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Schwar Capital Research

Schwar Capital Research

We hunts for asymmetric investment opportunities and share our portfolio decisions weekly. These are personal opinions only - not investment advice.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues147SubscribersRead schwarcapital.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The SCRai: 10 Asymmetric Ideas Beyond the Portfolio

Three Elevator Pitches + Seven Other Ideas to Start Your Research

a month ago
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An Infrastructure Play and a Potential Multibagger | Two New Portfolio Additions:

Management saying "we won't sell cheap" + a roll-up buying at 5-7x EBITDA

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Introducing Schwar Capital Research

To read our full disclaimer, click here.

a month ago
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Evolution AB Q3 2025

A Tale of Three Continents

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  • Schwar Capital Research

    We hunts for asymmetric investment opportunities and shares our portfolio decisions weekly. These are personal opinions only - not investment advice.

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