AWM Financial Newsletter
Subscribe
Sign in
Home
Podcast
Notes
Archive
Leaderboard
About
The Capital Record
Latest
Top
Discussions
It’s All Up To You Now
The Capital Record XIII: Chapter one of my upcoming book, Live Your Passion
Jun 24
•
AWM Financial Newsletter
18
3
Don't Read This Book
The Capital Record XII: An Updated Introduction for My Book, Live Your Passion
Jun 10
•
AWM Financial Newsletter
24
3
A Premium BDC at a Historical Discount | Main Street Capital Corp Analysis
The Capital Record XI: A quality compounder caught in the private credit panic
May 27
•
AWM Financial Newsletter
23
2
4
I Think I’m Gonna Write a Book
The Capital Record X: A Written Record of a Book Worth Reading
May 20
•
AWM Financial Newsletter
21
2
5
Realty Income ($O) Reports First Quarter 2026 Earnings
The Capital Record IX: AFFO grows 6.6% y/y, guidance raised, and management fixates on private capital
May 6
•
AWM Financial Newsletter
21
3
The Next Generation of Berkshire Hathaway
The Capital Record VIII: A recap of a successful trip to Omaha and a positive quarter for Berkshire Hathaway
May 6
•
AWM Financial Newsletter
23
3
I Am Not Buying PepsiCo Stock
The Capital Record VII: Analysis of the PepsiCo Corporation and why I'm not investing in it
Apr 22
•
AWM Financial Newsletter
25
3
Personal Finance Is Built for the Wrong People
The Capital Record VI: The Problem
Apr 8
•
AWM Financial Newsletter
18
2
FactSet Reports Q2 2026 Earnings
The Capital Record VII: A Strong Quarter, a CEO Hitting His Stride, Growth Accelerating, and Buybacks Impress
Apr 1
•
AWM Financial Newsletter
18
1
Beyond Cash Savings: Rethinking the Emergency Fund
The Capital Record Part V: The Short-Term Strategic Reserve
Mar 25
•
AWM Financial Newsletter
20
7
Berkshire Hathaway 2025: The First Letter of the Next Era
The Capital Record V: A Review of Berkshire’s Operating Performance and Capital Deployment
Mar 4
•
AWM Financial Newsletter
13
3
FactSet: Valuation and Expected Long-Term Returns
The Capital Record Part IV: Valuation | Return Expectations | Portfolio Implications
Feb 25
•
AWM Financial Newsletter
6
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
