Punch Card Investing: Recent Episodes
Punch Card Investing
Chatting about everything value investing, all while trying to punch one more investment off of the card.
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.
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.
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.
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.
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.
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.
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.
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.
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://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
_________________________________________________
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.
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/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.
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/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.
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/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
_________________________________________________
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.
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/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
-Tom's Channel: https://www.youtube.com/c/investingwithtom
-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.
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/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.
What is contrarian investing? And is it even worth it?
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 Sharp's Channel: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA
-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.
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://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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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.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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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://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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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/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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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 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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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/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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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/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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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: 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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
Warren Buffett, in a 2+ hour CNBC interview alongside Greg Abel, discussed Berkshire Hathaway's increased stake in the 5 largest Japanese trading houses, among many other topics!
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
Alibaba has announced its intention to break up into 6 separately traded companies. And $SRG is approaching its previous lows!
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
It's time for another best ideas stream! And what a time for it given all of the market volatility! 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.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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
Silicon Valley Bank just got taken over by the FDIC, which is one of the largest bank collapses in history. What can we learn?
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha99
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
Warren Buffett dropped another annual letter full of wisdom! We discuss some of the highlights. And we also discuss $BABA's recent earnings report.
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha99
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
The Q4 2022 13Fs are here! We discuss what top value investors did during the final quarter of the year. Oh, and we have some big updates within the Punch Card team!
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha99
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
$META stock has surged over double from its November 2022 lows, especially following a rebound in its recently announced Q4 earnings. Given Meta's recent investment into its "metaverse" projects, we also discuss company-level and portfolio-level capital allocations.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
Rob Vinall has lost a lot of money on Carvana (so far). What can we learn from it? We also discuss some timeless lessons from Charlie Munger.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
It's the beginning of a new quarter, and a new year, so 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.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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
With the end of 2022 here, and the beginning of 2023 around the corner, we discuss how we plan to improve as investors in the new year.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
When it comes to investing in stocks, is cheaper really better?.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
As we head into the new year, we discuss the main ideas and investments that we're focusing on right now.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
It's 13f season! Let's see what super-investors have been buying (and selling!).
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
Some companies are "serial acquirers," focusing much of their energy on buying businesses in and around specific industries. We discuss what makes for a sound acquisition strategy and some examples of successful acquirers.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
Especially after poor earnings for Google and disastrous earnings for Meta, there's a clear trend of ad revenue declining across the industry. What does this mean for stocks like $GOOG and $FB? Is now the time to buy?
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
We discuss what's going on in the market and the potential "deep value" and lucrative special situations out there.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
As a follow up to last week's episode, we discuss more of our best ideas in this rocky stock market.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
It's the beginning of a new quarter, so 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.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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
We discuss some of the best investment track records of all time.
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha99
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
We discuss some of the major holdings in the Acquirer's Multiple funds (including $ZIG).
SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha99
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
The Porsche IPO is planned for the very near future. Is it a potentially great value play?
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
$ARKK gets a lot of flak from the value investing community. But is it really all that bad? We do a deep dive on the $ARKK ETF to see if there are some potential value plays within a notoriously "hyped" fund.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
We discuss what's next for the channel.
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
The Q2 2022 13Fs are here! 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/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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
We chat about what's going on with our individual portfolios and recent updates to some of our favorite stocks. We also talk about $SRG's recent big news about selling a large portion of its portfolio!
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
Alibaba just released its recent earnings report, and it wasn't exactly pretty in some important areas. The After Dinner Investor joins us to discuss $CVNA as well!
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
There are a number of alleged "Mini-Berkshires" trading on the public markets. But can they really compare to their namesake?
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
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
What are our biggest investing mistakes? In investing, it's impossible to win every single time. There will be inevitable failures when taking any sort of risk over an extended period of time. And that might include the opportunity cost of missing out on great investments, too. That said, learning from investing mistakes is one of the best ways to grow as an investor so that you can capitalize on future opportunities and avoid making the same mistakes again.
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/
SUBSCRIBE TO OUR YOUTUBE CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
Who are our favorite investors? Looking at what great investors are doing is a great way to find attractive investment ideas and strong philosophies. Especially when it comes to value investing, which tends to be a somewhat contrarian form of investing, finding reassurance from titans of investing is especially useful.
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
SUBSCRIBE TO OUR YOUTUBE CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.
"Give me your best investment idea right now." This Charlie Munger inspired question is not always an easy one to answer. In the inaugural episode of Punch Card investing, Tom, Frank, Brad, Karan, and Jack each discuss their best current stock investment ideas. As is often the case with value investing, the "best" idea does not necessarily mean it's a "great" idea. Still, figuring out what your best current investing idea is can be a great way to discover new avenues for research and due diligence.
OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs
SUBSCRIBE TO OUR YOUTUBE CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley
valueinvesting #investing #charliemunger
_________________________________________________
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.