
projectpunchcard
47 posts

projectpunchcard
@punchcardproj
Fostering an investment industry that thinks long-term and reflects our diverse society






Happy to share the annual letter here. Portfolio fundamentals/expected returns; misnomers on the 1970’s inflation; the danger of high price-to-sales stocks; the Nifty 50 at 50 (which wasn’t); and Berkshire. Bit of a tough go this year but I hope you enjoy. semperaugustus.com/clientletter

The Project Punch Card investing conference is back after a pandemic hiatus! Come to NYC on April 11 to hear from a stellar line up of investment minds & help a great cause! See below 👇 for a sampling of speakers. Tickets are just $199 until March 15. eventbrite.com/e/project-punc…




Job opportunity: a friend of mine is looking to hire a research associate to help him cover software at a well-known investment bank. The ideal candidate has 2-3 yrs experience, good excel modeling skills & is a good writer.
