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TruFin Sells Playstack: The Catalyst Fired, and Why I'm Selling (TRU.L)
£125m for Playstack, a proposed £70m return at 140p, and a stub I don't have an edge in. The endgame I kept flagging has arrived. The thesis didn't…
19 hrs ago
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Schwar Capital Research
4
The Five Taleb Lessons That Shape Schwar Capital
Investing in a world you cannot predict
May 18
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Schwar Capital Research
17
1
KFS Q1 2026: The J-Curve Has Turned.
Adjusted EBITDA up 78%, KSX at record profitability, every business firing at once. And there is a quiet re-rating catalyst nobody is pricing in.
May 15
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Schwar Capital Research
6
2
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.
May 11
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Schwar Capital Research
8
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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...
May 5
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Schwar Capital Research
4
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The Biology of Bad Decisions
Why most investors are running 21st-century markets on Stone Age hardware
May 1
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Schwar Capital Research
9
2
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April 2026
10 Stocks I'm Looking at Right Now
April Watchlist Update
Apr 29
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Schwar Capital Research
6
2
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.
Apr 24
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Schwar Capital Research
6
Why 30% of Our Portfolio Sits in One Stock...
Fat Pitches
Apr 20
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Schwar Capital Research
10
3
A Toll-Booth Microcap Hiding in Plain Sight
12x cash earnings, 31% royalty growth, a fresh NCIB, and insiders buying in the open market
Apr 17
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Schwar Capital Research
10
4
Why the Best Decision You Ever Made Might Have Lost You Money (And Why That's Fine)
Annie Duke's Thinking in Bets explains the single biggest mistake investors make - and it has nothing to do with stock picking.
Apr 13
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Schwar Capital Research
8
1
Why Your Hit Rate Doesn't Matter (And What Actually Does)
The maths behind the world's best investors prove that being right isn't the game. Being right big is.
Apr 10
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Schwar Capital Research
9
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