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 | 201 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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schwarcapital.comLatest Issues
ACFN Q1 2026: A Lackluster Quarter, A More Interesting AIO
Q1 was weak. Q2 will probably be weak. But the long-term thesis got more interesting, not less - and the 10-Q has a detail nobody is talking about yet.
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April Portfolio Update
Up 12.5% year-to-date versus 5.3% for the benchmark. Here's what I'm doing...
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The Biology of Bad Decisions
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There’s a French expression for twilight: l’heure entre chien et loup.
The hour between dog and wolf.
It describes the moment at dusk when the light fails and you can no longer tell if the shape...
10 Stocks I'm Looking at Right Now
April Watchlist Update
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Revenue Up 33%, EPS Up 87%, and the Data Center Pivot Is Now Real (NASDAQ: PPIH)
Record fiscal year, $54 million in fresh awards four days later, and a two-vector growth engine now fully operating.
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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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