Buffett Doubles Down?! - Punch Card Investing [Ep. 96]

Punch Card Investing

#Trading #Business #Punch Card Investing

28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

2 года назад 54:35

MP3•Главная эпизода

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.
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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.

115 эпизодов

Punch Card Investing

Buffett Doubles Down?! - Punch Card Investing [Ep. 96]

Punch Card Investing

published 2 года назад

MP3•Главная эпизода

115 эпизодов

#Trading #Business #Punch Card Investing

सभी एपिसोड

Punch Card Investing

1
A Tribute to Charlie Munger - Punch Card Investing [Ep. 105] 33:29

1 year назад33:29

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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.…

Punch Card Investing

1
DSW Capital ($DSW.L) - Firm Discussions | Ep. 6 1:25:41

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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.…

Punch Card Investing

1
Is There Anything to Not Hate About This Pharma Stock? - Contrarian Corner [Ep. 3] 24:46

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24:46

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.…

Punch Card Investing

1
Nelnet, Inc. ($NNI) - Firm Discussions | Ep. 5 1:01:58

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1:01:58

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 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.…

Punch Card Investing

1
Navigating a Business Decline - Punch Card Investing [Ep. 104] 1:06:10

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1:06:10

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/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.…

Punch Card Investing

1
International Workplace Group ($IWG.L) - Firm Discussions | Ep. 4 57:57

1 year назад57:57

57:57

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 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.…

Punch Card Investing

1
Why Are UK Stocks Cheap? - Punch Card Investing [Ep. 103] 1:06:01

1 year назад1:06:01

1:06:01

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: 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.…

Punch Card Investing

1
L'Occitane International SA ($LCCTF) - Firm Discussions [Ep. 3] 42:37

1 year назад42:37

42:37

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 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.…

Punch Card Investing

1
The Contrarian Bet on China - Contrarian Corner [Ep. 2] 32:20

2 years назад32:20

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.…

Punch Card Investing

1
Reviewing Patrick's Watchlist Stocks! - Punch Card Investing [Ep. 102] 57:43

2 years назад57:43

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.…

Punch Card Investing

1
Sequoia Financial Group ($SEQ.AX) - Firm Discussions [Ep. 2] 1:22:13

2 years назад1:22:13

1:22:13

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.…

Punch Card Investing

1
Analyzing a Company's Moat - Punch Card Investing [Ep. 101] 59:54

2 years назад59:54

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.…

Punch Card Investing

1
Superinvestor Updates! (August 13Fs for Q2 2023) - Punch Card Investing [Ep. 100] 1:06:05

2 years назад1:06:05

1:06:05

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.…

Punch Card Investing

1
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2 years назад1:23:37

1:23:37

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.…

Punch Card Investing

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