projectpunchcard

47 posts

projectpunchcard

projectpunchcard

@punchcardproj

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

Katılım Ekim 2019
79 Takip Edilen265 Takipçiler
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projectpunchcard
projectpunchcard@punchcardproj·
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…
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projectpunchcard@punchcardproj·
We always enjoy @NeckarValue’s writing here at PPC, but especially loved this edition which mentions one of our favorite of Buffett’s concepts, and our org’s namesake, the “punch card.” A great read on Buffett’s lectures at the University of Notre Dame. open.substack.com/pub/neckar/p/b…
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projectpunchcard@punchcardproj·
New to the conference this year is @ChrisBloomstran of Semper Augustus. His annual letters are eagerly awaited by value investors and Berkshire watchers. As long-term partisans, we like the section in this year’s letter on the Nifty Fifty.
Christopher Bloomstran@ChrisBloomstran

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

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projectpunchcard@punchcardproj·
Back with more speakers you’ll see at this April’s 2023 Punch Card Conference! Joining the senior members of the investing pantheon in the first thread are leading lights like retired great Lee Cooperman of Omega Advisors and rising star @alixpasquet of Prime Macaya.
projectpunchcard@punchcardproj

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…

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projectpunchcard
projectpunchcard@punchcardproj·
PS: Are you a student? You’re at the center of PPC’s mission. DM us here for a discounted rate.
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projectpunchcard
projectpunchcard@punchcardproj·
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…
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projectpunchcard retweetledi
Rochelle Kopp / Japan Intercultural Consulting
Interesting research from Goldman Sachs: Japanese firms with the highest ratios of female managers post higher sales growth and ROEs.
Rochelle Kopp / Japan Intercultural Consulting tweet media
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