About
I'm Charlie. I run an investment portfolio like a one-person business and write about it here.
The newsletter is the main thing. Stocks I own, themes I'm tracking, mistakes I made, and the conviction behind every position. One email a week. Not stock tips, not advice. A notebook for investors who want to think for themselves.
Why "Carepital"? Care + Capital. Rigorous research meets real stakes. The two should always go together.
Not financial advice. I write about my own investing process and positions. All data is publicly available. Always do your own homework.
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An investor's notebook. The research, the conviction, and the bets behind every position.
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