Punch Card Investor

Meditations about investing and equity research.

Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Early AMD and Tesla investor, with a 2,500% return since 2014. Gain insights into my research process by reading my deep dives. One free deep dive per month. Deep dive updates for paid subscribers only.

Looking for compelling stories and long shelf life insights within Asia-Pacific

The Farrer Wealth newsletter includes our latest blog posts, updates, and general articles we find interesting. Happy reading and happy investing!

Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time