Punch Card Investing

Punch Card Investing
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Punch Card Investing

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

  1. 12/02/2023

    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
  2. DSW Capital ($DSW.L) - Firm Discussions | Ep. 6

    11/14/2023

    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 26m
  3. Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]

    11/01/2023

    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...

    25 min
  4. Nelnet, Inc. ($NNI) - Firm Discussions | Ep. 5

    10/23/2023

    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 2m

  5. 10/21/2023

    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 6m
  6. International Workplace Group ($IWG.L) - Firm Discussions | Ep. 4

    10/09/2023

    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______...

    58 min

  7. 09/30/2023

    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.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSUBSCRIBE TO OUR CHANNELS-Patrick's Channel: https://www.youtube.com/channel/UC7u8aIaBDkjznE2loYirrOg-Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​#value...

    1h 6m
  8. L'Occitane International SA ($LCCTF) - Firm Discussions [Ep. 3]

    09/25/2023

    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-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/_________________________________________________D...

    43 min
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About

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

Information

  • Creator
    Punch Card Investing
  • Years Active
    2022 - 2023
  • Episodes
    115
  • Rating
    Clean
  • Copyright
    © 2023 Punch Card Investing
  • Show Website
    Punch Card Investing

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