Schwar Capital Research
We hunts for asymmetric investment opportunities and share our portfolio decisions weekly. These are personal opinions only - not investment advice.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 212 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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schwarcapital.comLatest Issues
My Top 25 Investing Books
To read our full disclaimer, click here.
Every investor has a handful of books that genuinely changed how they see the world.
Not the ones that sit pretty on a shelf to impress visitors.
The dog-eared ones. The ones with margins full of...
NEW POSITION: A Rare Disease Compounder
A US-listed portfolio position, executing ahead of plan, with a freshly raised long-term vision.
To read our full disclaimer, click here.
The Pyramid: How I Actually Build a Portfolio
A companion piece to this month's portfolio update. The trades only make sense if you understand the structure they serve - so here's my structure, written down properly.
To read our full disclaimer, click here.
June Portfolio Update: One Out, Three In
A busier month than usual. One position closed, two added to, and three brand-new names entering the book.
To read our full disclaimer, click here.
CeoTronics Update: Three Records, One Caveat
Preliminary FY2025/26 print
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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The writers behind this newsletter.
We hunts for asymmetric investment opportunities and share our portfolio decisions weekly. These are personal opinions only - not investment advice.
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