Author

@BarrySchwartzBW 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)tickerauthorsentwhat they saidsince thenreceipt
2026-08-24NFLX@BarrySchwartzBW+0.20Author discloses that both the author and clients own six stocks despite their year-to-date weakness.+2.1%
2026-08-24MSCI@BarrySchwartzBW+0.20Author discloses that both the author and clients own six stocks despite their year-to-date weakness.-0.1%
2026-08-24META@BarrySchwartzBW+0.20Author discloses that both the author and clients own six stocks despite their year-to-date weakness.+3.4%
2026-08-24FICO@BarrySchwartzBW+0.20Author discloses that both the author and clients own six stocks despite their year-to-date weakness.-1.1%
2026-08-24TDG@BarrySchwartzBW+0.20Author discloses that both the author and clients own six stocks despite their year-to-date weakness.-1.1%
2026-08-24SYK@BarrySchwartzBW+0.20Author discloses that both the author and clients own six stocks despite their year-to-date weakness.+0.9%
2026-08-24V@BarrySchwartzBW+0.45Author and clients have held Visa for over 10 years and note that it reached an all-time high.-0.2%
2026-08-22·@BarrySchwartzBW·Discloses long-term ownership of multiple unnamed companies and a fundamentals-based holding philosophy.·
2026-08-15·@BarrySchwartzBW·Advocates owning fundamentally improving companies for a five-year earnings-doubling horizon.·
2026-08-15·@BarrySchwartzBW·States a broadly bullish long-run relationship between stocks and earnings growth.·
2026-08-15·@BarrySchwartzBW·Flags large-cap TSX names down over 52 weeks despite expected earnings growth; names require the image.·

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.