Punch Card Investing

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 CL...

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...

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 Ca...

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://disc...

In an inflationary environment, many people might be concerned about investing in banks. But they may offer an interesting opportunity. We talk about the business of banking and some potential ideas in the space (like $HIFS, among others). 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...

Seritage Growth Properties recently announced their intention to liquidate their entire portfolio and dissolve, subject to a vote of the shareholders. Does this make $SRG a sure bet, even during a time of heightened volatility? 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://ww...

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." And this comes right after some big news about $SRG's intention to liquidate and Elon Musk backing out of the Twitter deal! SEEKING ALPHA -Sign Up for Seeking Alpha Using Our Disc...

We chat about Prosus stock ($PROSY), which trades at a significant discount to its net asset value after a home run investment in Tencent. 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/punchcardi... OUR DISCORD -Punch Card Investing Discord: https://discord...

Micron is a large investment for Mohnish Pabrai, Li Lu, and many others. The price is down. Is now the time to take a closer look? 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/punchcardi... OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa...

Inflation readings remain high and the market remains volatile. A high inflation reading in the US capped off a tough week for the 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: htt...

The RV & camper industry is an interesting one with a number of big players. In particular, $WGO and $THO have been on many value investors' radars. Are they potentially strong value plays? 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/punchcardinv...

$CVNA has the backing of some respected names in the value investing space. It also has a lot of haters. Is Carvana stock a disaster in the making? Or is it a 50 bagger? After Dinner Investor joins us to discuss. 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.co...

The Q1 2022 13Fs are here! We discuss what top value investors did during the first quarter of the year as the stock market began its tumble that's continued into Q2. 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...

Tom has returned from his pilgrimage to Omaha to attend the Berkshire Hathaway annual meeting! We ask him about his experience and talk about some key takeaways from the Berkshire 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/ OU...

In a wild week, the stock market concluded its very red month. Big tech in particular got crushed after earnings ($AMZN, $NFLX, $GOOG, to name a few). $BABA stock has seen far better days. And, to top it off, Twitter officially accepted Elon's offer. SEEKING ALPHA -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha OUR GROUP PORTFOLIO -Check Out Sharesight and G...

Netflix announced a decline in its subscriber count and Bill Ackman subsequently sold out of the company, just months after buying in. $NFLX stock continues to fall, already well below its all time high. Likewise, Carvana ($CVNA) continues its decline after rocky earnings in an increasingly nervous stock market. SEEKING ALPHA -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIse...

In what's been a wild week in the investment world, Charlie Munger's Daily Journal sold half of its stake in $BABA. Meanwhile, all eyes are on Elon Musk as he offers to buy $TWTR outright. In turn, Twitter has announced a plan to issue a poison pill to discourage a hostile takeover by the Techno King. SEEKING ALPHA -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIsee...

We continue discussing our best ideas as a follow up to our last episode. Meanwhile, Warren Buffett and Berkshire Hathaway revealed a $4.2 billion stake in $HPQ. 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 Inves...

As we begin another quarter, 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/punchcardin...

Charlie Munger used margin to buy $BABA. When does it make sense to use margin, if ever? 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...

The Chinese government has recently issued some reassuring statements for investors after what's been an onslaught of negative news. $BABA, $TCEHY, and many others surged on the news following their brutal drawdowns. Meanwhile, $SRG continues to look for alternatives. And, everywhere else, volatility reigns supreme. Oh, and the Fed raised rates. OUR GROUP PORTFOLIO -Check Out Sharesight and G...

$BABA recently fell below $90 per share, while $FB has sunk below $190 per share, well below their respective all time highs. Are these great value stocks or value traps? 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 "...

The stock market continues to be wild, with volatility increasing. And the crisis in Ukraine isn't doing anything to calm investors down. 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 a...

The Q4 2021 13Fs are here! We discuss what top value investors did during the fourth quarter of the year (like Charlie Munger doubling down yet again on $BABA). 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...

$FB stock has taken a dramatic dive over the last month. Has Facebook entered value town? Is Meta Platforms a value stock? Should we add it to the Punch Card Investing portfolio?! OUR GROUP PORTFOLIO -Check Out Our Portfolio on Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER M...