Archive - Schwar Capital

Serial Acquirer Doubling EPS Every 5 Years With Chris Mayer On The Board

A new addition to the portfolio.

Nov 29, 2024 •

2024 Portfolio Review | Schwar Capital

We've hit 2500 subscribers!

Jan 1 •

22% Customer Growth, 58% Revenue Growth, 29% ROE

For Premium Members Only

Feb 21 •

We Might Go 50%+ Into This One Stock

New Position Investment Thesis Part 2

Jun 27 •

I Read Every Berkshire Letter Since 1965. Here's What Nobody Talks About.

The hidden insights from 60 years of Buffett's wisdom that could change how you think about investing forever

Jul 7 •

25.9% ROIC, 65% Recurring Revenue, Down 44% From Highs

40+ Year Industry Leader Trading At 17.3x Forward P/FCF Now Expanding Through Strategic M&A

Mar 7 •

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 •

£65 million into over £1 billion in just 7 years

This stock has potential to become our largest position...

Jun 6 •

32% Customer Growth Rate, 74% Operating Margin, Down 26% From Recent Highs

Is this a stock for all markets?

Apr 18 •

+35% Gain on UBER: The Ride Continues + Our Top Holding's Earnings Breakdown

Breaking down two critical earnings reports that tell very different stories

May 9 •

Portfolio Update #12 📊

Full Access to Our Holdings

Mar 28 •

Why Most Portfolios Are Built to Fail

The case for owning less and knowing more...

Jan 22 •

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