Punch Card Investor
Punch Card InvestorDeep dives on companies in tech, media, gaming and consumer sectors
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | punchcardinvestor.substack.com |
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AMD - Investment Notes
Hello friends,
Some Books I Read in 2022
Just like last year, I thought it would be fun to wrap up the year with some recaps of a couple of books I enjoyed this year. Again a mixed bag here across investing, business, economics, science and sci fi. Hopefully you can find some good...
LVMH and The Luxury Strategy
I recently read The Luxury Strategy by Jean-Noël Kapferer, the book that is considered the definitive guide to understanding luxury consumer brands. The principles examined in it were really insightful, and while I originally intended to po...
Nvidia - Part 4: Valuation and Returns
Over the last three articles I explored Nvidia’s moat and the risks it faces in its key segments of gaming and data center. This article is a valuation piece where I present some thoughts on future returns. The folly of trying to forecast g...
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Authors
The writers behind this newsletter.
Long term investor in durable businesses. Writing deep dive research on companies in tech, media, gaming and consumer sectors.
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