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• Punch Card Investor

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

  10 posts · theirs

Lately

• AMD - Investment Notes

  Punch Card Investor · 2023-03-18

• Some Books I Read in 2022

  Punch Card Investor · 2022-12-18

• LVMH and The Luxury Strategy

  Punch Card Investor · 2022-12-03

• Nvidia - Part 4: Valuation and Returns

  Punch Card Investor · 2022-10-15

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

  Punch Card Investor · 2022-09-18

• Sea Ltd: An Update

  Punch Card Investor · 2022-08-30

• Nvidia - Part 2: "The Data Center is the New Computing Unit"

  Punch Card Investor · 2022-05-14

• Nvidia - Part 1: GPUs and Gaming

  Punch Card Investor · 2022-04-11

• Zebra Technologies: The Picks and Shovels of Industries

  Punch Card Investor · 2022-02-25

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

  Punch Card Investor · 2022-02-12

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