On November 28, 2023, Charlie Munger passed away. We discuss some of our favorite lessons from one of the investing GOATs.

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

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

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SUBSCRIBE TO OUR CHANNELS
-Mike's Channel: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA
-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.

We discuss DSW Capital with Tristan Waine of Hurdle Rate.

SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/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.

Is this contrarian pharmaceutical bet a great opportunity, or just another di-worsification blunder? Mike discusses Bayer stock and some potential scenarios that lay ahead.

SEEKING ALPHA DISCOUNT
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

SHARESIGHT PORTFOLIO TRACKING
-Check Out Sharesight and Get 4 Months 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

#valueinvesting​​​ #investing​​ #contrariancorner

_________________________________________________

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.