Punch Card Investing

On November 28, 2023, Charlie Munger passed away. We discuss some of our favorite lessons from one of the investing GOATs.SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSUBSCRIBE TO OUR CHANNELS-Mike's Channel: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA-Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

We discuss DSW Capital with Tristan Waine of Hurdle Rate.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns: https://www.youtube.com/@FirmReturns/#valueinvesting​​​ #investing​​ #firmdiscussions_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

Is this contrarian pharmaceutical bet a great opportunity, or just another di-worsification blunder? Mike discusses Bayer stock and some potential scenarios that lay ahead.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsMIKE'S CHANNEL-Sharp Investing: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA#valueinvesting​​​ #investing​​ #contrariancorner_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

We discuss Nelnet with Ryan & Brett of Chit Chat Money.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns: https://www.youtube.com/@FirmReturns/_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

Business is hard. Downturns, struggles, missteps, and difficulties are bound to happen. Mike and Jack discuss business ownership and navigating bad times.SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSUBSCRIBE TO OUR CHANNELS-Mike's Channel: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA-Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

We discuss International Workplace Group with Andrew Marshall of Capital Mindset.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns: https://www.youtube.com/@FirmReturns/#valueinvesting​​​ #investing​​ #firmdiscussions_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

Are UK stocks cheap? If so, what makes them cheap?SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSUBSCRIBE TO OUR CHANNELS-Patrick's Channel: https://www.youtube.com/channel/UC7u8aIaBDkjznE2loYirrOg-Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​#valueinvesting​​​ #investing​​_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

We discuss L'Occitane International SA with Michael Fritzell of Asian Century Stocks.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsJAMES'S CHANNEL-Firm Returns: https://www.youtube.com/@FirmReturns/_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

Welcome back to Contrarian Corner! In this episode, Mike analyzes Alibaba and Pinduduo, two Chinese mega-companies that might be worth a closer look.SEEKING ALPHA DISCOUNT-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaSHARESIGHT PORTFOLIO TRACKING-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsMIKE'S CHANNEL-Sharp Investing: https://www.youtube.com/channel/UCnuJRnTXxVFrtWdEivw-kBA_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.

We talk about some of the stocks on Patrick's watchlist.SEEKING ALPHA-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalphaOUR GROUP PORTFOLIO-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSUBSCRIBE TO OUR CHANNELS-Patrick's Channel: https://www.youtube.com/channel/UC7u8aIaBDkjznE2loYirrOg-Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​#valueinvesting​​​ #investing​​_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links. We are participants in Seeking Alpha's affiliate program. Our content reflects our own opinions, which may not reflect those of Seeking Alpha.