Punch Card Investing

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

  1. 2023. 12. 02.

    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/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's Channel: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​ _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

    33분
  2. DSW Capital ($DSW.L) - Firm Discussions | Ep. 6

    2023. 11. 14.

    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/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 -Firm Returns: https://www.youtube.com/@FirmReturns/ #valueinvesting​​​ #investing​​ #firmdiscussions _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

    1시간 26분
  3. Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]

    2023. 11. 01.

    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/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 MIKE'S CHANNEL -Sharp Investing: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA #valueinvesting​​​ #investing​​ #contrariancorner _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

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

    2023. 10. 23.

    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/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 -Firm Returns: https://www.youtube.com/@FirmReturns/ _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

    1시간 2분

  5. 2023. 10. 21.

    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/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's Channel: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​ _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

    1시간 6분
  6. International Workplace Group ($IWG.L) - Firm Discussions | Ep. 4

    2023. 10. 09.

    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/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 -Firm Returns: https://www.youtube.com/@FirmReturns/ #valueinvesting​​​ #investing​​ #firmdiscussions _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

    58분

  7. 2023. 09. 30.

    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/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: https://www.youtube.com/channel/UC7u8aIaBDkjznE2loYirrOg -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​ #valueinvesting​​​ #investing​​ _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

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

    2023. 09. 25.

    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/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 -Firm Returns: https://www.youtube.com/@FirmReturns/ _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

    43분
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소개

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

정보

  • 제작진
    Punch Card Investing
  • 방송 연도
    2022년 - 2023년
  • 에피소드
    115
  • 등급
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    © 2023 Punch Card Investing
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    Punch Card Investing