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

Zebra Technologies: The Picks and Shovels of Industries

Deep dive on Zebra

Feb 25, 2022 •

Punch Card Investor

Take-Two Update - Earnings, Zynga, and GTA VI

Implications for returns going forward

Feb 12, 2022 •

Punch Card Investor

December 2021

Year-End Review

Off to a good start, but here's to an even stronger 2022

Dec 29, 2021 •

Punch Card Investor

A Year in Reading - Short Takes on My Reading List From 2021

Plus a special podcast episode

Dec 15, 2021 •

Punch Card Investor

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