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Swissquote (SWX: SQN): Fintech Growth with Swiss Precision
Record-Breaking 2024 Financial Performance 🚀 A Swiss compounder growing 2024 earnings at 34% CAGR, revenue up 24%, 52%+ op. margin, founder-led (22…
Jun 26
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Swissquote (SWX: SQN): Fintech Growth with Swiss Precision
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The Bear Case II: $GOOGL
The Robotaxi Wars
Jun 25
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The Bear Case II: $GOOGL
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20+ Swiss Stocks to Buy and Sleep Well
The Ultimate Quality-at-a-Price Guide (June 2025 Edition)
Jun 13
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20+ Swiss Stocks to Buy and Sleep Well
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96% Earnings Growth, 77% Margins, 5%+ Yield: The SaaS Stock You’ve Probably Missed
The Hidden Compounder Powering My Outperformance
Jun 9
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96% Earnings Growth, 77% Margins, 5%+ Yield: The SaaS Stock You’ve Probably Missed
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How 0% Tax in Switzerland Can 2x Your Portfolio
Most investors obsess over stock picking. Few realize 0% tax can easily beat it
Jun 3
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How 0% Tax in Switzerland Can 2x Your Portfolio
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May 2025
West Pharmaceutical Services ($WST)
A Moat Built on Rubber and Regulations
May 22
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West Pharmaceutical Services ($WST)
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The Bear Case: $GOOGL
A second look: Chris Hohn vs Sundar Pichai on the Future of Google
May 20
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The Bear Case: $GOOGL
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Leading Edutainment: Duolingo ($DUOL)
Will Edutainment be as Lucrative as Netflix’s Entertainment?
May 1
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Leading Edutainment: Duolingo ($DUOL)
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April 2025
$GOOGL Quick Thoughts
Sleeping giant or an "Apple moment" in the making?
Apr 21
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$GOOGL Quick Thoughts
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$NFLX Quick Thoughts
Bullish Crowd, But a Harder Game in 2025
Apr 16
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$NFLX Quick Thoughts
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$ASML Quick Thoughts
Q1 results are coming, and so are the buybacks, bookings, and geopolitically-fueled tailwinds.
Apr 15
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$ASML Quick Thoughts
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$HIMS Quick Thoughts
$HIMS: Not Free Money, But Maybe a Gift
Apr 5
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$HIMS Quick Thoughts
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