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/PCIseekingalpha OUR GROUP PORTFOLIO -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch…

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/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yj…

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/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Fr…

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/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa…

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/PCIseekingalpha OUR GROUP PORTFOLIO -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchc…

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/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discor…

Are UK stocks cheap? If so, what makes them cheap? 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 SUBSCRIBE TO OUR …

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/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Di…

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/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesi…

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/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 SUBSCRIBE T…

In this 2nd episode of Firm Discussions, we discuss Sequoia Financial Group with Tristan Waine of Hurdle Rate. SEEKING ALPHA DISCOUNT -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD…

What is a company moat? What makes for a good, resilient company moat? We discuss how we would analyze a company's moat. 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 C…

On this 100th episode of the show, we review the Q2 2023 13Fs! 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/…

This is the first episode of a new series: Firm Discussions. In this episode, we discuss tinyBuild, a video gaming company based in the US. SEEKING ALPHA DISCOUNT -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/pu…

Welcome to Contrarian Corner! In this episode, Mike analyzes Liberty Global, a company whose stock has been beaten down in recent months. SEEKING ALPHA DISCOUNT -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punc…

What is contrarian investing? And is it even worth it? 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 SUBSCRIBE TO …

We discuss how to evaluate management, including spotting red flags! What makes for a good management for a company? And what makes for not so good management? 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/p…

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/punch…

Buffett buys more in Japan, Alibaba is switching CEOs, and there's some action over at Paramount. We discuss some of what's going on in the value investing world. 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…

We discuss potential value traps and financial red flags in stock investing. 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…

The stock market is making its way towards its all time highs set at the end of 2021. With many stocks becoming increasingly expensive, we discuss where some potential opportunities might be. 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 Fr…

Are microcaps really a superior class of stocks for value investors? 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…

The Q1 2023 13Fs are here! We discuss what top value investors did during the first 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 Di…

Jack is back from Omaha after hosting the 1st ever Punch Card Investing meetup, and we recap some of the key lessons from this year's Berkshire Hathaway annual 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.sharesi…

It's earnings season! We discuss some of the recent earnings news, especially that around big tech (like $GOOG, $AMZN, and $META). 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 DISCOR…

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://w…

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 -P…

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 Sharesi…

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 …

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/punchcardin…

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.sharesig…

$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/PC…

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 oth…

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 oth…

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/…

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…

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 D…

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 SHA…

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 D…

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.g…

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…

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 Shar…

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 I…

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 Discor…

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 Month…

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 …

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:/…

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:/…

$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 an…

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 -Chec…