The Schwar Report - Issue 12

Monday 11th November 2024

Welcome to this weeks edition of The Schwar Report, your weekly primer featuring three interesting reads, two thought-provoking quotes, and one question to ask yourself to start your week on the right foot.

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Three Reads to Inspire Your Week

1. "Finite and Infinite Games" by James P. Carse

   • Why read it: This philosophical book explores the difference between finite games (played to win) and infinite games (played to continue playing). It offers profound insights into how we approach life, work, and relationships, challenging readers to think beyond short-term victories and consider the longer game of continuous growth and engagement

     

2. "Arrival" by

   Low Risk Rules

   • Why read it: This article reflects on the journey of achieving goals and the importance of continuing to grow even after "arriving" at a destination. It offers valuable advice for professionals at all stages of their careers, emphasising the importance of persistence, gratitude, and continuous learning.

Arrival

3. "MercadoLibre, Inc. – This 17% sell-off is a gift to investors (Stock Analysis)" by

   Daan Rijnberk

   • Why read it: This detailed look at MercadoLibre's recent stock performance breaks down the e-commerce and fintech leader’s business model, growth potential, and current value. It explains why the author sees the recent drop in stock price as a good chance for long-term investors to buy. An excelent read.

MercadoLibre, Inc. – This 17% sell-off is a gift to investors (Stock Analysis)

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Two Quotes to Reflect On

"The most important thing to remember is that you can't know it all." — Chuck Akre

Reflection: This quote reminds us of the importance of humility and continuous learning in investing and life. It encourages us to remain open to new information and perspectives, recognising that our knowledge is always incomplete.

"Investing is simple, but not easy." — Chuck Akre

Reflection: This quote highlights the paradox of investing - while the fundamental principles may be straightforward, applying them consistently and managing our emotions in the face of market volatility can be challenging. It encourages discipline and a long-term perspective.

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One Question to Ask Yourself

This week, we're asking you to reflect on your news consumption habits:

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ICYMI

Check out our posts from the last week:

[FREE] Charlie Munger's Investing Principles Checklist

Portfolio Update #4

That wraps up this week’s Schwar Report. We’re here to help you stay informed and on track with your long-term goals.

Have a great week,
The S.C. Team

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Disclaimer: The content provided in this newsletter is for informational purposes only and does not constitute financial, investment, or other professional advice. While we believe the information to be reliable, we cannot guarantee its accuracy. The opinions expressed are those of the author and do not necessarily reflect the views of Schwar Capital. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. The author may or may not hold positions in the stocks or other financial instruments mentioned. Always do your own research or consult with a qualified financial advisor before making any investment decisions.