@BarrySchwartzBW BarrySchwartzBW

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

Barry Schwartz is mainly disclosing ownership of high-quality growth names that are down YTD but still have strong outlooks, including BAM, V, FFH.TO, TDG, FICO, and SYK. His distinctive read is constructive on durable compounders while warning that overpaying for future growth can still hurt even if fundamentals deliver. The window also includes a lower-Canadian-dollar position and light constructive monitoring of ROL and RACE.

The author is concentrated in quality growth holdings, explicitly naming BAM, V, FFH.TO, TDG, FICO, and SYK as owned names with strong outlooks despite YTD weakness. He is also cautious on valuation, arguing that paying too much for future growth can still be costly, while pointing to S&P 500 earnings and margin expansion as context for market highs. One directional add was disclosed, but the ticker is unavailable from the provided thread context, so no ticker-specific intensification can be assigned.

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.