Swiss Transparent Portfolio

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DEEP DIVES

Tecogen (TGEN): Cool Tech, Hot Prospects
Q2 2025 Deep Dive. Potentially Switching Into Earnings Mode Soon
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Sezzle (NASDAQ: SEZL): BNPL Leader pulls back
Buy Now, Profit Now? Q2 2025 Deep Dive
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Amazon Q2 2025 Earnings Preview
Is Amazon the Real Winner of the AI Gold Rush?
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Duolingo Q2 2025 Earnings Preview
The Owl’s Next Move may surprise you
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PSIX Q2 2025 Earnings Preview
Model Recalculating After a 2.5-Bagger in Just 4 Months
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Tetragon (TFG.AS): $1.5 Billion Crypto Bet Hiding in Plain Sight
A Hidden Gem at less than Half Price
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Swissquote (SWX: SQN): Fintech Growth with Swiss Precision
Record-Breaking 2024 Financial Performance 🚀 A Swiss compounder growing 2024 earnings at 34% CAGR, revenue up 24%, 52%+ op. margin, founder-led (22…
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96% Earnings Growth, 77% Margins, 5%+ Yield: The SaaS Stock You’ve Probably Missed
The Hidden Compounder Powering My Outperformance
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West Pharmaceutical Services ($WST)
A Moat Built on Rubber and Regulations
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Leading Edutainment: Duolingo ($DUOL)
Will Edutainment be as Lucrative as Netflix’s Entertainment?
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Sleep Well for decades: S&P Global ($SPGI)
S&P Global (SPGI) – Investment Thesis
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Power Solutions International Inc. ($PSIX)
Unlocking the Power of AI
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