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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:)

Newsletter · By Swiss Transparent Portfolio · Official site

Indexed issues, last 90 days
11
Latest publication
Sep 30, 2026
Audience
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Earliest in this view
Aug 30, 2026

Latest issues

  1. Issue · Sep 30, 2026

    Trading Alert: The Market finally gave us a reason to sell (opens the original)

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    <img alt="" class="sizing-normal" height="624" src="https://substackcdn.com/image/fetch/$s_!Lwvp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4827249e-a911-4b48-9e83-f2d93c5ecf3d_1915x821.png"

  2. Issue · Sep 26, 2026

    Special Situation: $4.46 in cash, trading at $3.50. The anatomy of a 27% upside. (opens the original)

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    <img alt="" class="sizing-normal" height="624" src="https://substackcdn.com/image/fetch/$s_!Lwvp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4827249e-a911-4b48-9e83-f2d93c5ecf3d_1915x821.png"

  3. Issue · Sep 24, 2026

    The Spin-Off nobody asked for is beating every number. It still trades at 6x Earnings. (opens the original)

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    <img alt="" class="sizing-normal" height="624" src="https://substackcdn.com/image/fetch/$s_!Lwvp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4827249e-a911-4b48-9e83-f2d93c5ecf3d_1915x821.png"

  4. Issue · Sep 19, 2026

    AI is getting Smarter. Are we getting Dumber? Duolingo (DUOL) may be the Counterforce (opens the original)

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    <img alt="" class="sizing-normal" height="624" src="https://substackcdn.com/image/fetch/$s_!Lwvp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4827249e-a911-4b48-9e83-f2d93c5ecf3d_1915x821.png"

  5. Issue · Sep 17, 2026

    Small Cap with Gross profit +161%, $17M Backlog, a $10M Buyback, and the CEO is buying shares (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="442" src="https://substackcdn.com/image/fetch/$s_!MJLZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6913a44-6380-4431-98be-d2a3894e8086_1041x442.png"

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