Deep dive on Nvidia| punchcardinvestor.substack.com
Re-cutting the valuation, and my thoughts on the stock| punchcardinvestor.substack.com
Deep dive on Nvidia| punchcardinvestor.substack.com
Deep dive on Nvidia| punchcardinvestor.substack.com
Off to a good start, but here's to an even stronger 2022| punchcardinvestor.substack.com
Deep dive on Sea Limited| punchcardinvestor.substack.com
Deep dive on Sea Limited| punchcardinvestor.substack.com
Deep dive on TTWO, a compelling long term gaming investment| punchcardinvestor.substack.com
Deep dive on Etsy, a compelling long term e-commerce investment| punchcardinvestor.substack.com
A deep dive into luxury brand management| punchcardinvestor.substack.com