Norbert Lou

Norbert Lou

Punch Card Management

Value

300.9M

Stocks

5 Stocks (0 new)

Turnover

1.81%

CIK

1631664

Top Holdings

BRK.A(36.38%) SGOV(18.88%) CROX(16.90%) PDD(15.64%) PYPL(12.20%)

About Investor

Established investor leading Punch Card Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
BRK.A - BERKSHIRE HATHAWAY INC DEL Financials 109.45M 145 36.38% 0 - 1,076,598M
SGOV - ISHARES TR Other 56.82M 566,000 18.88% 0 - 70,886M
CROX - CROCS INC Consumer Discretionary 50.85M 594,570 16.90% -37,680 -5.96% 5,084M
PDD - PDD HOLDINGS INC Consumer Discretionary 47.06M 415,004 15.64% 0 - 146,642M
PYPL - PAYPAL HLDGS INC Financials 36.72M 628,907 12.20% -21,540 -3.31% 38,895M