Punch Card Investor

Home
Archive
About
LVMH and The Luxury Strategy
A deep dive into luxury brand management
 • 
Punch Card Investor
6
AMD - Investment Notes
Thesis, risks, valuation and returns
 • 
Punch Card Investor
11
Some Books I Read in 2022
Investing, business, science, sci fi
 • 
Punch Card Investor
9
Most Popular
View all
Nvidia - Part 1: GPUs and Gaming
 • Punch Card Investor
4
Sea Ltd, Part 3: SeaMoney - The Fintech Opportunity
 • Punch Card Investor
2
Sea Ltd, Part 1: Garena - Building a Global Gaming Cash Engine
 • Punch Card Investor
22
Sea Ltd: An Update
 • Punch Card Investor
31
Sea Ltd, Part 2: Shopee - The Everything Store of the Emerging Markets
 • Punch Card Investor
7
New
Top
Community
Nvidia - Part 4: Valuation and Returns
Dec 22: Updated to include my financial model at the end of the article
 • 
Punch Card Investor
26
Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition
Deep dive on Nvidia
 • 
Punch Card Investor
5
Sea Ltd: An Update
Re-cutting the valuation, and my thoughts on the stock
 • 
Punch Card Investor
31
Nvidia - Part 2: "The Data Center is the New Computing Unit"
Deep dive on Nvidia
 • 
Punch Card Investor
7
Nvidia - Part 1: GPUs and Gaming
Deep dive on Nvidia
 • 
Punch Card Investor
4
Zebra Technologies: The Picks and Shovels of Industries
Deep dive on Zebra
 • 
Punch Card Investor
6
Take-Two Update - Earnings, Zynga, and GTA VI
Implications for returns going forward
 • 
Punch Card Investor
Punch Card Investor
Punch Card Investor
Deep dives on companies in tech, media, gaming and consumer sectors
Recommendations
View all 7
Maverick Equity Research
Maverick Equity Research
Maverick Equity Research
Investment Ideas by Antonio
Investment Ideas by Antonio
Antonio Linares
The Asianometry Newsletter
The Asianometry Newsletter
Jon Y
From 0 to 1 in the Stock Market
From 0 to 1 in the Stock Market
Giuliano
Allocators Asia
Allocators Asia
Kalani Scarrott

Punch Card Investor

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