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 | 100 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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swisstransparentportfolio.substack....Latest Issues
15x vs 30x: The Cheapest Jet-Engine Compounder in the World Is Priced Like a Broken Cyclical. It Is Neither.
A record-setting aerospace franchise, with a maintenance business compounding for decades off a young engine fleet, just printed its best year ever and trades at half the multiple of its French peer.
The market is pricing a permanent wound...
11x vs 22x: The Market Is Pricing Europe’s Best-Known Compounder at Half the Multiple of Its Identical Twin.
A 188-year-old franchise, 85% recurring revenue, a 4% dividend, and 14 straight years of buybacks, just printed a decade-low multiple on an AI panic.
Either the market is right, or this is the cleanest dislocation in the European large-cap...
A Special Situation Offering ~140% in a Single Month
$1.04 Today, $2.50 in Cash by June 30
A company is offering to buy its own shares back for cash at $2.50, with a hard deadline roughly a month away, while the stock changes hands at $1.04 (pre-market). That is a ~140% gross spread on a str...
🟢 Just Filed the One Catalyst We Were Watching Most: a Generic for a $26 Billion Blockbuster.
The ANDA we told you to model as a later-2026 event just landed.
The company presented in this post is now formally chasing a generic of the world’s biggest anticoagulant. The prize is enormous. The timeline is not tomorrow. Here is exactl...
The Most Profitable Company on Earth (GOOGL) Just Said It Doesn’t Have Enough Money. That Is the Bullish Part.
An $80 billion equity raise from a business that earns ~$130B a year and ~$174B in operating cash flow.
The internet called it the top. We think it is one of the most strategic moves this company has ever made. Here is why.
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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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