Barbarian Capital on X
mentioned: $SCHW $LPLA $RJF $AMP $JPM $BAC $BKNG Meta’s Muse Comes for Financial Stocks https://t.co/dqxVL8KJ2U
NYSE
Schwab Charles CORP
SCHW
5 stories
$167B Market cap · 2026-10-14
Negligible Capital on X
Lots of financials like insurance brokers, banks, retail brokerages getting smoked on Muse / agentic concerns / cash sweeps / wealth mgmt? $SCHW, $LPLA, $RJF all getting crushed along with all of insurance Looks like sell first, think later is back https://t.co/pvWN2aytg3
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank…
The Friendly Bear on X
https://t.co/VbQybvQNUK $CAR in tax loss funds, $SCHW allegedly pulling back (following Fidelity). Good read
Derek Pilecki on X
CD rates in the local paper $SCHW $OZK What are the highest rates you’ve seen? https://t.co/bwmZ9gbPXJ
Investor Letters
Letters that discuss SCHW.
- Sequoia Fund Year-End 2025 Sequoia Fund Letter 2025 GOOGL $4.3TRLLCF $87BACN $131B
- Fiduciary Management Q2 2026 Investment Strategy Outlook Q2 2026 AMZN $2.8TCOF $123BFCN $3.8B
- Nightview Capital Q2 2026 Investor Letter Q2 2026 ADSK $48BCRM $197BLVS $24B
- Fairtree Asset Management Fairtree Global Equity Fund Q2 2026 commentary Q2 2026 —
- Sequoia Fund Annual Shareholder Report | December 31, 2025 year ended December 31, 2025 —
- Giverny Capital Annual Letter to our Partners 2025 2025 CNSWF $46BCNI $72BFISV $25B
- Sequoia Fund Q3 2025 Sequoia Fund Letter third quarter of 2025 —
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