Subscribe
Sign in
Home
Notes
Memos
Stock Ideas
Portfolio
Disclaimer
About
Brown & Brown (BRO) Business Breakdown
Boring Business, Beautiful Economics
READ THE LATEST
Recent posts
View all
Introducing The Asymmetric Quality Index
25 large-cap stocks ranked by asymmetric potential, rebalanced monthly
Sep 22
•
Schwar Capital
19
5
8 Positions, 29.61% Returns: How We Beat the Market by 12% This Year
The Paradox of Quality: Why Simple Investing Beats Complexity
Sep 17
•
Schwar Capital
12
Up 26% YTD by Being Boring
Portfolio Update #18 📊
Sep 12
•
Schwar Capital
9
1
Computer Modelling Group - Paywall Removed
A Thank You to All Subscribers
Sep 5
•
Schwar Capital
10
My Top 3 Asymmetric Stock Ideas
Companies with Risk/Reward Profiles That Stand Out to Me
Aug 25
•
Schwar Capital
8
This CEO Needs 60% Upside – So I Decided to Take a Position
Personal Investment Thesis
Aug 22
•
Schwar Capital
15
2
Bad News Hit 2 Holdings - Here's What I'm Doing
Portfolio Update #18 📊
Aug 15
•
Schwar Capital
11
2
8 Stocks I Might Buy Next
Watchlist Update #1
Aug 11
•
Schwar Capital
18
See all
