Punch Card Investing

Dec 02 2023 12
Punch Card Investing Podcast artwork

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

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A Tribute to Charlie Munger - Punch Card Investing [Ep. 105]

Dec 02 2023 33 mins  
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/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord

DSW Capital ($DSW.L) - Firm Discussions | Ep. 6

Nov 14 2023 85 mins  
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/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns: ht

Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]

Oct 31 2023 24 mins  
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/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchca

Nelnet, Inc. ($NNI) - Firm Discussions | Ep. 5

Oct 23 2023 61 mins  
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/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns:

Navigating a Business Decline - Punch Card Investing [Ep. 104]

Oct 20 2023 66 mins  
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/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card In

International Workplace Group ($IWG.L) - Firm Discussions | Ep. 4

Oct 09 2023 57 mins  
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/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S

Why Are UK Stocks Cheap? - Punch Card Investing [Ep. 103]

Sep 30 2023 66 mins  
Are UK stocks cheap? If so, what makes them cheap?SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSUBSCRIBE TO OUR CHANNELS-Patrick's Channel: https://www.y

L'Occitane International SA ($LCCTF) - Firm Discussions [Ep. 3]

Sep 25 2023 42 mins  
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/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAME

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

Sep 19 2023 32 mins  
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/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD

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

Sep 08 2023 57 mins  
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/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSUBSCRIBE TO OUR CHANNELS-Patrick's Channel: https:/