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 | 151 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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swisstransparentportfolio.substack....Latest Issues
Position update: ASML
Q3 earnings tomorrow. Full Financial & Valuation Excel Model Inside to navigate the upside. The bar sits at the ceiling. We already trimmed before.
Tomorrow, before the US open, the only company on earth that can sell you an EUV machine re...
SWISS PORTFOLIO
September 2026 Results: The Swiss Portfolio closed September at +45.00% YTD, with 82.63% invested and 17.37% liquidity.
Outperformance is a result of a continued process
Trading Alert: The Market finally gave us a reason to sell
We are out, fully, and heading into Q3 and Q4 with more cash. The reasoning, inside.
September was supposed to be the ugly month, that’s what statistics said.
Special Situation: $4.46 in cash, trading at $3.50. The anatomy of a 27% upside.
Special Situations Recap, September: two deals closed, a liquidation now debt-free, a take-private cleared by the regulator, and a cash shell trading at 79 cents on the dollar. All 7 names, 1 by 1.
Today, our Private Dashboard is tracking...
The Spin-Off nobody asked for is beating every number. It still trades at 6x Earnings.
$250M Buyback authorized, 200 bps Margin expansion, a Dividend paid from day one and guidance raised in its first full quarter. Our full financial model for members, inside.
On April 1 a large auto-parts group handed its shareholders 1 sha...
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| Subscribers | Engagement | 80 | Monthly Web Visits | ||
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| Ranked Keywords | 134 | Monthly Search Traffic | Top Keywords |
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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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