Firstly, thank you for being a subscriber.
We’ve been working hard behind the scenes over the last few months, expanding our team in order to provide our subscribers even more value.
Here's what we've done. (New publication announcement at the end!)
New Weekly Format
As you know, our current format has been this:
📝 Monday – The Schwar Report: Curated reading recommendations and market insights.
🧠 Wednesday – Memos: Exploring timeless investment principles.
📊 Friday – Research & Portfolio Updates: Detailed company analysis and investment updates.
However, we've noticed that memos and stock-focused work brings lots more value and is what you really want to see. So we're going to double down on that and pause The Schwar Report until further notice.
The new format for will therefore be as follows:
🧠 Monday – Memos: Exploring timeless investment principles.
📊 Friday – Research & Portfolio Updates: Detailed company analysis and investment updates.
This will allow us more time to go into greater detail and produce even better content for you relating to our portfolio. It also gives us a day extra free in the week for any other updates or content if we want.
But most importantly it gives us time for an exciting new project, !
A Schwar Capital Spin-Off!
We've posted our watchlist in the past, and that was well received – but we wanted to improve on the offer.
Starting later this week we will reveal a new larger watchlist of 50+ quality stocks that are all on our radar, and following this will then provide earnings coverage for every one. That's over 200 reports a year!
Added to this, for each one we will also share our price targets and our buy/sell recommendations.
Hopefully this adds significantly more value than the weekly Schwar Report before.
Make sure you subscribe if you haven't been added already!
So in summary, going forward, there will be two Schwar Capital publications: one dedicated to memos, portfolio updates and investment research (this one), and the other will publish our watchlist of stocks and summary of all their earnings reports.
We hope you like the sound of these new changes and are looking forward to seeing them roll out.
Look out for our first post later this week!
Dom
Founder & Chief Investment Officer
Schwar Capital
P.S. If you liked this post, share them with another thoughtful investor. The best ideas, like the best investments, compound when shared.
Disclaimer: The content provided in this newsletter is for informational purposes only and does not constitute financial, investment, or other professional advice. The opinions expressed here are those of the author and do not necessarily reflect the views of Schwar Capital. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. The author may or may not hold positions in the stocks or other financial instruments mentioned. Always do your own research or consult with a qualified financial advisor before making any investment decisions.