Thanks to visit codestin.com
Credit goes to swisstransparentportfolio.substack.com
Swiss Transparent Portfolio
Subscribe
Sign in
Home
Notes
DEEP DIVES
PORTFOLIO UPDATE
THESIS FOLLOW-UP
SWITZERLAND
TOOLS
Trading Alert: Choosing the Better Compounding Path
A deliberate portfolio rotation from stagnation to compounding, and why we acted now.
READ THE LATEST
Most Popular
View all
Tecogen (TGEN): Cool Tech, Hot Prospects
Aug 22, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
33
Codestin Search App
2
Codestin Search App
13
SWISS PORTFOLIO
Oct 2, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
32
Codestin Search App
2
Codestin Search App
14
+80% 5-Year Revenue Growth: Hoffmann Green (EPA:ALHGR)
Sep 25, 2025
Â
•
Â
Swiss Transparent Portfolio
 andÂ
Ozeco
Codestin Search App
33
Codestin Search App
Codestin Search App
7
SWISS PORTFOLIO
Dec 4, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
27
Codestin Search App
Codestin Search App
11
DEEP DIVES
View all
December Multibagger: The Art of "Unsexy" Asymmetric Value
1.
Dec 22, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
19
Codestin Search App
3
Codestin Search App
4
"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…
Dec 6, 2025
Â
•
Â
Swiss Transparent Portfolio
,Â
Strategist
, andÂ
Architect
Codestin Search App
18
Codestin Search App
Codestin Search App
1
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
Nov 27, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
21
Codestin Search App
Codestin Search App
4
Trading Alert: The Duolingo Dilemma. Sell, Trim or Buy? Here’s What We’re Doing
Q3 2025 $DUOL Earnings Digest: The A/B Testing Machine the Market Just Misread.
Nov 6, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
23
Codestin Search App
Codestin Search App
8
10 Reasons Wall Street’s Getting Amazon Wrong
Q3 2025 Earnings Preview: The Calm Before the Compounding
Oct 29, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
21
Codestin Search App
Codestin Search App
7
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.
Dec 23, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
26
Codestin Search App
6
Codestin Search App
9
December Multibagger: The Art of "Unsexy" Asymmetric Value
1.
Dec 22, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
19
Codestin Search App
3
Codestin Search App
4
Our Top 5 Value Picks in Switzerland
20+ Swiss Stocks to Buy and Sleep Well as of December 2025
Dec 18, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
18
Codestin Search App
Codestin Search App
2
"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…
Dec 6, 2025
Â
•
Â
Swiss Transparent Portfolio
,Â
Strategist
, andÂ
Architect
Codestin Search App
18
Codestin Search App
Codestin Search App
1
SWISS PORTFOLIO
November 2025 Results
Dec 4, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
27
Codestin Search App
Codestin Search App
11
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.
Nov 28, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
13
Codestin Search App
1
Codestin Search App
2
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
Nov 27, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
21
Codestin Search App
Codestin Search App
4
30+ Stocks: Sentiment & Valuation Check
November 2025
Nov 25, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
18
Codestin Search App
2
Codestin Search App
2
Trading Alert: Exited a High-Quality business after the asymmetry faded
Reallocating capital toward opportunities with clearer upside and stronger asymmetry.
Nov 19, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
24
Codestin Search App
Codestin Search App
3
SWISS PORTFOLIO
October 2025 Results
Nov 13, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
22
Codestin Search App
Codestin Search App
7
Trading Alert: The Duolingo Dilemma. Sell, Trim or Buy? Here’s What We’re Doing
Q3 2025 $DUOL Earnings Digest: The A/B Testing Machine the Market Just Misread.
Nov 6, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
23
Codestin Search App
Codestin Search App
8
10 Reasons Wall Street’s Getting Amazon Wrong
Q3 2025 Earnings Preview: The Calm Before the Compounding
Oct 29, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
21
Codestin Search App
Codestin Search App
7
Our Top 5 Value Picks in Switzerland
20+ Swiss Stocks to Buy and Sleep Well as of October 2025
Oct 16, 2025
Â
•
Â
Swiss Transparent Portfolio
Codestin Search App
24
Codestin Search App
Codestin Search App
3
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts