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.
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/yj...
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
-...
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Burden is a documentary series that takes listeners into the hidden places where justice is done (and undone). It dives deep into the lives of heroes and villains. And it focuses a spotlight on those who triumph even when the odds are against them. Season 5 - The Burden: Death & Deceit in Alliance On April Fools Day 1999, 26-year-old Yvonne Layne was found murdered in her Alliance, Ohio home. David Thorne, her ex-boyfriend and father of one of her children, was instantly a suspect. Another young man admitted to the murder, and David breathed a sigh of relief, until the confessed murderer fingered David; “He paid me to do it.” David was sentenced to life without parole. Two decades later, Pulitzer winner and podcast host, Maggie Freleng (Bone Valley Season 3: Graves County, Wrongful Conviction, Suave) launched a “live” investigation into David's conviction alongside Jason Baldwin (himself wrongfully convicted as a member of the West Memphis Three). Maggie had come to believe that the entire investigation of David was botched by the tiny local police department, or worse, covered up the real killer. Was Maggie correct? Was David’s claim of innocence credible? In Death and Deceit in Alliance, Maggie recounts the case that launched her career, and ultimately, “broke” her.” The results will shock the listener and reduce Maggie to tears and self-doubt. This is not your typical wrongful conviction story. In fact, it turns the genre on its head. It asks the question: What if our champions are foolish? Season 4 - The Burden: Get the Money and Run “Trying to murder my father, this was the thing that put me on the path.” That’s Joe Loya and that path was bank robbery. Bank, bank, bank, bank, bank. In season 4 of The Burden: Get the Money and Run, we hear from Joe who was once the most prolific bank robber in Southern California, and beyond. He used disguises, body doubles, proxies. He leaped over counters, grabbed the money and ran. Even as the FBI was closing in. It was a showdown between a daring bank robber, and a patient FBI agent. Joe was no ordinary bank robber. He was bright, articulate, charismatic, and driven by a dark rage that he summoned up at will. In seven episodes, Joe tells all: the what, the how… and the why. Including why he tried to murder his father. Season 3 - The Burden: Avenger Miriam Lewin is one of Argentina’s leading journalists today. At 19 years old, she was kidnapped off the streets of Buenos Aires for her political activism and thrown into a concentration camp. Thousands of her fellow inmates were executed, tossed alive from a cargo plane into the ocean. Miriam, along with a handful of others, will survive the camp. Then as a journalist, she will wage a decades long campaign to bring her tormentors to justice. Avenger is about one woman’s triumphant battle against unbelievable odds to survive torture, claim justice for the crimes done against her and others like her, and change the future of her country. Season 2 - The Burden: Empire on Blood Empire on Blood is set in the Bronx, NY, in the early 90s, when two young drug dealers ruled an intersection known as “The Corner on Blood.” The boss, Calvin Buari, lived large. He and a protege swore they would build an empire on blood. Then the relationship frayed and the protege accused Calvin of a double homicide which he claimed he didn’t do. But did he? Award-winning journalist Steve Fishman spent seven years to answer that question. This is the story of one man’s last chance to overturn his life sentence. He may prevail, but someone’s gotta pay. The Burden: Empire on Blood is the director’s cut of the true crime classic which reached #1 on the charts when it was first released half a dozen years ago. Season 1 - The Burden In the 1990s, Detective Louis N. Scarcella was legendary. In a city overrun by violent crime, he cracked the toughest cases and put away the worst criminals. “The Hulk” was his nickname. Then the story changed. Scarcella ran into a group of convicted murderers who all say they are innocent. They turned themselves into jailhouse-lawyers and in prison founded a lway firm. When they realized Scarcella helped put many of them away, they set their sights on taking him down. And with the help of a NY Times reporter they have a chance. For years, Scarcella insisted he did nothing wrong. But that’s all he’d say. Until we tracked Scarcella to a sauna in a Russian bathhouse, where he started to talk..and talk and talk. “The guilty have gone free,” he whispered. And then agreed to take us into the belly of the beast. Welcome to The Burden.
"SmartLess" with Jason Bateman, Sean Hayes, & Will Arnett is a podcast that connects and unites people from all walks of life to learn about shared experiences through thoughtful dialogue and organic hilarity. A nice surprise: in each episode of SmartLess, one of the hosts reveals his mystery guest to the other two. What ensues is a genuinely improvised and authentic conversation filled with laughter and newfound knowledge to feed the SmartLess mind. Subscribe to SiriusXM Podcasts+ to listen to new episodes of SmartLess ad-free and a whole week early. Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!