Author
@BarrySchwartzBW BarrySchwartzBW
grade Bx.com/BarrySchwartzBW ↗
Disciplined Canadian quality-compounder PM with valuation-anchored, position-disclosed theses
Portfolio manager sharing quality/GARP investment theses on
trader score
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hit rate
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mean α
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signals 14d
8
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 3 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @BarrySchwartzBW | · | Suggests compounder stocks are rebounding while valuations normalize. | · | tweet ↗ |
| 2026-10-14 | · | @BarrySchwartzBW | · | Says rising rates are unfavorable for the undiversified Canadian equity market. | · | tweet ↗ |
| 2026-10-13 | · | @BarrySchwartzBW | · | Author describes a five-year valuation and double-digit EPS/FCF growth framework for holding stocks. | · | tweet ↗ |
| 2026-10-12 | · | @BarrySchwartzBW | · | The Canadian dollar is reported below US$0.70. | · | tweet ↗ |
| 2026-10-12 | · | @BarrySchwartzBW | · | The author favors stagnant stocks with double-digit growth and valuations at 25x or less. | · | tweet ↗ |
| 2026-10-12 | FICO | @BarrySchwartzBW | +0.45 | The author argues feared worst cases rarely materialize for profitable businesses such as FICO. | +10.2% | tweet ↗ |
| 2026-10-06 | COST | @BarrySchwartzBW | +0.45 | Podcast framing is negative on FICO and presents a positive case for Costco. | +7.2% | tweet ↗ |
| 2026-10-06 | FICO | @BarrySchwartzBW | -0.45 | Podcast framing is negative on FICO and presents a positive case for Costco. | +17.2% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.