Punch Card Investing
Episodes
115 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...
DSW Capital ($DSW.L) - Firm Discussions | Ep. 6
We discuss DSW Capital with Tristan Waine of Hurdle Rate.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get ...
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Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]
Is this contrarian pharmaceutical bet a great opportunity, or just another di-worsification blunder? Mike discusses Bayer stock and some potential scenarios that lay ahead.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our D...
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Nelnet, Inc. ($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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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...
International Workplace Group ($IWG.L) - Firm Discussions | Ep. 4
We discuss International Workplace Group with Andrew Marshall of Capital Mindset.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check...
Why Are UK Stocks Cheap? - Punch Card Investing [Ep. 103]
Are UK stocks cheap? If so, what makes them cheap?SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www...
L'Occitane International SA ($LCCTF) - Firm Discussions [Ep. 3]
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/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-C...
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The Contrarian Bet on China - Contrarian Corner [Ep. 2]
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://b...
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Reviewing Patrick's Watchlist Stocks! - Punch Card Investing [Ep. 102]
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/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https...
Sequoia Financial Group ($SEQ.AX) - Firm Discussions [Ep. 2]
In this 2nd episode of Firm Discussions, we discuss Sequoia Financial Group with Tristan Waine of Hurdle Rate.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT...
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Analyzing a Company's Moat - Punch Card Investing [Ep. 101]
What is a company moat? What makes for a good, resilient company moat? We discuss how we would analyze a company's moat.SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP...
Superinvestor Updates! (August 13Fs for Q2 2023) - Punch Card Investing [Ep. 100]
On this 100th episode of the show, we review the Q2 2023 13Fs! We discuss what top value investors did during the second quarter of the year.SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekinga...
tinyBuild ($TBLD) - Firm Discussions [Ep. 1]
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/PCIs...
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Nobody Likes This Buyback Machine - Contrarian Corner [Ep. 1]
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/PCIsee...
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Does Contrarian Investing Work? - Punch Card Investing [Ep. 99]
What is contrarian investing? And is it even worth it?SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https:/...
How to Evaluate Management - Punch Card Investing [Ep. 98]
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://...
Give Me Your Best Investment Idea Right Now (July 2023) - Punch Card Investing [Ep. 97]
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....
Buffett Doubles Down?! - Punch Card Investing [Ep. 96]
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...
Value Traps and Financial Red Flags - Punch Card Investing [Ep. 95]
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/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get ...
The Stock Market is Approaching All Time Highs (Again) - Punch Card Investing [Ep. 94]
The stock market is making its way towards its all time highs set at the end of 2021. With many stocks becoming increasingly expensive, we discuss where some potential opportunities might be.SEEKING ALPHA-Sign Up for Seeking Alpha U...
Are Microcaps Better? - Punch Card Investing [Ep. 93]
Are microcaps really a superior class of stocks for value investors?SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months...
What Top Investors Are Buying (May 13Fs for Q1 2023) - Punch Card Investing [Ep. 92]
The Q1 2023 13Fs are here! We discuss what top value investors did during the first quarter of the year.SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP PORTFOLIO-C...
Lessons from Berkshire Hathaway Weekend - Punch Card Investing [Ep. 91]
Jack is back from Omaha after hosting the 1st ever Punch Card Investing meetup, and we recap some of the key lessons from this year's Berkshire Hathaway annual meeting.SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link:...
MAJOR Earnings Season ($GOOG, $AMZN, $META, & More!) - Punch Card Investing [Ep. 90]
It's earnings season! We discuss some of the recent earnings news, especially that around big tech (like $GOOG, $AMZN, and $META).SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha