AMD - Investment Notes
Thesis, risks, valuation and returns
Punch Card Investor
Deep dives on companies in tech, media, gaming and consumer sectors
Dormant Last read · last published · next check
Read 3 days ago and current, but nothing has been published for 3 years.
Latest posts
Some Books I Read in 2022
Investing, business, science, sci fi
LVMH and The Luxury Strategy
A deep dive into luxury brand management
Nvidia - Part 4: Valuation and Returns
Dec 22: Updated to include my financial model at the end of the article
Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition
Deep dive on Nvidia
Sea Ltd: An Update
Re-cutting the valuation, and my thoughts on the stock
Nvidia - Part 2: "The Data Center is the New Computing Unit"
Deep dive on Nvidia
Nvidia - Part 1: GPUs and Gaming
Deep dive on Nvidia
Zebra Technologies: The Picks and Shovels of Industries
Deep dive on Zebra
Take-Two Update - Earnings, Zynga, and GTA VI
Implications for returns going forward