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Recent Blog Posts

Interview with Mr. Geoff Gannon of Focused Compouding
Follow Up on CBRE
CBRE: Using An Industry Deep Dive to Detect an Emerging Moat
How Are We Doing?: A Second Look at Amerco (UHAL)
A Cautionary Tale: Trump Hotels & Casino Resorts (DJT)
Hibbett Sports: A Bricks-and-Mortar Winner in Retail?
Product Review: Sentieo
How Are We Doing?: A Second Look At Conn’s
Following Up on Winmark
Winmark & The Evolving Retail Industry
MLPs: Be Cautious When The Boring Is Made Exciting
The Sam Hinkie Resignation Letter
Collectors Universe: The Poor Man’s Moody’s
A Closer Look at Live Nation’s Acquisition Strategy
“Welcome to Adult Life”: American Express, Synchrony Financial & the Changing Credit Card Landscape
Reconsidering OnDeck & Data Network Effects
An Ephemeral Form of Value: Thoughts on the 2015 Pershing Square Investor Letter
Time Warner (TWX): A Compelling Short?
OnDeck Capital (ONDK) & The Re-Engineering of Small Business Lending
Cable One: A Starkly Different Approach to The US Cable Industry
Charter: John Malone’s Return to The US Cable Industry
Q2 2015 Form 13-F Summary
Discovery Communications & the Uncertain Future of Pay-TV
Why Did John Malone Invest in Lions Gate?
Sirius XM Holdings & The Subscription Media Business

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"I could improve your ultimate financial welfare by giving you a ticket with only twenty slots in it so that you had twenty punches - representing all the investments that you got to make in a lifetime. And once you'd punched through the card, you couldn't make any more investments at all. Under those rules, you'd really think carefully about what you did, and you'd be forced to load up on what you'd really thought about. So you'd do so much better." - Warren Buffett

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Punch Card Research

Punch Card Research helps busy investment professionals gain the valuable insights they need to make smart investment decisions. Whether you are a hedge fund that needs an extra pair of hands, an RIA looking to add Wall Street-level analysis to your practice, or an investor seeking someone to challenge your thesis, Punch Card can help. Each project is customized and tailored to your specific needs.

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Recent Punch Entries

Interview with Mr. Geoff Gannon of Focused Compouding
Follow Up on CBRE
CBRE: Using An Industry Deep Dive to Detect an Emerging Moat
How Are We Doing?: A Second Look at Amerco (UHAL)
A Cautionary Tale: Trump Hotels & Casino Resorts (DJT)

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