DEEP DIVES

ASML: The Monopoly Europe Built, and the World Can’t Replace

Q3 2025 Earnings Preview: When your products shape the future of computing, governments don’t just protect you, they restrict you.

Oct 14 •

Swiss Transparent Portfolio

50% YoY Surge in Core Segment Sales with 30% Revenue Growth and a Geopolitical Moat - NAURA Technology Group

Deep Dive into China's National Champion, Capitalizing on the Multi-Billion Dollar Localization Wave with the Broadest State-Backed Product Arsenal in…

Oct 6 •

Swiss Transparent Portfolio

and

+80% 5-Year Revenue Growth: Hoffmann Green (EPA:ALHGR)

A venture play with upside as solid as concrete. Cementing a Greener Future?

Sep 25 •

Swiss Transparent Portfolio

and

50%+ Margins with 58% Segment Growth and Record Cash Flows - Lam Research Corporation

Deep Dive into the Undisputed Leader in Etch & Deposition, Capitalizing on the AI Boom with an Expanding Market Share and a Powerful Recurring Revenue…

Sep 20 •

Swiss Transparent Portfolio

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Nestlé (SWX: NESN): The Sweetest Bitter Moment

H1 2025 Equity Research. Not get-rich-quick, but “get rich surely”.

Sep 18 •

Swiss Transparent Portfolio

Tecogen (TGEN): Cool Tech, Hot Prospects

Q2 2025 Deep Dive. Potentially Switching Into Earnings Mode Soon

Aug 22 •

Swiss Transparent Portfolio

Sezzle (NASDAQ: SEZL): BNPL Leader pulls back

Buy Now, Profit Now? Q2 2025 Deep Dive

Aug 14 •

Swiss Transparent Portfolio

Amazon Q2 2025 Earnings Preview

Is Amazon the Real Winner of the AI Gold Rush?

Jul 31 •

Swiss Transparent Portfolio

Duolingo Q2 2025 Earnings Preview

The Owl’s Next Move may surprise you

Jul 30 •

Swiss Transparent Portfolio

PSIX Q2 2025 Earnings Preview

Model Recalculating After a 2.5-Bagger in Just 4 Months

Jul 23 •

Swiss Transparent Portfolio

Tetragon (TFG.AS): $1.5 Billion Crypto Bet Hiding in Plain Sight

A Hidden Gem at less than Half Price

Jul 10 •

Swiss Transparent Portfolio

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 •

Swiss Transparent Portfolio

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