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Punch Card Investing

Punch Card Investing

115 episodes

7 months ago

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/UCnuJRnTXxVFr...

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All content for Punch Card Investing is the property of Punch Card Investing and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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/UCnuJRnTXxVFr...

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Episodes (20/115)

Punch Card Investing

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/UCnuJRnTXxVFr...

1 year ago

33 minutes

Punch Card Investing

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 ______________...

1 year ago

1 hour 25 minutes

Punch Card Investing

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 -Sha...

2 years ago

24 minutes

Punch Card Investing

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: ...

2 years ago

1 hour 1 minute

Punch Card Investing

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.y...

2 years ago

1 hour 6 minutes

Punch Card Investing

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 #firmdis...

2 years ago

57 minutes

Punch Card Investing

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/JackDu...

2 years ago

1 hour 6 minutes

Punch Card Investing

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/ _____________________________________...

2 years ago

42 minutes

Punch Card Investing

The Contrarian Bet on China - Contrarian Corner [Ep. 2]

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://w...

2 years ago

32 minutes

Punch Card Investing

Reviewing Patrick's Watchlist Stocks! - Punch Card Investing [Ep. 102]

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/...

2 years ago

57 minutes

Punch Card Investing

Sequoia Financial Group ($SEQ.AX) - Firm Discussions [Ep. 2]

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/ #valueinves...

2 years ago

1 hour 22 minutes

Punch Card Investing

Analyzing a Company's Moat - Punch Card Investing [Ep. 101]

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/UC7u8aIaBDkj...

2 years ago

59 minutes

Punch Card Investing

Superinvestor Updates! (August 13Fs for Q2 2023) - Punch Card Investing [Ep. 100]

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/i...

2 years ago

1 hour 6 minutes

Punch Card Investing

tinyBuild ($TBLD) - Firm Discussions [Ep. 1]

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.c...

2 years ago

1 hour 23 minutes

Punch Card Investing

Nobody Likes This Buyback Machine - Contrarian Corner [Ep. 1]

Welcome to Contrarian Corner! In this episode, Mike analyzes Liberty Global, a company whose stock has been beaten down in recent months. 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.c...

2 years ago

23 minutes

Punch Card Investing

Does Contrarian Investing Work? - Punch Card Investing [Ep. 99]

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...

2 years ago

47 minutes

Punch Card Investing

How to Evaluate Management - Punch Card Investing [Ep. 98]

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 Cl...

2 years ago

1 hour

Punch Card Investing

Give Me Your Best Investment Idea Right Now (July 2023) - Punch Card Investing [Ep. 97]

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...

2 years ago

1 hour 2 minutes

Punch Card Investing

Buffett Doubles Down?! - Punch Card Investing [Ep. 96]

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...

2 years ago

54 minutes

Punch Card Investing

Value Traps and Financial Red Flags - Punch Card Investing [Ep. 95]

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.c...

2 years ago

52 minutes