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​​ _________________________ ..read more

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 ..read more

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 ..read more

We discuss Nelnet with Ryan & Brett of Chit Chat Money. SEEKING ALPHA DISCOUNT -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/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 ..read more

Business is hard. Downturns, struggles, missteps, and difficulties are bound to happen. Mike and Jack discuss business ownership and navigating bad times. SEEKING ALPHA -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha OUR GROUP PORTFOLIO -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/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/JackDuff ..read more

We discuss International Workplace Group with Andrew Marshall of Capital Mindset. SEEKING ALPHA DISCOUNT -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs JAMES'S CHANNEL -Firm Returns: https://www.youtube.com/@FirmReturns/ #valueinvesting​​​ #investing​​ #firmdiscussions _________________________________________________ Disclaimer: This channel, and any communic ..read more

Are UK stocks cheap? If so, what makes them cheap? SEEKING ALPHA -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha OUR GROUP PORTFOLIO -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs SUBSCRIBE TO OUR CHANNELS -Patrick's Channel: https://www.youtube.com/channel/UC7u8aIaBDkjznE2loYirrOg -Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​ #valueinvesting​​​ #investing​​ _________________________________________________ Disclaimer ..read more

We discuss L'Occitane International SA with Michael Fritzell of Asian Century Stocks. SEEKING ALPHA DISCOUNT -Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha SHARESIGHT PORTFOLIO TRACKING -Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/ OUR DISCORD -Punch Card Investing 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 informa ..read more

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 _________________________________________________ Disc ..read more

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​​ _________________________________________________ Disc ..read more