Punch Card Investing (Punch Card Investing)

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	Pub. Date	Title	Duration
	17 Apr 2021	Give Me Your Best Investment Idea Right Now - Punch Card Investing [Ep. 1]	01:03:31
"Give me your best investment idea right now." This Charlie Munger inspired question is not always an easy one to answer. In the inaugural episode of Punch Card investing, Tom, Frank, Brad, Karan, and Jack each discuss their best current stock investment ideas. As is often the case with value investing, the "best" idea does not necessarily mean it's a "great" idea. Still, figuring out what your best current investing idea is can be a great way to discover new avenues for research and due diligence. OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SUBSCRIBE TO OUR YOUTUBE CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing #charliemunger _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	24 Apr 2021	Our Favorite Investors - Punch Card Investing [Ep. 2]	01:09:52
Who are our favorite investors? Looking at what great investors are doing is a great way to find attractive investment ideas and strong philosophies. Especially when it comes to value investing, which tends to be a somewhat contrarian form of investing, finding reassurance from titans of investing is especially useful. OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SUBSCRIBE TO OUR YOUTUBE CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	01 May 2021	Our Biggest Investing Mistakes - Punch Card Investing [Ep. 3]	01:10:53
What are our biggest investing mistakes? In investing, it's impossible to win every single time. There will be inevitable failures when taking any sort of risk over an extended period of time. And that might include the opportunity cost of missing out on great investments, too. That said, learning from investing mistakes is one of the best ways to grow as an investor so that you can capitalize on future opportunities and avoid making the same mistakes again. 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 YOUTUBE CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	06 Aug 2022	The $BABA Disaster Zone - Punch Card Investing [Ep. 62]	01:20:36
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	30 Jul 2022	Are Mini-Berkshire Hathaways Really That? - Punch Card Investing [Ep. 61]	01:09:46
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://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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	23 Jul 2022	The Wonderful World of Banks - Punch Card Investing [Ep. 60]	01:08:48
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: 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 YOUTUBE CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	13 Aug 2022	What's Going On With Our Portfolios? - Punch Card Investing [Ep. 63]	01:19:53
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/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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	20 Aug 2022	Buffett Buys Oil While Burry Sells All! (August 13Fs for Q2 2022) - Punch Card Investing [Ep. 64]	01:17:17
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 CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ PODCAST VERSION -Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184 SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	08 May 2021	Warren Buffett's Greatest Investments - Punch Card Investing [Ep. 4]	01:13:08
Over so many decades, Warren Buffett has created an outstanding investment track record. There are so many great deals to analyze and learn from. In this episode, we highlight some of Buffett's best investments over his long career. 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	15 May 2021	How to Invest During Stagflation - Punch Card Investing [Ep. 5]	01:11:34
With inflation upon us, we look back at how great investors have handled periods of high inflation or stagflation. 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #inflation #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	22 May 2021	13Fs Are Here! (Top Investor Moves in Q1 2021) - Punch Card Investing [Ep. 6]	01:07:34
The Q1 2021 13Fs are here! We discuss what top value investors did during the first 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.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	03 Sep 2022	The Future of This Channel - Punch Card Investing [Ep. 65]	00:54:40
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 -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ PODCAST VERSION -Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184 SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	10 Sep 2022	Are ARKK Stocks Actually Terrible? (ARKK ETF Deep Dive) - Punch Card Investing [Ep. 66]	01:16:12
$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 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/ PODCAST VERSION -Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184 SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	17 Sep 2022	The Porsche IPO - Punch Card Investing [Ep. 67]	01:10:22
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://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ PODCAST VERSION -Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184 SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	25 Sep 2022	Zig When Others Zag? (Acquirer's Multiple Deep Value ETFs) - Punch Card Investing [Ep. 68]	01:13:18
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://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ PODCAST VERSION -Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184 SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	29 May 2021	Great Managers & Capital Allocators - Punch Card Investing [Ep. 7]	01:41:00
Behind many great companies is a great manager or leader. The best managers and capital allocators can turn around a struggling company, or they can launch a good business to even greater heights. We discuss some great company managers and capital allocators who have done just that. 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	05 Jun 2021	Most Dangerous Investing Biases (and $PSTH Deal!) - Punch Card Investing [Ep. 8]	01:10:35
Bias is a dangerous thing. Like any other bias, a strong investing bias can mask some misunderstanding. In this episode, we talk about some of the most dangerous cognitive biases for long-term investors. We also discuss the recent $PSTH announcement! 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	12 Jun 2021	Position Sizing & Portfolio Allocation - Punch Card Investing [Ep. 9]	01:11:02
Portfolio allocation, especially for value investors who concentrate their bets, can often get forgotten in a greater investing strategy. The same goes for position sizing. What is the ideal position sizing when investing in stocks, and how should investors construct their overall portfolios? The answer is different for every investor, so we discuss some key considerations in this episode. 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	16 Jul 2022	Is $SRG an Easy Win? - Punch Card Investing [Ep. 59]	01:12:18
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://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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	01 Oct 2022	The Best Investment Track Records - Punch Card Investing [Ep. 69]	01:27:16
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 SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ PODCAST VERSION -Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184 SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	08 Oct 2022	Give Me Your Best Investment Idea Right Now (October 2022) - Punch Card Investing [Ep. 70]	01:21:49
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 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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	09 Jul 2022	Give Me Your Best Investment Idea Right Now (July 2022) - Punch Card Investing [Ep. 58]	01:22:06
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 $SRG's intention to liquidate and Elon Musk backing out of the Twitter deal! SEEKING ALPHA -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha OUR GROUP PORTFOLIO -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	02 Jul 2022	Prosus Deep Dive - Punch Card Investing [Ep. 57]	01:17:26
We chat about Prosus stock ($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.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/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DS... -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	18 Jun 2022	Is $MU Stock a Tax on The Future? - Punch Card Investing [Ep. 56]	01:17:57
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/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/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DS... -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	11 Jun 2022	Inflation Runs Hotter (What's Next?) - Punch Card Investing [Ep. 55]	00:59:48
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: 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	15 Oct 2022	Even More Best Stock Ideas! - Punch Card Investing [Ep. 71]	01:07:55
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	27 Oct 2022	Special Situations, Deep Value & Market Update - Punch Card Investing [Ep. 72]	01:29:04
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	05 Nov 2022	The Adpocalypse ($GOOG, $FB, and Others) - Punch Card Investing [Ep. 73]	01:10:09
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 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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	04 Jun 2022	RV & Camper Stocks Trading at a Discount? - Punch Card Investing [Ep. 54]	01:27:04
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/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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	12 Nov 2022	Serial Acquirers (Roll-Ups and More!) - Punch Card Investing [Ep. 74]	01:05:08
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 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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	19 Nov 2022	Stocks superinvestors are buying! - Punch Card Investing [Ep. 75]	00:57:47
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.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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	28 May 2022	Is Carvana a Dumpster Fire? ($CVNA Deep Dive) - Punch Card Investing [Ep. 53]	01:16:12
$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.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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	21 May 2022	Are Super Investors Buying the Dip? (May 13Fs for Q1 2022) - Punch Card Investing [Ep. 52]	01:19:56
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	14 May 2022	Tom Met Mohnish Pabrai! - Punch Card Investing [Ep. 51]	01:33:49
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/ 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	03 Dec 2022	Our Current Interests and Ideas - Punch Card Investing [Ep. 76]	01:17:51
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	30 Apr 2022	The Terrible, No Good, Very Red Month - Punch Card Investing [Ep. 50]	01:20:17
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 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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	23 Apr 2022	The Netflix Collapse?! - Punch Card Investing [Ep. 49]	01:16:11
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/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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	19 Jun 2021	Speculative Investments - Punch Card Investing [Ep. 10]	01:03:06
Where do speculative investments fit into a portfolio? There never seems to be a shortage of enticing, yet highly speculative opportunities. We discuss how we view speculation, the type of investing that typically ignores fundamentals for one reason or another, and what sorts of speculative investments we might carry in our portfolios from time to time (if any!). 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	26 Jun 2021	$PSTH and the Future of SPACs - Punch Card Investing [Ep. 11]	01:12:01
Bill Ackman's $PSTH recently gave an update about their deal with Universal Music Group, which is close to being completed. The deal is interesting not only because of its target, a world class music company, but also for its complexity. However, it does raise questions about SPACs in general and how regulations might affect this relatively new space in the future. 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	03 Jul 2021	Nick Sleep's 2002 Letter - Punch Card Investing [Ep. 12]	01:00:13
Nick Sleep's letters. These letters were pivotal in reshaping Mohnish Pabrai's investment framework, and are a source of great investing wisdom. 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	10 Jul 2021	Naspers & Prosus Value Arbitrage Plays?! - Punch Card Investing [Ep. 13]	01:07:06
Naspers ($NPSNY) and Prosus ($PROSY) may provide significant asset plays given their exposure to Tencent ($TCEHY) at what appears to be a significant discount. We also go over another one of Nick Sleep's letters. 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	17 Jul 2021	Give Me Your Best Investment Idea Right Now (July 2021 Edition!) - Punch Card Investing [Ep. 14]	01:18:33
It's been 3 month's since we last attempted to answer the Charlie Munger inspired prompt: "Give me your best investment idea right now." Now would be a great time to revisit this topic to see if our best ideas have changed, and to evaluate how our best ideas from last time around have fared. 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	17 Dec 2022	Is Cheaper Better? - Punch Card Investing [Ep. 77]	01:07:59
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	31 Dec 2022	How We're Getting Better as Investors in 2023 - Punch Card Investing [Ep. 78]	01:17:58
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	07 Jan 2023	Give Me Your Best Investment Idea Right Now (January 2023) - Punch Card Investing [Ep. 79]	01:21:18
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 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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	14 Jan 2023	Rob Vinall's Carvana Fumble (and Lessons from Charlie Munger) - Punch Card Investing [Ep. 80]	01:08:41
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/ 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	21 Jan 2023	China Recovery, Bank Earnings & Audience Questions! - Punch Card Investing [Ep. 81]	01:02:40
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	28 Jan 2023	Lessons from Burry, Carvana, Energy & More! - Punch Card Investing [Ep. 82]	01:18:14
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	04 Feb 2023	Surprise! Meta's Not Dead - Punch Card Investing [Ep. 83]	01:10:14
$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/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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	24 Jul 2021	Q&A (with Frank & Jack!) - Punch Card Investing [Ep. 15]	00:58:43
Frank & Jack sit down to answer your questions about all things investing! 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	31 Jul 2021	Magic Formula, Acquirer's Multiple, & More! - Punch Card Investing [Ep. 16]	01:24:59
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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	07 Aug 2021	$BABA Deep Dive - Punch Card Investing [Ep. 17]	01:32:39
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 Karan: https://karan-gurnani.creator-spring.com/ SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	14 Aug 2021	"I'm Thinking About Buying..." - Punch Card Investing [Ep. 18]	01:21:41
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 Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	21 Aug 2021	13Fs Are Here! (Top Investor Moves in Q2 2021) - Punch Card Investing [Ep. 18 (II)]	01:21:32
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.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	28 Aug 2021	Share Buybacks: Friend or Foe? - Punch Card Investing [Ep. 19]	01:12:18
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/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DS... -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	25 Feb 2023	Super Investor Update! (February 13Fs for Q4 2022) - Punch Card Investing [Ep. 84]	01:27:53
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.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/ PODCAST VERSION -Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184 SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	04 Mar 2023	Buffett Letter Breakdown (& Alibaba Earnings Recap!) - Punch Card Investing [Ep. 85]	01:20:10
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/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/ PODCAST VERSION -Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184 SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	16 Apr 2022	Charlie Sells $BABA (and Elon Buys $TWTR?!) - Punch Card Investing [Ep. 48]	01:04:39
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/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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	09 Apr 2022	More Best Ideas (and Buffett Buys $HPQ!) - Punch Card Investing [Ep. 47]	01:34:40
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	02 Apr 2022	Give Me Your Best Investment Idea Right Now (April 2022) - Punch Card Investing [Ep. 46]	01:17:37
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/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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	26 Mar 2022	Charlie Munger Uses Margin to Buy $BABA - Punch Card Investing [Ep. 45]	01:23:13
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	19 Mar 2022	Has $BABA / China Turned the Corner? - Punch Card Investing [Ep. 44]	01:22:54
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, $SRG continues to look for alternatives. And, everywhere else, volatility reigns supreme. Oh, and the Fed raised rates. OUR GROUP PORTFOLIO -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	12 Mar 2022	Big Tech Value Stocks ($BABA + $FB) - Punch Card Investing [Ep. 43]	01:12:25
$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 "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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	11 Mar 2023	Banks Are Collapsing (What Can We Learn?) - Punch Card Investing [Ep. 86]	01:36:55
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 -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/ PODCAST VERSION -Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184 SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	18 Mar 2023	Give Me Your Best Investment Idea Right Now (March 2023) - Punch Card Investing [Ep. 87]	01:25:43
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 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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	01 Apr 2023	What's Going On With $BABA? (and $SRG Update!) - Punch Card Investing [Ep. 88]	00:47:37
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 -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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	15 Apr 2023	Buffett Buys More Japanese Stocks - Punch Card Investing [Ep. 89]	00:56:32
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://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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	05 Mar 2022	$BABA Earnings, $SRG Buyout, and a Global Crisis - Punch Card Investing [Ep. 42]	01:31:24
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	19 Feb 2022	February 13F Season! (Top Investor Moves in Q4 2021) - Punch Card Investing [Ep. 41]	01:27:19
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	12 Feb 2022	Is Facebook a Value Stock? - Punch Card Investing [Ep. 40]	01:19:51
$FB stock has taken a dramatic dive over the last month. Has Facebook entered value town? Is Meta Platforms a value stock? Should we add it to the Punch Card Investing portfolio?! OUR GROUP PORTFOLIO -Check Out Our Portfolio on Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	05 Feb 2022	EARNINGS INSANITY! ($FB, $AMZN, $SPOT, $PYPL, & More!) - Punch Card Investing [Ep. 39]	01:32:12
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 $SNAP jumped nearly 60% in a day... Let's see if any of these big movers might be entering value town. OUR GROUP PORTFOLIO -Check Out Our Portfolio on Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	29 Jan 2022	Buy the Streaming Dip? ($NFLX, $DIS, $SPOT, & More!) - Punch Card Investing [Ep. 38]	01:21:54
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 $NFLX the other day. OUR GROUP PORTFOLIO -Check Out Our Portfolio on Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SHAMELESS CLONER MERCH -Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/ SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	29 Apr 2023	MAJOR Earnings Season ($GOOG, $AMZN, $META, & More!) - Punch Card Investing [Ep. 90]	01:05:12
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	13 May 2023	Lessons from Berkshire Hathaway Weekend - Punch Card Investing [Ep. 91]	01:16:22
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.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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	20 May 2023	What Top Investors Are Buying (May 13Fs for Q1 2023) - Punch Card Investing [Ep. 92]	01:07:41
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	03 Jun 2023	Are Microcaps Better? - Punch Card Investing [Ep. 93]	01:02:12
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	04 Sep 2021	How to Calculate Intrinsic Value - Punch Card Investing [Ep. 20]	01:22:18
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 by Karan: https://karan-gurnani.creator-spring.com/ SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	11 Sep 2021	Great, Overvalued Companies - Punch Card Investing [Ep. 21]	01:27:07
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's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	18 Sep 2021	Mohnish Pabrai's Best Investments - Punch Card Investing [Ep. 22]	01:14:43
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 -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	25 Sep 2021	What is Going on in China?! (Evergrande, $BABA, & More!) - Punch Card Investing [Ep. 23]	01:22:28
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	02 Oct 2021	Going All In On One Stock - Punch Card Investing [Ep. 24]	01:29:50
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	09 Oct 2021	Special Situations - Punch Card Investing [Ep. 25]	01:12:56
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 Karan: https://karan-gurnani.creator-spring.com/ SUBSCRIBE TO OUR CHANNELS -Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	10 Jun 2023	The Stock Market is Approaching All Time Highs (Again) - Punch Card Investing [Ep. 94]	00:59:07
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 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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	17 Jun 2023	Value Traps and Financial Red Flags - Punch Card Investing [Ep. 95]	00:52:51
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/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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	24 Jun 2023	Buffett Doubles Down?! - Punch Card Investing [Ep. 96]	00:54:35
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.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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	22 Jan 2022	Stock Market Crash?! What We're Doing - Punch Card Investing [Ep. 37]	01:07:16
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	15 Jan 2022	Give Me Your Best Investment Idea Right Now (January 2022) - Punch Card Investing [Ep. 36]	01:36:24
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/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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	18 Dec 2021	Risks When Value Investing (Value Traps & More!) - Punch Card Investing [Ep. 34]	01:38:47
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" 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	08 Jan 2022	Munger Strikes on BABA Again! - Punch Card Investing [Ep. 35]	01:03:27
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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	11 Dec 2021	What's Going On With $SRG?! - Punch Card Investing [Ep. 33]	01:24:21
$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 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 Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.
	15 Jul 2023	Give Me Your Best Investment Idea Right Now (July 2023) - Punch Card Investing [Ep. 97]	01:02:59
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/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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	22 Jul 2023	How to Evaluate Management - Punch Card Investing [Ep. 98]	01:00:34
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/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://www.youtube.com/c/investingwithtom -Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner -Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani -Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	03 Aug 2023	Does Contrarian Investing Work? - Punch Card Investing [Ep. 99]	00:47:32
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 OUR CHANNELS -Mike Sharp's Channel: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	19 Aug 2023	Superinvestor Updates! (August 13Fs for Q2 2023) - Punch Card Investing [Ep. 100]	01:06:05
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/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SUBSCRIBE TO OUR CHANNELS -Tom's Channel: https://www.youtube.com/c/investingwithtom -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	14 Aug 2023	tinyBuild ($TBLD) - Firm Discussions [Ep. 1]	01:23:37
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/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs JAMES'S CHANNEL -Firm Returns: https://www.youtube.com/@FirmReturns/ _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	26 Aug 2023	Analyzing a Company's Moat - Punch Card Investing [Ep. 101]	00:59:54
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 Card Investing Discord: https://discord.gg/yjNa2MSuCs SUBSCRIBE TO OUR CHANNELS -Patrick's Channel: https://www.youtube.com/channel/UC7u8aIaBDkjznE2loYirrOg -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	04 Sep 2023	Sequoia Financial Group ($SEQ.AX) - Firm Discussions [Ep. 2]	01:22:13
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 -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs JAMES'S CHANNEL -Firm Returns: https://www.youtube.com/@FirmReturns/ #valueinvesting #investing #firmdiscussions _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	09 Sep 2023	Reviewing Patrick's Watchlist Stocks! - Punch Card Investing [Ep. 102]	00:57:43
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 TO OUR CHANNELS -Patrick's Channel: https://www.youtube.com/channel/UC7u8aIaBDkjznE2loYirrOg -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley #valueinvesting #investing _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	08 Aug 2023	Nobody Likes This Buyback Machine - Contrarian Corner [Ep. 1]	00:23:15
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/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs MIKE'S CHANNEL -Sharp Investing: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.
	19 Sep 2023	The Contrarian Bet on China - Contrarian Corner [Ep. 2]	00:32:20
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.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs MIKE'S CHANNEL -Sharp Investing: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA _________________________________________________ Disclaimer: This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

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