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NU +74% Net Income + Our Serial Acquirer Deploys 95% of FCF on M&A
May 23
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NU +74% Net Income + Our Serial Acquirer Deploys 95% of FCF on M&A
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25.9% ROIC, 65% Recurring Revenue, Down 44% From Highs
Mar 7
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25.9% ROIC, 65% Recurring Revenue, Down 44% From Highs
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32% Customer Growth Rate, 74% Operating Margin, Down 26% From Recent Highs
Apr 18
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32% Customer Growth Rate, 74% Operating Margin, Down 26% From Recent Highs
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£65 million into over £1 billion in just 7 years
Jun 6
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£65 million into over £1 billion in just 7 years
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Portfolio Update #15 📊
Full Transparency: What We're Buying & Holding Right Now
Jun 20
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Portfolio Update #15 📊
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4 Questions I Ask Before Every Investment (That Most Investors Skip)
The framework that's kept me from countless losses
Jun 11
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4 Questions I Ask Before Every Investment (That Most Investors Skip)
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Why 99% of Stock Screeners Are Worthless (Here's What Actually Works)
The uncomfortable truth about finding great investments - and why Charlie Munger never needed a single screener
Jun 9
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Why 99% of Stock Screeners Are Worthless (Here's What Actually Works)
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£65 million into over £1 billion in just 7 years
This stock has potential to become our largest position...
Jun 6
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£65 million into over £1 billion in just 7 years
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The Lollapalooza Effect: Why Multiple Factors Create Investment Opportunities Others Miss
When several forces align, the result isn't addition - it's multiplication
Jun 2
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The Lollapalooza Effect: Why Multiple Factors Create Investment Opportunities Others Miss
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🚀 The Best of Schwar Capital
All 11 of our Published Investment Thesis Statements (2 FREE)
May 30
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🚀 The Best of Schwar Capital
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The Hidden Power of Doing Nothing (and Being Ready for Everything)
Why Buffett is Hoarding So Much Cash
May 26
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The Hidden Power of Doing Nothing (and Being Ready for Everything)
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NU +74% Net Income + Our Serial Acquirer Deploys 95% of FCF on M&A
Breaking down two critical earnings reports that tell very different stories
May 23
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NU +74% Net Income + Our Serial Acquirer Deploys 95% of FCF on M&A
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