Episodi

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

    A Tribute to Charlie Munger - Punch Card Investing [Ep. 105]
    Dec 2 2023

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

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    _________________________________________________

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

    DSW Capital ($DSW.L) - Firm Discussions | Ep. 6
    Nov 14 2023

    We discuss DSW Capital with Tristan Waine of Hurdle Rate.

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    -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.
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    1 ora e 26 min
  • Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]

    Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3]
    Nov 1 2023

    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.

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

    Nelnet, Inc. ($NNI) - Firm Discussions | Ep. 5
    Oct 23 2023

    We discuss Nelnet with Ryan & Brett of Chit Chat Money.

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    -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.
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    1 ora e 2 min
  • Navigating a Business Decline - Punch Card Investing [Ep. 104]

    Navigating a Business Decline - Punch Card Investing [Ep. 104]
    Oct 21 2023

    Business is hard. Downturns, struggles, missteps, and difficulties are bound to happen. Mike and Jack discuss business ownership and navigating bad times.

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    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.
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    1 ora e 6 min
  • International Workplace Group ($IWG.L) - Firm Discussions | Ep. 4

    International Workplace Group ($IWG.L) - Firm Discussions | Ep. 4
    Oct 9 2023

    We discuss International Workplace Group with Andrew Marshall of Capital Mindset.

    SEEKING ALPHA DISCOUNT
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    SHARESIGHT PORTFOLIO TRACKING
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    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.
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    58 min
  • Why Are UK Stocks Cheap? - Punch Card Investing [Ep. 103]

    Why Are UK Stocks Cheap? - Punch Card Investing [Ep. 103]
    Sep 30 2023

    Are UK stocks cheap? If so, what makes them cheap?

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

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    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.
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    1 ora e 6 min
  • L'Occitane International SA ($LCCTF) - Firm Discussions [Ep. 3]

    L'Occitane International SA ($LCCTF) - Firm Discussions [Ep. 3]
    Sep 25 2023

    We discuss L'Occitane International SA with Michael Fritzell of Asian Century Stocks.

    SEEKING ALPHA DISCOUNT
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    SHARESIGHT PORTFOLIO TRACKING
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    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.
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    43 min