Welcome to The Punch Card Investor
Private investor doing deep dives on companies in tech, gaming, media and consumer sectors.
Currently working in private equity in Singapore. Previously ex-M&A and investment banking.
Companies covered: Etsy, Take-Two, Sea Limited, Zebra Technologies, Nvidia, LVMH, AMD
Feel free to reach out anytime via comments in the blog or Twitter @punchycapital
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Long term investor in durable businesses. Writing deep dive research on companies in tech, media, gaming and consumer sectors.