Punch Card Investing

In what's become a wild earnings season, many big names have shed tens (and even hundreds) of billions of dollars in market cap: $FB, $SPOT, and $PYPL to name a few. Meanwhile, $AMZN and others have surged forward. Even $SNAP jumped nearly 60% in a day... Let's see if any of these big movers might be entering value town. OUR GROUP PORTFOLIO -Check Out Our Portfolio on Sharesight and Get...

The major streaming companies have been hit pretty hard by the market pullback. In particular, $NFLX, $DIS, and $SPOT, have pulled back significantly in recent weeks. Meanwhile, $DISCA is trying to fight the generally negative trend among the streaming company stocks. Oh, and Bill Ackman bought a bunch of $NFLX the other day. OUR GROUP PORTFOLIO -Check Out Our Portfolio on Sharesight and Get 4 Mon...

Is this the beginning of a stock market crash? The S&P 500 is down 5% on the week, and nearly 8.5% to start the year. And sentiment does not appear to be rosy. Here's what we're doing. 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...

With the start of the new year, 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." 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/yjNa2M...

Happy New Year! The fellas get together for the first time in 2022 to discuss Charlie Munger's doubling of BABA in Q4, lessons from 2021, and what we're gearing up for in 2022 :) 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...

What is risk? What kinds of risks do value investors face? And what the heck is a value trap? Jason the After Dinner Investor joins us to discuss! 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" m...

$SRG has been in the value investing news recently. We discuss some of the changes to their debt with Berkshire Hathaway and recent insider moves to see if the thesis has changed. 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 t...

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...

The Q3 2021 13Fs are here! We discuss what top value investors did during the third quarter of the year. We also take some time to chat about the recent $BABA earnings that have sent the stock on another dive. 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 SHAME...

Facebook recently announced its new focus towards the metaverse, going as far as to change its name to Meta. Does $FB stock present a great value opportunity? Oh yeah, and Mohnish Pabrai sold off $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 C...

Real estate offers many wonderful investments opportunities, and plenty not so good ones. Let's talk about all things real estate and the advantages and disadvantages of passive and more active strategies. 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 SHAM...

Another quarter, another best ideas stream! We once again attempt to answer the Charlie Munger inspired prompt: "Give me your best investment idea right now." 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 MERCH -Check...

Asos is a growing fashion retailer, with a focus on e-commerce. It's stock has seen better days. But the business continues to show promise, despite some setbacks. Does it present a great value opportunity? 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://k...

We discuss some potential stock ideas in emerging markets. 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 Compound...

What are special situations in investing? Special situations can offer unique opportunities to acquire companies at a discount; whether it be a business working through some fundamental change or an unusual short term event. OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Kar...

If you had to put 100% of your portfolio into one stock, which would it be? Oh, and the stock can't be greater than $10 billion in market cap. In this video, we discuss our potential picks to this interesting hypothetical, and how to approach stocks with a "business owner" mindset. OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check...

China has been in the news a lot recently, with significant implications for many of its biggest companies (not to mention the economy in general!). We try to wrap our heads around some of the recent developments in China, like its regulatory crackdown (on companies like Alibaba) and the debt crisis for one of the largest real estate developers in the world, Evergrande. OUR DISCORD -Punch Card Inv...

Mohnish Pabrai is one of the best value investors of the era. Let's take a look at some of his best investments and see what we can learn. 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 -Investin...

Sometimes a company might be great, but its stock is overvalued. We discuss some companies that we love but believe are overvalued. 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&a...

As value investors, understanding the difference between price and intrinsic value is critically important. We discuss how to calculate the intrinsic value of a stock, and the many considerations that can go into stock valuation. OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed b...

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.... SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwi... -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/B...

The Q2 2021 13Fs are here! We discuss what top value investors did during the second quarter of the year. 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...

We discuss some of the stocks that we're thinking about buying, with special guest Jason (the After Dinner Investor)! 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 Cha...

The value investing world is in love with Alibaba. It happens to be the only stock holding that every single one of the Punch Card Investing members currently owns. It's about time we discussed $BABA in greater detail. OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Kara...

We discuss quantitative strategies for value investing and the advantages and disadvantages of using them. 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://ww...