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
-0.14
hit rate
62%
mean α
-0.14%
signals 14d
11
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 8 scored bets: 62% hit rate, -0.14% mean alpha, trader score -0.14. Their last-14d mentions, direction-adjusted, have moved +0.6% since posting (mean over 7 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-24 | NFLX | @BarrySchwartzBW | +0.20 | Author discloses that both the author and clients own six stocks despite their year-to-date weakness. | +2.1% | tweet ↗ |
| 2026-08-24 | MSCI | @BarrySchwartzBW | +0.20 | Author discloses that both the author and clients own six stocks despite their year-to-date weakness. | -0.1% | tweet ↗ |
| 2026-08-24 | META | @BarrySchwartzBW | +0.20 | Author discloses that both the author and clients own six stocks despite their year-to-date weakness. | +3.4% | tweet ↗ |
| 2026-08-24 | FICO | @BarrySchwartzBW | +0.20 | Author discloses that both the author and clients own six stocks despite their year-to-date weakness. | -1.1% | tweet ↗ |
| 2026-08-24 | TDG | @BarrySchwartzBW | +0.20 | Author discloses that both the author and clients own six stocks despite their year-to-date weakness. | -1.1% | tweet ↗ |
| 2026-08-24 | SYK | @BarrySchwartzBW | +0.20 | Author discloses that both the author and clients own six stocks despite their year-to-date weakness. | +0.9% | tweet ↗ |
| 2026-08-24 | V | @BarrySchwartzBW | +0.45 | Author and clients have held Visa for over 10 years and note that it reached an all-time high. | -0.2% | tweet ↗ |
| 2026-08-22 | · | @BarrySchwartzBW | · | Discloses long-term ownership of multiple unnamed companies and a fundamentals-based holding philosophy. | · | tweet ↗ |
| 2026-08-15 | · | @BarrySchwartzBW | · | Advocates owning fundamentally improving companies for a five-year earnings-doubling horizon. | · | tweet ↗ |
| 2026-08-15 | · | @BarrySchwartzBW | · | States a broadly bullish long-run relationship between stocks and earnings growth. | · | tweet ↗ |
| 2026-08-15 | · | @BarrySchwartzBW | · | Flags large-cap TSX names down over 52 weeks despite expected earnings growth; names require the image. | · | 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.