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Punch Card Investor

Deep dives on companies in tech, media, gaming and consumer sectors

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PricingOnly free issuesPublishesWeekly
Issues20Founded5 years agoLast Issue3 years ago
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Latest Issues

AMD - Investment Notes

Hello friends,

Quick side note - for those who use Twitter, please follow me on my new account @punchycapital. My original Punch Card Investor account was unfortunately hacked a few weeks ago and has been deactivated. Twitter seems to be b...

3 years ago
29
11

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...

3 years ago
22
9

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...

3 years ago
78
8

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...

4 years ago
29
27

Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition

Despite being a hardware company, software has been engrained in Nvidia’s DNA from its very early days. In the 1990s it broke away from standard industry practices and started using software emulation to develop GPUs at a faster cycle than...

4 years ago
27
5

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  • Punch Card Investor

    Long term investor in durable businesses. Writing deep dive research on companies in tech, media, gaming and consumer sectors.

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