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 | 108 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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swisstransparentportfolio.substack....Latest Issues
The NASDAQ Move is now on the table: Revenue up 77% to $149 Million, Profits up 151%, a 7th straight record year, and the stock still trades under a dollar with zero coverage.
A profitable, self-funded business that grew earnings faster than revenue, is about to pay federal tax for the first time in years, and just told the market an uplisting or a sale is coming.
Read the year-end numbers this company just repo...
A German Special Situation That Closes This Friday: ~15% in less than a week.
A clean tender from a cash-rich automation maker. Buy a small stake, tender it and the company has promised to take it first, ahead of everyone else.
Here is a Special Situation with a deadline you can see from your desk, and it just got b...
The Big Short Goes Big Long on Microsoft (MSFT). Financial & Valuation Excel Model Inside.
Michael Burry just placed a wonderful, deeply out of the money bet on Microsoft (MSFT). Here is why we think the most famous bear on Wall Street has become a bull.
On June 25, 2026, the man who shorted the housing market did something that...
Elme Communities (ELME). Has the selling gone too far?
On paper the numbers seemed more than good enough. Then yesterday's update landed, the buyer walked, and the market cut the crown jewel to $190 million. The question is not whether the news was bad.
On June 17 the buyer of this company’s s...
Record Bookings up 3.7x in a single Quarter: A Famous Brand Resurrected, and a Backlog Accelerating Faster than anyone in the sector
4,446 jobs booked in one quarter, up from 1,197 a year earlier. A legendary American solar name, bought out of bankruptcy, run by a proven cost operator who owns a third of it. The backlog is surging.
Start with the number that stops you....
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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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