The Schwar Report - Issue 4
Monday 9th September 2024
Welcome to this weeks edition of The Schwar Report, your weekly primer featuring three interesting reads, two thought-provoking quotes, and one actionable step to start your week on the right foot.
Three Reads to Inspire Your Week
“100 Baggers: Stocks that Return 100-to-1 and How to Find Them” by Chris Mayer
Why read it: This book is an insightful guide for investors seeking extraordinary returns. Mayer draws from historical case studies to uncover the characteristics of companies that have delivered 100x returns, offering a step-by-step framework for identifying similar opportunities today. The book’s strength lies in its emphasis on long-term investing, patience, and disciplined stock selection, rather than short-term trading strategies.
“Visa: Network of Networks” by
Why read it: This article explores the history and future of Visa, the world’s largest payments company. The article traces Visa’s origins from its 1958 credit card experiment to its current status as a global payments infrastructure. It provides in-depth insights into how Visa operates, its competitive advantages, and potential risks, while highlighting both the strengths and challenges it faces in maintaining its dominant market position. Perfect for readers who enjoy a comprehensive analysis of companies and their investment potential.
“Long Pitch: Domino's Pizza Group (DOM)” by
Why read it: This deep dive into Domino’s Pizza Group presents an intriguing perspective on a well-established brand with a resilient and scalable business model. With its dominance in the UK pizza market and renewed leadership strategy, the company’s efforts in digitalisation, supply chain efficiency, and long-term growth make for an engaging read. It’s particularly valuable for anyone seeking to understand how DPG balances growth opportunities with stable returns in a competitive industry.
Two Quotes to Reflect On
“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.”
— Warren Buffett
Reflection: This quote reminds us to take full advantage of opportunities when they arise. It encourages decisive action when the right investments come along.“The stock market is a device for transferring money from the impatient to the patient.”
— Warren Buffett
Reflection: Buffett’s quote highlights the importance of patience in investing. Long-term thinking and resisting the urge to act on short-term volatility are crucial to building wealth.
One Action Step: Set a New Investment Target
This week, challenge yourself by setting a fresh investment goal. Whether it's a new sector to explore, a specific company to research, or a strategy like dividend growth investing, aim to broaden your horisons.
Quick Tip: Choose an under-researched industry or company that intrigues you but falls outside your typical investment comfort zone. Dive deep, and see if it might be worth adding to your watchlist. This exercise will help refine your ability to spot opportunities in unfamiliar areas.
That’s it for this week’s Schwar Report. As always, we’re here to help you stay informed, grounded, and focused on your long-term success.
Have a great week,
The S.C. Team
Disclaimer: The content provided in this newsletter is for informational purposes only and does not constitute financial, investment, or other professional advice. While we believe the information to be reliable, we cannot guarantee its accuracy. The opinions expressed 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.