115 episodios

Chatting about everything value investing, all while trying to punch one more investment off of the card.

Punch Card Investing Punch Card Investing

    • Economía y empresa

Chatting about everything value investing, all while trying to punch one more investment off of the card.

    A Tribute to Charlie Munger - Punch Card Investing [Ep. 105]

    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 GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSUBSCRIBE TO OUR CHANNELS-Mike's Channel: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA-...

    • 33 min
    DSW Capital ($DSW.L) - Firm Discussions | Ep. 6

    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 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns: https://www.youtube.com/@FirmReturns/#valueinvesting​​​ #investing​​ #firmdiscussions______________________________...

    • 1h 25 min
    Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]

    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 Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsMIKE'S CHANNEL-Sharp Investing...

    • 24 min
    Nelnet, Inc. ($NNI) - Firm Discussions | Ep. 5

    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 Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns: https://www.youtube.com/@FirmReturns/_________________________________________________Disclaimer:This channel, an...

    • 1h 1 min
    Navigating a Business Decline - Punch Card Investing [Ep. 104]

    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.ly/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSUBSCRIBE TO OUR CHANNELS-Mike's Channel: https://www.youtube.com/c...

    • 1h 6 min
    International Workplace Group ($IWG.L) - Firm Discussions | Ep. 4

    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 Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns: https://www.youtube.com/@FirmReturns/#valueinvesting​​​ #investing​​ #firmdiscussions______...

    • 57 min

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