Swiss Transparent Portfolio
Swiss Transparent Portfolio, Strategist, Ozeco, ArchitectOdd lot tracker\ud83d\udd0e I buy and hold capital-light or high-quality business models as long as they remain exceptional. Each month I share insights from my real investment accounts. Follow me to stay ahead & support my work! :)
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 41 | Subscribers | Read | swisstransparentportfolio.substack.... |
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Authors
The writers behind this newsletter.
Common-sense with Swiss-level caution. We hunt scalable, capital-light, high-quality managed compounders in strong jurisdictions. Micro/Mid caps, odd-lot & special situations. Portfolio updates, equity research, valuation checks. Real estate owner.
We specialize in unearthing undervalued companies largely overlooked by mainstream analysts. Our focus is on finding true bargains: businesses with strong fundamentals, limited downside, and significant upside potential.
Crack The Market helps you own equities you understand through institutional level research. Learn about trends, technologies and companies that will underpin the growth and value creation of the next decades.
Writing for The Small Cap Strategist
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