Principles

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Risk can’t be reduced a number. Our analysis is qualitative and in-depth. Before we recommend an investment to our clients, the company must pass each of the 7 Punch Card Principles.


The 7 Punch Card Principles

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Technology

Technology is unlikely to render the products and services obsolete.

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Competition

The company is unlikely to succumb to the forces of competition.

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Growth

Future growth is based on reasonable assumptions and is value enhancing.

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Money

Management can be trusted to wisely manage the excess cash generated by the business.

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Margin for Safety

The price per share provides an adequate margin for safety.

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Business Model

The business model is proven and time-tested.

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Investing

Most importantly: Are we willing and eager to put 25% of your own net worth into this company for the next ten years, even if the market were closed that entire time?