Reletter
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Edward's Point

Poor Charlie

My personal investing journey

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Substack
PricingOnly free issuesPublishesMonthly
Issues21Founded2 years agoLast Issue4 months ago
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Latest Issues

Constellation Software update

The market is always so dynamic, even though the S&P 500 is near all time highs, there are extreme dislocations in valuations across the board. One main narrative that I find myself contemplating is the drastic rerating of software valuatio...

4 months ago
35
10

2025 recap

Investing is composed of a myriad of emotions. This is par for the journey, but also provides exhilaration as the tidbits slowly form together as the knowledge and experience build together. This is the essence of compounding….slow, slow, s...

5 months ago
5

Vysarn Limited

Vysarn Limited

An attractive area of investing that I have been drawn to has been steady infrastructure businesses. I previously highlighted Secure Waste Infrastructure Corp ($SES.TO) as a company in the midst of a transformation that h...

6 months ago
12
7

Psychology of Markets

“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” - Jason Zweig

One the main reasons I enjoy investing so much is that it unveils so much about my inner self and how I am wired. I may...

7 months ago
4

Random rumblings

Although I am dialed into financial news and headlines, my aim to block out most of the “noise” and focus in on what truly matters. We are often bombarded with financial news, stats, studies, graphs, etc., that makes this info seem larger o...

8 months ago
7
7

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  • Poor Charlie

    Individual investor seeking to share and learn on my journey to compounding my wealth and financial independence. Cheers!

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