Punch Card Investing

What is risk? What kinds of risks do value investors face? And what the heck is a value trap? Jason the After Dinner Investor joins us to discuss!

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.

$SRG has been in the value investing news recently. We discuss some of the changes to their debt with Berkshire Hathaway and recent insider moves to see if the thesis has changed.

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.

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 Q3 2021 13Fs are here! We discuss what top value investors did during the third quarter of the year. We also take some time to chat about the recent $BABA earnings that have sent the stock on another dive.

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.

Facebook recently announced its new focus towards the metaverse, going as far as to change its name to Meta. Does $FB stock present a great value opportunity? Oh yeah, and Mohnish Pabrai sold off $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.

Real estate offers many wonderful investments opportunities, and plenty not so good ones. Let's talk about all things real estate and the advantages and disadvantages of passive and more active strategies.

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.

Another quarter, 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.

Asos is a growing fashion retailer, with a focus on e-commerce. It's stock has seen better days. But the business continues to show promise, despite some setbacks. Does it present a great value opportunity?

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 discuss some potential stock ideas in emerging markets.

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.

What are special situations in investing? Special situations can offer unique opportunities to acquire companies at a discount; whether it be a business working through some fundamental change or an unusual short term event.

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.