Swiss Transparent Portfolio
Common-sense investor. Small/Mid Cap & Special Situations expert. Inside my Private Dashboard: every buy/sell, full research, live Special Situations & a portfolio beautifully compounding +35% over 5Y. Follow to stay ahead, support my work & sleep well :)
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 133 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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swisstransparentportfolio.substack....Latest Issues
Our Top 5 Value Picks in Switzerland
20+ Swiss Stocks to Buy and Sleep Well as of August 2026
A good part of our community is in Switzerland, and the US is another important part of it. But really, I don’t think you need to be Swiss to find great investments in Switzerland. I...
The CEO just bought $9 Million of his own stock after a +50% crash
Insiders are buying the bottom. Our view, and our full model for members, inside.
There is a chart we can’t stop looking at this week, it shows one of the great American medtech companies riding from $40 to an all-time high of $109.50 in S...
Real-time Special Situations Recap: a quick update on all 7
Tender offers, an asset sale, liquidations and take-privates: the full status update.
Today, our Private Dashboard is tracking 7 real-time Special Situations, and several of them have key dates targeting this month:
Trading Alert: Sezzle (SEZL) A beat, a raise and a +30% sell-off. What just happened?
Record revenue up 51.7%, the 3rd guidance raise of the year and a Market crush. Our read on why, what we're doing with our own position, and our full financial model for members, inside.
Read the numbers Sezzle (NASDAQ: SEZL) printed on Th...
A Takeover may be taking shape and the Market hasn’t noticed
New Special Situation: multiple suitors, months of private talks, a board holding out for a better price and a stock that missed the memo. Our full Financial Model for members, inside.
In July, Reuters broke a story citing three separate s...
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Common-sense, Small/Mid Cap & Special Situations expert. Inside my Private Dashboard: every buy/sell, full research, live Special Situations & a portfolio beautifully compounding +35% over 5Y. Follow to stay ahead, support my work & Sleep well :)
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