CHANNEL
-Fi...
Is this contrarian pharmaceutical bet a great opportunity, or just another di-worsification blunder? Mike discusses Bayer stock and some potential scenarios that lay ahead.
SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
We discuss Nelnet with Ryan & Brett of Chit Chat Money.
SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
JAMES'S CHANNEL
-...
Business is hard. Downturns, struggles, missteps, and difficulties are bound to happen. Mike and Jack discuss business ownership and navigating bad times.
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investin...
We discuss International Workplace Group with Andrew Marshall of Capital Mindset.
SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
JAME...
Are UK stocks cheap? If so, what makes them cheap?
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
SUBSCRIBE TO OUR CHANNELS
-Patrick's Channel:...
We discuss L'Occitane International SA with Michael Fritzell of Asian Century Stocks.
SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
...
Welcome back to Contrarian Corner! In this episode, Mike analyzes Alibaba and Pinduduo, two Chinese mega-companies that might be worth a closer look.
SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch...
We talk about some of the stocks on Patrick's watchlist.
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
SUBSCRIBE TO OUR CHANNELS
-Patrick&apos...
In this 2nd episode of Firm Discussions, we discuss Sequoia Financial Group with Tristan Waine of Hurdle Rate.
SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discor...
What is a company moat? What makes for a good, resilient company moat? We discuss how we would analyze a company's moat.
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg...
On this 100th episode of the show, we review the Q2 2023 13Fs! We discuss what top value investors did during the second quarter of the year.
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: ht...
This is the first episode of a new series: Firm Discussions. In this episode, we discuss tinyBuild, a video gaming company based in the US.
SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Inve...
Welcome to Contrarian Corner! In this episode, Mike analyzes Liberty Global, a company whose stock has been beaten down in recent months.
SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Invest...
What is contrarian investing? And is it even worth it?
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
SUBSCRIBE TO OUR CHANNELS
-Mike Sharp's C...
We discuss how to evaluate management, including spotting red flags! What makes for a good management for a company? And what makes for not so good management?
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Inv...
It's time for another best ideas stream! We once again attempt to answer the Charlie Munger inspired prompt: "Give me your best investment idea right now."
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Pun...
Buffett buys more in Japan, Alibaba is switching CEOs, and there's some action over at Paramount. We discuss some of what's going on in the value investing world.
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-P...
We discuss potential value traps and financial red flags in stock investing.
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha
OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
SHAMELESS CLONER MERCH
-...
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