30+ Stocks: Sentiment & Valuation Check
August 2025
Many of our members had been asking for this kind of valuable content, so we just made it happen. This post is a temperature check on sentiment and valuation across our Swiss Portfolio champions and the names on our watchlist, great businesses we’d love to own, but only at the right price. Inside you’ll find our August 2025 review, where we classify each stock as attractively priced, fairly reasonable, or a pure premium fairy tale. And expect this list to keep growing: we’ll keep adding new names worth tracking, across all market caps, because opportunities don’t just live in the trillion-dollar club, but sometimes… yes.
This is the showcase of 30+ names on our Swiss Portfolio radar, all inside: 👇
Big news at Swiss Portfolio
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HIMS +66% since deep dive (13.1)
IESC +54% since deep dive (9.2)
PSIX +184% since deep dive (5.3)
SPGI +13% since deep dive (14.3)
WST +18% since deep dive (22.5)
SGX: BBW -6% since deep dive (9.6)
SWX: SQN +19% since deep dive (26.6)
TFG.AS +8% since deep dive (10.7)
DUOL -5% since deep dive (30.7)
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🚀 Coming soon on the Substack:
👉 In upcoming posts, We’ll cover:
More strategies to track your finances and build a clear 5-year financial plan (free).
How to optimize taxes when investing from Switzerland, a huge advantage vs US & EU (free).
Continued deep dives on asymmetric opportunities we’re tracking, including my recents Azeus deep dive, Tetragon deep dive or Sezzle deep dive (free).
The “move to Switzerland” playbook for investors and entrepreneurs (paid).
The Sentiment tracker of our holdings and watchlist (paid).
The Swiss Portfolio allocation strategy, which has returned 60%+ in a year and 30% CAGR over the past 5 years (paid).
We’ll be updating the list monthly as we roll out new deep dives and uncover interesting asymmetric opportunities worth tracking. Download it here 👇
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