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Norbert Lou

Punch Card Capital; ultra-concentrated quality value

Manager of Punch Card Capital, a highly concentrated value fund following a Buffett-style approach to long-term portfolio construction.

#40Value Investors
54/ 100
Authority scoreNotable
1lists#40peak1primary1category
05
Top 100 Value Investors
Rank #40·Punch Card Capital; ultra-concentrated quality value
Appears alongside

Top neighbors of Norbert Lou

8people
01
Allan Mecham
Arlington Value; quiet 30%+ CAGR, "Tao of value"
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02
Álvaro Guzmán de Lázaro
azValor; Spanish deep-cyclical contrarian
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03
Andrew Brenton
Turtle Creek; concentrated Canadian value, 20%+ CAGR
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04
Anthony Bolton
Fidelity UK / China; contrarian special situations
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05
Aswath Damodaran
NYU "dean of valuation"; story-to-numbers DCF discipline
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06
Ben Hunt
Epsilon Theory; narrative-aware value and meta-game
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07
Ben Inker
GMO; 7-year forecasts, valuation-driven asset allocation
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08
Benjamin Graham
Father of value investing; net-nets, margin of safety, Mr. Market (Security Analysis, The Intelligent Investor)
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Last updated
10 May 2026
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