Punch Card Investing

The Q4 2022 13Fs are here! We discuss what top value investors did during the final quarter of the year. Oh, and we have some big updates within the Punch Card team!

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha99

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

PODCAST VERSION
-Audio only version: https://open.spotify.com/show/7I17rYHESTBXacdwhSLk3X?si=a61ab585a9ed4184

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.

$META stock has surged over double from its November 2022 lows, especially following a rebound in its recently announced Q4 earnings. Given Meta's recent investment into its "metaverse" projects, we also discuss company-level and portfolio-level capital allocations.

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.

Rob Vinall has lost a lot of money on Carvana (so far). What can we learn from it? We also discuss some timeless lessons from Charlie Munger.

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.

It's the beginning of a new quarter, and a new year, so it's time for another best ideas stream! We once again attempt to answer the Charlie Munger inspired prompt: "Give me your best investment idea right now."

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.

With the end of 2022 here, and the beginning of 2023 around the corner, we discuss how we plan to improve as investors in the new year.

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.

When it comes to investing in stocks, is cheaper really better?.

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.

As we head into the new year, we discuss the main ideas and investments that we're focusing on right now.

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.

It's 13f season! Let's see what super-investors have been buying (and selling!).

SEEKING ALPHA
-Sign Up for Seeking Alpha Using Our Discount Link: https://bit.ly/PCIseekingalpha

OUR GROUP PORTFOLIO
-Check Out Sharesight and Get 4 Months Free: https://www.sharesight.com/punchcardinvesting/

OUR DISCORD
-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCs

SHAMELESS CLONER MERCH
-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom
-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​
-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​
-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw
-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.