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AMD - Investment Notes
Thesis, risks, valuation and returns
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Punch Card Investor
11
December 2022
Some Books I Read in 2022
Investing, business, science, sci fi
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Punch Card Investor
9
LVMH and The Luxury Strategy
A deep dive into luxury brand management
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Punch Card Investor
6
October 2022
Nvidia - Part 4: Valuation and Returns
Dec 22: Updated to include my financial model at the end of the article
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Punch Card Investor
26
September 2022
Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition
Deep dive on Nvidia
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Punch Card Investor
5
August 2022
Sea Ltd: An Update
Re-cutting the valuation, and my thoughts on the stock
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Punch Card Investor
29
May 2022
Nvidia - Part 2: "The Data Center is the New Computing Unit"
Deep dive on Nvidia
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Punch Card Investor
7
April 2022
Nvidia - Part 1: GPUs and Gaming
Deep dive on Nvidia
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Punch Card Investor
4
February 2022
Zebra Technologies: The Picks and Shovels of Industries
Deep dive on Zebra
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Punch Card Investor
6
Take-Two Update - Earnings, Zynga, and GTA VI
Implications for returns going forward
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Punch Card Investor
December 2021
Year-End Review
Off to a good start, but here's to an even stronger 2022
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Punch Card Investor
6
A Year in Reading - Short Takes on My Reading List From 2021
Plus a special podcast episode
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Punch Card Investor
3
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