Punch Card Investing
Chatting about everything value investing, all while trying to punch one more investment off of the card.
Podcasting since 2021 • 115 episodes
Punch Card Investing
Latest Episodes
A Tribute to Charlie Munger - Punch Card Investing [Ep. 105]
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/PCIseekingalphaOUR GRO...
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Episode 105
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33:29
DSW Capital ($DSW.L) - Firm Discussions | Ep. 6
We discuss DSW Capital with Tristan Waine of Hurdle Rate.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get ...
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Episode 6
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1:25:41
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Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]
Is this contrarian pharmaceutical bet a great opportunity, or just another di-worsification blunder? Mike discusses Bayer stock and some potential scenarios that lay ahead.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our D...
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Episode 3
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24:46
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Nelnet, Inc. ($NNI) - Firm Discussions | Ep. 5
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/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Ge...
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Episode 5
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1:01:58
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Navigating a Business Decline - Punch Card Investing [Ep. 104]
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.l...
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Episode 104
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1:06:10