Punch Card Investor

Home
Archive
About
Investing, business, science, sci fi
9
A deep dive into luxury brand management
6
Thesis, risks, valuation and returns
11
Dec 22: Updated to include my financial model at the end of the article
26

Most popular

6
4
29
22
2
7
See all popular
NewCommunity
Deep dive on Nvidia
5
Re-cutting the valuation, and my thoughts on the stock
29
Deep dive on Nvidia
7
Deep dive on Nvidia
4
Deep dive on Zebra
6
Implications for returns going forward
Off to a good start, but here's to an even stronger 2022
6
Plus a special podcast episode
3
See all

Most popular

6
4
29
22
2
7
See all popular

Punch Card Investor

Deep dives on companies in tech, media, gaming and consumer sectors
RecommendationsView all 9
From 0 to 1 in the Stock Market
From 0 to 1 in the Stock Market
Giuliano
Allocators Asia
Allocators Asia
Kalani Scarrott
Investment Ideas by Antonio
Investment Ideas by Antonio
Antonio Linares
Palantir Bullets
Palantir Bullets
Arny Trezzi
The Long Game
The Long Game
The Long Game Investor

Punch Card Investor

AboutArchiveRecommendationsSitemap
© 2023 Punch Card Investor
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing