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Punch Card Investor
Deep dives on leading companies in tech, media, gaming and consumer sectors
Launched 10 months ago
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Nvidia - Part 2: "The Data Center is the New Computing Unit"
Deep dive on Nvidia
Punch Card Investor
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Nvidia - Part 2: "The Data Center is the New Computing Unit"
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Nvidia - Part 1: GPUs and Gaming
Deep dive on Nvidia
Punch Card Investor
Apr 11
23
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Nvidia - Part 1: GPUs and Gaming
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Zebra Technologies: The Picks and Shovels of Industries
Deep dive on Zebra
Punch Card Investor
Feb 25
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Zebra Technologies: The Picks and Shovels of Industries
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Take-Two Update - Earnings, Zynga, and GTA VI
Implications for returns going forward
Punch Card Investor
Feb 12
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Take-Two Update - Earnings, Zynga, and GTA VI
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Year-End Review
Off to a good start, but here's to an even stronger 2022
Punch Card Investor
Dec 29, 2021
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Year-End Review
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A Year in Reading - Short Takes on My Reading List From 2021
Plus a special podcast episode
Punch Card Investor
Dec 15, 2021
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A Year in Reading - Short Takes on My Reading List From 2021
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Sea Ltd, Part 4: Connecting The Dots
Deep dive on Sea Limited
Punch Card Investor
Nov 21, 2021
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Sea Ltd, Part 4: Connecting The Dots
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Sea Ltd, Part 3: SeaMoney - The Fintech Opportunity
Deep dive on Sea Limited
Punch Card Investor
Oct 30, 2021
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Sea Ltd, Part 3: SeaMoney - The Fintech Opportunity
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