Punch Card Investing

The Q2 2022 13Fs are here! We discuss what top value investors did during the second quarter of the 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/

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​​

#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.

We chat about what's going on with our individual portfolios and recent updates to some of our favorite stocks. We also talk about $SRG's recent big news about selling a large portion of its portfolio!

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.

Alibaba just released its recent earnings report, and it wasn't exactly pretty in some important areas. The After Dinner Investor joins us to discuss $CVNA as well!

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.

There are a number of alleged "Mini-Berkshires" trading on the public markets. But can they really compare to their namesake?

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.

In an inflationary environment, many people might be concerned about investing in banks. But they may offer an interesting opportunity. We talk about the business of banking and some potential ideas in the space (like $HIFS, among others).

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 YOUTUBE 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.

Seritage Growth Properties recently announced their intention to liquidate their entire portfolio and dissolve, subject to a vote of the shareholders. Does this make $SRG a sure bet, even during a time of heightened volatility?

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, 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." And this comes right after some big news about $SRG's intention to liquidate and Elon Musk backing out of the Twitter deal!

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.

We chat about Prosus stock ($PROSY), which trades at a significant discount to its net asset value after a home run investment in Tencent.

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/punchcardi...

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....

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwi...
-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/UC7DS...
-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.

Micron is a large investment for Mohnish Pabrai, Li Lu, and many others. The price is down. Is now the time to take a closer look?

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/punchcardi...

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....

SUBSCRIBE TO OUR CHANNELS
-Investing with Tom's Channel: https://www.youtube.com/c/investingwi...
-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/UC7DS...
-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.

Inflation readings remain high and the market remains volatile. A high inflation reading in the US capped off a tough week for the stock market.

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.