Punch Card Investing

The Chinese government has recently issued some reassuring statements for investors after what's been an onslaught of negative news. $BABA, $TCEHY, and many others surged on the news following their brutal drawdowns. Meanwhile, $SRG continues to look for alternatives. And, everywhere else, volatility reigns supreme. Oh, and the Fed raised rates.

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​​

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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.

$BABA recently fell below $90 per share, while $FB has sunk below $190 per share, well below their respective all time highs. Are these great value stocks or value traps?

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.

The stock market continues to be wild, with volatility increasing. And the crisis in Ukraine isn't doing anything to calm investors down.

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.

The Q4 2021 13Fs are here! We discuss what top value investors did during the fourth quarter of the year (like Charlie Munger doubling down yet again on $BABA).

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.

$FB stock has taken a dramatic dive over the last month. Has Facebook entered value town? Is Meta Platforms a value stock? Should we add it to the Punch Card Investing portfolio?!

OUR GROUP PORTFOLIO
-Check Out Our Portfolio on 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.

In what's become a wild earnings season, many big names have shed tens (and even hundreds) of billions of dollars in market cap: $FB, $SPOT, and $PYPL to name a few. Meanwhile, $AMZN and others have surged forward. Even $SNAP jumped nearly 60% in a day... Let's see if any of these big movers might be entering value town.

OUR GROUP PORTFOLIO
-Check Out Our Portfolio on 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.

The major streaming companies have been hit pretty hard by the market pullback. In particular, $NFLX, $DIS, and $SPOT, have pulled back significantly in recent weeks. Meanwhile, $DISCA is trying to fight the generally negative trend among the streaming company stocks. Oh, and Bill Ackman bought a bunch of $NFLX the other day.

OUR GROUP PORTFOLIO
-Check Out Our Portfolio on 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.

Is this the beginning of a stock market crash? The S&P 500 is down 5% on the week, and nearly 8.5% to start the year. And sentiment does not appear to be rosy. Here's what we're doing.

OUR GROUP PORTFOLIO
-Check Out Our Portfolio on 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.

With the start of the new year, 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."

OUR GROUP PORTFOLIO
-Check Out Our Portfolio on 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.

Happy New Year! The fellas get together for the first time in 2022 to discuss Charlie Munger's doubling of BABA in Q4, lessons from 2021, and what we're gearing up for in 2022 :)

OUR GROUP PORTFOLIO
-Check Out Our Portfolio on 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.