Punch Card Investing

Business EN ↓ 115 episodes

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

Be sure to visit the podcast's website and support the creator: punchcardinvesting.buzzsprout.com

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Punch Card Investing

Episodes

Buffett Buys More Japanese Stocks - Punch Card Investing [Ep. 89] 15.04.2023 56:32

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 DIS...

What's Going On With $BABA? (and $SRG Update!) - Punch Card Investing [Ep. 88] 01.04.2023 47:37

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/yj...

Give Me Your Best Investment Idea Right Now (March 2023) - Punch Card Investing [Ep. 87] 18.03.2023 1:25:43

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://...

Banks Are Collapsing (What Can We Learn?) - Punch Card Investing [Ep. 86] 11.03.2023 1:36:55

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/...

Buffett Letter Breakdown (& Alibaba Earnings Recap!) - Punch Card Investing [Ep. 85] 04.03.2023 1:20:10

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 Di...

Super Investor Update! (February 13Fs for Q4 2022) - Punch Card Investing [Ep. 84] 25.02.2023 1:27:53

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...

Surprise! Meta's Not Dead - Punch Card Investing [Ep. 83] 04.02.2023 1:10:14

$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 -...

Lessons from Burry, Carvana, Energy & More! - Punch Card Investing [Ep. 82] 28.01.2023 1:18:14

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://kara...

China Recovery, Bank Earnings & Audience Questions! - Punch Card Investing [Ep. 81] 21.01.2023 1:02:40

Rob Vinall's Carvana Fumble (and Lessons from Charlie Munger) - Punch Card Investing [Ep. 80] 14.01.2023 1:08:41

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:...

Give Me Your Best Investment Idea Right Now (January 2023) - Punch Card Investing [Ep. 79] 07.01.2023 1:21:18

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:...

How We're Getting Better as Investors in 2023 - Punch Card Investing [Ep. 78] 31.12.2022 1:17:58

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://disc...

Is Cheaper Better? - Punch Card Investing [Ep. 77] 17.12.2022 1:07:59

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...

Our Current Interests and Ideas - Punch Card Investing [Ep. 76] 03.12.2022 1:17:51

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 SHAMELE...

Stocks superinvestors are buying! - Punch Card Investing [Ep. 75] 19.11.2022 57:47

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 -Che...

Serial Acquirers (Roll-Ups and More!) - Punch Card Investing [Ep. 74] 12.11.2022 1:05:08

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...

The Adpocalypse ($GOOG, $FB, and Others) - Punch Card Investing [Ep. 73] 05.11.2022 1:10:09

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.sha...

Special Situations, Deep Value & Market Update - Punch Card Investing [Ep. 72] 27.10.2022 1:29:04

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.g...

Even More Best Stock Ideas! - Punch Card Investing [Ep. 71] 15.10.2022 1:07:55

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 CL...

Give Me Your Best Investment Idea Right Now (October 2022) - Punch Card Investing [Ep. 70] 08.10.2022 1:21:49

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...

The Best Investment Track Records - Punch Card Investing [Ep. 69] 01.10.2022 1:27:16

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 "Shamel...

Zig When Others Zag? (Acquirer's Multiple Deep Value ETFs) - Punch Card Investing [Ep. 68] 25.09.2022 1:13:18

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...

The Porsche IPO - Punch Card Investing [Ep. 67] 17.09.2022 1:10:22

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 -Che...

Are ARKK Stocks Actually Terrible? (ARKK ETF Deep Dive) - Punch Card Investing [Ep. 66] 10.09.2022 1:16:12

$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.sharesi...

The Future of This Channel - Punch Card Investing [Ep. 65] 03.09.2022 54:40

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 an...