Swiss Transparent Portfolio

Swiss Transparent Portfolio

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HIMS: Regulatory Arbitrage and the Future of Personalized Medicine
Why millions of biomarker data points safeguard the 2030 revenue targets
 • Swiss Transparent Portfolio
SWISS PORTFOLIO
December 2025 Results
 • Swiss Transparent Portfolio
The $PSIX Paradox: A Beautifully Complex Opportunity?
Growth, gas, and the irony of insider timing. Inside: the call transcript and our fully transparent model.
 • Swiss Transparent Portfolio
Trading Alert: A 4x P/E anomaly we just added
The turnaround is already in the filings. The irony is delicious: a "distressed" microcap compounding beautifully under new management.
 • Swiss Transparent Portfolio
The Asymmetric Arbitrage: A +4x Opportunity (Feb 2)
A wonderful setup where insiders are positioning by doing the hardest thing of all... (Discover inside)
 • Swiss Transparent Portfolio
Trading Alert: Choosing the Better Compounding Path
A deliberate portfolio rotation from stagnation to compounding, and why we acted now.
 • Swiss Transparent Portfolio
Special Situation: The Anatomy of a 3x Opportunity by Jan 26th
A rare short-term setup where the math paints +100% upside. We break down the risks, the timeline and the catalyst.
 • Swiss Transparent Portfolio
December Multibagger: The Art of "Unsexy" Asymmetric Value
1.
 • Swiss Transparent Portfolio
Our Top 5 Value Picks in Switzerland
20+ Swiss Stocks to Buy and Sleep Well as of December 2025
 • Swiss Transparent Portfolio
"Secular Growth" Trap with -30% Profit Collapse and "Obsolete" Tech - AIXTRON SE
Deep Dive into the "Structural Decay" of a European Darling, Exposing the "Visibility Crisis," the "Warm Wall" Failure, and the Chinese Predator Eating…
 • Swiss Transparent Portfolio, Strategist, and Architect
SWISS PORTFOLIO
November 2025 Results
 • Swiss Transparent Portfolio
Trading Alert: 3 Beautiful Moves Into Peak Fear
A new position, a +50% add, and a +100% double-down, executed beautifully in one of the most fearful weeks of 2025.
 • Swiss Transparent Portfolio
Flat Year, 25% Growth: Is Mastercard a Premium Valuation or a Mispriced Opportunity?
A common-sense investor’s look at one of the most capital-efficient franchises in global finance
 • Swiss Transparent Portfolio
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