Archive - Punch Card Investor

AMD - Investment Notes

Thesis, risks, valuation and returns

Mar 18, 2023 •

Punch Card Investor

December 2022

Some Books I Read in 2022

Investing, business, science, sci fi

Dec 18, 2022 •

Punch Card Investor

LVMH and The Luxury Strategy

A deep dive into luxury brand management

Dec 3, 2022 •

Punch Card Investor

October 2022

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

September 2022

Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition

Deep dive on Nvidia

Sep 18, 2022 •

Punch Card Investor

August 2022

Sea Ltd: An Update

Re-cutting the valuation, and my thoughts on the stock

Aug 30, 2022 •

Punch Card Investor

May 2022

Nvidia - Part 2: "The Data Center is the New Computing Unit"

Deep dive on Nvidia

May 14, 2022 •

Punch Card Investor

April 2022

Nvidia - Part 1: GPUs and Gaming

Deep dive on Nvidia

Apr 11, 2022 •

Punch Card Investor

February 2022

December 2021

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts