115 episodes
Punch Card Investing Punch Card Investing
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- Business
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5.0 • 1 Rating
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Chatting about everything value investing, all while trying to punch one more investment off of the card.
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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-...
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DSW Capital ($DSW.L) - Firm Discussions | Ep. 6
We discuss DSW Capital with Tristan Waine of Hurdle Rate.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns: https://www.youtube.com/@FirmReturns/#valueinvesting #investing #firmdiscussions______________________________...
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Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]
Is this contrarian pharmaceutical bet a great opportunity, or just another di-worsification blunder? Mike discusses Bayer stock and some potential scenarios that lay ahead.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsMIKE'S CHANNEL-Sharp Investing...
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Nelnet, Inc. ($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 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...
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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.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...
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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______...