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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
Substack
PricingFreemiumPublishesTwice weekly
Issues93Foundeda year agoLast Issue5 days ago
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Latest Issues

🟢 +77% Bull Potential: Revenue Up More Than 100% YoY. Six Straight Record Years. Founder-CEO Holds a Quarter of the Company. The Generics Manufacturer No One Is Watching.

$108M revenue in nine months, more than double a year ago. $38.9M operating income at a 36% margin. Effectively debt-free. The market still prices it as the company it was two years ago.

A small US specialty pharmaceutical manufacturer, le...

5 days ago
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SWISS PORTFOLIO

April 2026 Results

Introduction: Three Forces, One Quarter

10 days ago
26
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Trading Alert: One of Our Biggest Winners +150%

When the Growth Story Ends, Here Is Why.

This is not a loss. This is not panic. We entered this position on late 2024 and, at its best, held a gain of over +200% that we profited to trim. We are grateful for that. The business did exactly...

12 days ago
10
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Duolingo (DUOL) The Re-Rate Question: What Moves This Stock From Here?

Q1 2026 Earnings Update. The Product is Winning. The Market just hasn’t connected the dots yet.

The bad was quite anticipated. A company that spent a year riding one of the most viral marketing moments in consumer tech history, the death o...

18 days ago
19
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SuperCom ($SPCB) A Potential 3x in Earnings Hiding in Plain Sight

2025 Earnings Update. Numbers look sleepy on the surface. The 20-F tells a very different story.

Headline revenue grew 1%. The market shrugged. The market is, once again, wrong

24 days ago
15
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  • Swiss Transparent Portfolio

    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.

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