Punch Card Investing
By Punch Card Investing
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Category: Investing
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Episodes: 115
Description
Chatting about everything value investing, all while trying to punch one more investment off of the card.
| Episode | Date |
|---|---|
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A Tribute to Charlie Munger - Punch Card Investing [Ep. 105]
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Dec 02, 2023 |
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DSW Capital ($DSW.L) - Firm Discussions | Ep. 6
|
Nov 14, 2023 |
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Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]
|
Nov 01, 2023 |
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Nelnet, Inc. ($NNI) - Firm Discussions | Ep. 5
|
Oct 23, 2023 |
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Navigating a Business Decline - Punch Card Investing [Ep. 104]
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Oct 21, 2023 |
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International Workplace Group ($IWG.L) - Firm Discussions | Ep. 4
|
Oct 09, 2023 |
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Why Are UK Stocks Cheap? - Punch Card Investing [Ep. 103]
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Sep 30, 2023 |
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L'Occitane International SA ($LCCTF) - Firm Discussions [Ep. 3]
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Sep 25, 2023 |
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The Contrarian Bet on China - Contrarian Corner [Ep. 2]
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Sep 19, 2023 |
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Reviewing Patrick's Watchlist Stocks! - Punch Card Investing [Ep. 102]
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Sep 09, 2023 |
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Sequoia Financial Group ($SEQ.AX) - Firm Discussions [Ep. 2]
|
Sep 04, 2023 |
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Analyzing a Company's Moat - Punch Card Investing [Ep. 101]
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Aug 26, 2023 |
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Superinvestor Updates! (August 13Fs for Q2 2023) - Punch Card Investing [Ep. 100]
|
Aug 19, 2023 |
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tinyBuild ($TBLD) - Firm Discussions [Ep. 1]
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Aug 14, 2023 |
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Nobody Likes This Buyback Machine - Contrarian Corner [Ep. 1]
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Aug 08, 2023 |
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Does Contrarian Investing Work? - Punch Card Investing [Ep. 99]
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Aug 03, 2023 |
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How to Evaluate Management - Punch Card Investing [Ep. 98]
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Jul 22, 2023 |
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Give Me Your Best Investment Idea Right Now (July 2023) - Punch Card Investing [Ep. 97]
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Jul 15, 2023 |
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Buffett Doubles Down?! - Punch Card Investing [Ep. 96]
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Jun 24, 2023 |
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Value Traps and Financial Red Flags - Punch Card Investing [Ep. 95]
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Jun 17, 2023 |
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The Stock Market is Approaching All Time Highs (Again) - Punch Card Investing [Ep. 94]
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Jun 10, 2023 |
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Are Microcaps Better? - Punch Card Investing [Ep. 93]
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Jun 03, 2023 |
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What Top Investors Are Buying (May 13Fs for Q1 2023) - Punch Card Investing [Ep. 92]
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May 20, 2023 |
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Lessons from Berkshire Hathaway Weekend - Punch Card Investing [Ep. 91]
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May 13, 2023 |
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MAJOR Earnings Season ($GOOG, $AMZN, $META, & More!) - Punch Card Investing [Ep. 90]
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Apr 29, 2023 |
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Buffett Buys More Japanese Stocks - Punch Card Investing [Ep. 89]
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Apr 15, 2023 |
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What's Going On With $BABA? (and $SRG Update!) - Punch Card Investing [Ep. 88]
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Apr 01, 2023 |
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Give Me Your Best Investment Idea Right Now (March 2023) - Punch Card Investing [Ep. 87]
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Mar 18, 2023 |
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Banks Are Collapsing (What Can We Learn?) - Punch Card Investing [Ep. 86]
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Mar 11, 2023 |
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Buffett Letter Breakdown (& Alibaba Earnings Recap!) - Punch Card Investing [Ep. 85]
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Mar 04, 2023 |
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Super Investor Update! (February 13Fs for Q4 2022) - Punch Card Investing [Ep. 84]
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Feb 25, 2023 |
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Surprise! Meta's Not Dead - Punch Card Investing [Ep. 83]
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Feb 04, 2023 |
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Lessons from Burry, Carvana, Energy & More! - Punch Card Investing [Ep. 82]
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Jan 28, 2023 |
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China Recovery, Bank Earnings & Audience Questions! - Punch Card Investing [Ep. 81]
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Jan 21, 2023 |
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Rob Vinall's Carvana Fumble (and Lessons from Charlie Munger) - Punch Card Investing [Ep. 80]
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Jan 14, 2023 |
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Give Me Your Best Investment Idea Right Now (January 2023) - Punch Card Investing [Ep. 79]
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Jan 07, 2023 |
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How We're Getting Better as Investors in 2023 - Punch Card Investing [Ep. 78]
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Dec 31, 2022 |
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Is Cheaper Better? - Punch Card Investing [Ep. 77]
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Dec 17, 2022 |
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Our Current Interests and Ideas - Punch Card Investing [Ep. 76]
|
Dec 03, 2022 |
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Stocks superinvestors are buying! - Punch Card Investing [Ep. 75]
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Nov 19, 2022 |
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Serial Acquirers (Roll-Ups and More!) - Punch Card Investing [Ep. 74]
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Nov 12, 2022 |
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The Adpocalypse ($GOOG, $FB, and Others) - Punch Card Investing [Ep. 73]
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Nov 05, 2022 |
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Special Situations, Deep Value & Market Update - Punch Card Investing [Ep. 72]
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Oct 27, 2022 |
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Even More Best Stock Ideas! - Punch Card Investing [Ep. 71]
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Oct 15, 2022 |
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Give Me Your Best Investment Idea Right Now (October 2022) - Punch Card Investing [Ep. 70]
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Oct 08, 2022 |
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The Best Investment Track Records - Punch Card Investing [Ep. 69]
|
Oct 01, 2022 |
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Zig When Others Zag? (Acquirer's Multiple Deep Value ETFs) - Punch Card Investing [Ep. 68]
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Sep 25, 2022 |
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The Porsche IPO - Punch Card Investing [Ep. 67]
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Sep 17, 2022 |
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Are ARKK Stocks Actually Terrible? (ARKK ETF Deep Dive) - Punch Card Investing [Ep. 66]
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Sep 10, 2022 |
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The Future of This Channel - Punch Card Investing [Ep. 65]
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Sep 03, 2022 |
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Buffett Buys Oil While Burry Sells All! (August 13Fs for Q2 2022) - Punch Card Investing [Ep. 64]
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Aug 20, 2022 |
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What's Going On With Our Portfolios? - Punch Card Investing [Ep. 63]
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Aug 13, 2022 |
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The $BABA Disaster Zone - Punch Card Investing [Ep. 62]
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Aug 06, 2022 |
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Are Mini-Berkshire Hathaways Really That? - Punch Card Investing [Ep. 61]
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Jul 30, 2022 |
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The Wonderful World of Banks - Punch Card Investing [Ep. 60]
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Jul 23, 2022 |
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Is $SRG an Easy Win? - Punch Card Investing [Ep. 59]
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Jul 16, 2022 |
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Give Me Your Best Investment Idea Right Now (July 2022) - Punch Card Investing [Ep. 58]
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Jul 09, 2022 |
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Prosus Deep Dive - Punch Card Investing [Ep. 57]
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Jul 02, 2022 |
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Is $MU Stock a Tax on The Future? - Punch Card Investing [Ep. 56]
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Jun 18, 2022 |
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Inflation Runs Hotter (What's Next?) - Punch Card Investing [Ep. 55]
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Jun 11, 2022 |
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RV & Camper Stocks Trading at a Discount? - Punch Card Investing [Ep. 54]
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Jun 04, 2022 |
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Is Carvana a Dumpster Fire? ($CVNA Deep Dive) - Punch Card Investing [Ep. 53]
|
May 28, 2022 |
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Are Super Investors Buying the Dip? (May 13Fs for Q1 2022) - Punch Card Investing [Ep. 52]
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May 21, 2022 |
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Tom Met Mohnish Pabrai! - Punch Card Investing [Ep. 51]
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May 14, 2022 |
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The Terrible, No Good, Very Red Month - Punch Card Investing [Ep. 50]
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Apr 30, 2022 |
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The Netflix Collapse?! - Punch Card Investing [Ep. 49]
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Apr 23, 2022 |
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Charlie Sells $BABA (and Elon Buys $TWTR?!) - Punch Card Investing [Ep. 48]
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Apr 16, 2022 |
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More Best Ideas (and Buffett Buys $HPQ!) - Punch Card Investing [Ep. 47]
|
Apr 09, 2022 |
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Give Me Your Best Investment Idea Right Now (April 2022) - Punch Card Investing [Ep. 46]
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Apr 02, 2022 |
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Charlie Munger Uses Margin to Buy $BABA - Punch Card Investing [Ep. 45]
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Mar 26, 2022 |
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Has $BABA / China Turned the Corner? - Punch Card Investing [Ep. 44]
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Mar 19, 2022 |
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Big Tech Value Stocks ($BABA + $FB) - Punch Card Investing [Ep. 43]
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Mar 12, 2022 |
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$BABA Earnings, $SRG Buyout, and a Global Crisis - Punch Card Investing [Ep. 42]
|
Mar 05, 2022 |
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February 13F Season! (Top Investor Moves in Q4 2021) - Punch Card Investing [Ep. 41]
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Feb 19, 2022 |
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Is Facebook a Value Stock? - Punch Card Investing [Ep. 40]
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Feb 12, 2022 |
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EARNINGS INSANITY! ($FB, $AMZN, $SPOT, $PYPL, & More!) - Punch Card Investing [Ep. 39]
|
Feb 05, 2022 |
|
Buy the Streaming Dip? ($NFLX, $DIS, $SPOT, & More!) - Punch Card Investing [Ep. 38]
|
Jan 29, 2022 |
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Stock Market Crash?! What We're Doing - Punch Card Investing [Ep. 37]
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Jan 22, 2022 |
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Give Me Your Best Investment Idea Right Now (January 2022) - Punch Card Investing [Ep. 36]
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Jan 15, 2022 |
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Munger Strikes on BABA Again! - Punch Card Investing [Ep. 35]
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Jan 08, 2022 |
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Risks When Value Investing (Value Traps & More!) - Punch Card Investing [Ep. 34]
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Dec 18, 2021 |
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What's Going On With $SRG?! - Punch Card Investing [Ep. 33]
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Dec 11, 2021 |
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Cloning 101! (Pabrai's cloning mental model) - Punch Card Investing [Ep. 32]
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Dec 04, 2021 |
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November 13F Season! (Top Investor Moves in Q3 2021) - Punch Card Investing [Ep. 31]
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Nov 20, 2021 |
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Facebook & the Metaverse (plus Mohnish Sells $BABA?!) - Punch Card Investing [Ep. 30]
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Nov 13, 2021 |
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Zillow, Real Estate, REITs, and More - Punch Card Investing [Ep. 29]
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Nov 06, 2021 |
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Give Me Your Best Investment Idea Right Now (October 2021) - Punch Card Investing [Ep. 28]
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Oct 30, 2021 |
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The ASOS Episode - Punch Card Investing [Ep. 27]
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Oct 23, 2021 |
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Emerging Market Stocks - Punch Card Investing [Ep. 26]
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Oct 16, 2021 |
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Special Situations - Punch Card Investing [Ep. 25]
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Oct 09, 2021 |
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Going All In On One Stock - Punch Card Investing [Ep. 24]
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Oct 02, 2021 |
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What is Going on in China?! (Evergrande, $BABA, & More!) - Punch Card Investing [Ep. 23]
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Sep 25, 2021 |
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Mohnish Pabrai's Best Investments - Punch Card Investing [Ep. 22]
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Sep 18, 2021 |
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Great, Overvalued Companies - Punch Card Investing [Ep. 21]
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Sep 11, 2021 |
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How to Calculate Intrinsic Value - Punch Card Investing [Ep. 20]
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Sep 04, 2021 |
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Share Buybacks: Friend or Foe? - Punch Card Investing [Ep. 19]
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Aug 28, 2021 |
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13Fs Are Here! (Top Investor Moves in Q2 2021) - Punch Card Investing [Ep. 18 (II)]
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Aug 21, 2021 |
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"I'm Thinking About Buying..." - Punch Card Investing [Ep. 18]
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Aug 14, 2021 |
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$BABA Deep Dive - Punch Card Investing [Ep. 17]
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Aug 07, 2021 |
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Magic Formula, Acquirer's Multiple, & More! - Punch Card Investing [Ep. 16]
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Jul 31, 2021 |
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Q&A (with Frank & Jack!) - Punch Card Investing [Ep. 15]
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Jul 24, 2021 |
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Give Me Your Best Investment Idea Right Now (July 2021 Edition!) - Punch Card Investing [Ep. 14]
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Jul 17, 2021 |
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Naspers & Prosus Value Arbitrage Plays?! - Punch Card Investing [Ep. 13]
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Jul 10, 2021 |
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Nick Sleep's 2002 Letter - Punch Card Investing [Ep. 12]
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Jul 03, 2021 |
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$PSTH and the Future of SPACs - Punch Card Investing [Ep. 11]
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Jun 26, 2021 |
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Speculative Investments - Punch Card Investing [Ep. 10]
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Jun 19, 2021 |
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Position Sizing & Portfolio Allocation - Punch Card Investing [Ep. 9]
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Jun 12, 2021 |
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Most Dangerous Investing Biases (and $PSTH Deal!) - Punch Card Investing [Ep. 8]
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Jun 05, 2021 |
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Great Managers & Capital Allocators - Punch Card Investing [Ep. 7]
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May 29, 2021 |
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13Fs Are Here! (Top Investor Moves in Q1 2021) - Punch Card Investing [Ep. 6]
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May 22, 2021 |
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How to Invest During Stagflation - Punch Card Investing [Ep. 5]
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May 15, 2021 |
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Warren Buffett's Greatest Investments - Punch Card Investing [Ep. 4]
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May 08, 2021 |
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Our Biggest Investing Mistakes - Punch Card Investing [Ep. 3]
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May 01, 2021 |
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Our Favorite Investors - Punch Card Investing [Ep. 2]
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Apr 24, 2021 |
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Give Me Your Best Investment Idea Right Now - Punch Card Investing [Ep. 1]
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Apr 17, 2021 |