🚀 The Best of Schwar Capital

All 11 of our Published Investment Thesis Statements (2 FREE)

Schwar Capital has delivered an annualized return of 25.90% since inception, and now published 11 comprehensive Investment Thesis Statements covering positions from our portfolio.

The purpose of this post is to consolidate all of these Investment Thesis Statements in one convenient location.

We've made the first two reports completely free for all readers to showcase the quality and depth of our research. The remaining nine reports are available exclusively to our premium subscribers.

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Free Reports (Available to All Readers):

[FREE] Nintendo Investment Thesis Statement

[FREE] UBER Investment Thesis Statement

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Premium Subscriber Reports:

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

90% Retention Rate, 40 Years of Dominance, Flywheel Economics

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

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

75% Market Share, 64% Operating Margin, 8.25% FCF Yield at Historic Highs

11.3% Sales Growth, 22.5% ROIC Hurdle Rate, Trading at 15.4x vs 19.8x Historical Median

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

13% Sales Growth, £15.1B Order Intake, 20 Consecutive Years of Dividend Growth

429M Active Users, 40% Gross Margins, $6B Buybacks Against $60B Market Cap

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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.