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LVMH and The Luxury Strategy
A deep dive into luxury brand management
Dec 3, 2022 • 
Punch Card Investor
AMD - Investment Notes
Thesis, risks, valuation and returns
Mar 18, 2023 • 
Punch Card Investor
Some Books I Read in 2022
Investing, business, science, sci fi
Dec 18, 2022 • 
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Most Popular
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Nvidia - Part 1: GPUs and Gaming
Apr 11, 2022 • Punch Card Investor
Sea Ltd, Part 3: SeaMoney - The Fintech Opportunity
Oct 30, 2021 • Punch Card Investor
Sea Ltd, Part 2: Shopee - The Everything Store of the Emerging Markets
Oct 4, 2021 • Punch Card Investor
Sea Ltd, Part 1: Garena - Building a Global Gaming Cash Engine
Aug 31, 2021 • Punch Card Investor
Nvidia - Part 2: "The Data Center is the New Computing Unit"
May 14, 2022 • Punch Card Investor
Sea Ltd: An Update
Aug 30, 2022 • Punch Card Investor
Nvidia - Part 4: Valuation and Returns
Dec 22: Updated to include my financial model at the end of the article
Oct 15, 2022 • 
Punch Card Investor
Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition
Deep dive on Nvidia
Sep 18, 2022 • 
Punch Card Investor
Sea Ltd: An Update
Re-cutting the valuation, and my thoughts on the stock
Aug 30, 2022 • 
Punch Card Investor
Nvidia - Part 2: "The Data Center is the New Computing Unit"
Deep dive on Nvidia
May 14, 2022 • 
Punch Card Investor
Nvidia - Part 1: GPUs and Gaming
Deep dive on Nvidia
Apr 11, 2022 • 
Punch Card Investor
Zebra Technologies: The Picks and Shovels of Industries
Deep dive on Zebra
Feb 25, 2022 • 
Punch Card Investor
Take-Two Update - Earnings, Zynga, and GTA VI
Implications for returns going forward
Feb 12, 2022 • 
Punch Card Investor
Punch Card Investor
Punch Card Investor
Deep dives on companies in tech, media, gaming and consumer sectors
Recommendations
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Analyzing Good Businesses
Analyzing Good Businesses
YoungHamilton
Maverick Equity Research
Maverick Equity Research
Maverick Equity Research
Investment Ideas by Antonio
Investment Ideas by Antonio
Antonio Linares
From 0 to 1 in the Stock Market
From 0 to 1 in the Stock Market
Giuliano
Farrer 36 Blog
Farrer 36 Blog
Farrer 36 Asset Management

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