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%)
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.
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.
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