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Content

Punch Card Investor

AMD - Investment Notes

March 18, 2023, 1:11 p.m.

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Some Books I Read in 2022

Dec. 18, 2022, 1:53 a.m.

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LVMH and The Luxury Strategy

Dec. 3, 2022, 1:57 p.m.

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Nvidia - Part 4: Valuation and Returns

Oct. 15, 2022, 10:23 a.m.

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Nvidia - Part 3: Beyond GPUs, Software Moat, and Competition

Sept. 18, 2022, 9:09 a.m.

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Sea Ltd: An Update

Aug. 30, 2022, 12:30 p.m.

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Nvidia - Part 2: "The Data Center is the New Computing Unit"

May 14, 2022, 4:42 p.m.

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Nvidia - Part 1: GPUs and Gaming

April 11, 2022, 12:40 p.m.

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Zebra Technologies: The Picks and Shovels of Industries

Feb. 25, 2022, 3:02 p.m.

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Take-Two Update - Earnings, Zynga, and GTA VI

Feb. 12, 2022, 11:11 a.m.

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Year-End Review

Dec. 29, 2021, 9:58 a.m.

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A Year in Reading - Short Takes on My Reading List From 2021

Dec. 15, 2021, 12:13 p.m.

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Sea Ltd, Part 4: Connecting The Dots

Nov. 21, 2021, 10 a.m.

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Sea Ltd, Part 3: SeaMoney - The Fintech Opportunity

Oct. 30, 2021, 1:54 p.m.

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Sea Ltd, Part 2: Shopee - The Everything Store of the Emerging Markets

Oct. 4, 2021, 12:03 p.m.

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Sea Ltd, Part 1: Garena - Building a Global Gaming Cash Engine

Aug. 31, 2021, 12:42 p.m.

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Take-Two Interactive: The Rockstar of Genre-Defining Gaming

Aug. 9, 2021, 11:11 a.m.

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Etsy Q2'21 Update - Is Post-Pandemic Growth Stalling?

Aug. 5, 2021, 2:12 p.m.

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Etsy: Empowering the Passion Economy

July 18, 2021, 9:02 a.m.

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The Punch Card Investor Philosophy

July 7, 2021, 6:41 a.m.

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