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Swiss Transparent Portfolio | Substack

Common-sense investor. Early in $NFLX, $META. Late $IESC, $HIMS. I hunt capital-light, high-FCF compounders, then forget to sell. MicroMid Cap, oddlot & special situations. Real-time moves & monthly deep dives. Real Estate owner.



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Swiss Transparent Portfolio | Substack

https://substack.com/@swisstransparentportfolio

Common-sense investor. Early in $NFLX, $META. Late $IESC, $HIMS. I hunt capital-light, high-FCF compounders, then forget to sell. MicroMid Cap, oddlot & special situations. Real-time moves & monthly deep dives. Real Estate owner.



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https://substack.com/@swisstransparentportfolio

Swiss Transparent Portfolio | Substack

Common-sense investor. Early in $NFLX, $META. Late $IESC, $HIMS. I hunt capital-light, high-FCF compounders, then forget to sell. MicroMid Cap, oddlot & special situations. Real-time moves & monthly deep dives. Real Estate owner.

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      Common-sense investor. Early in $NFLX, $META. Late $IESC, $HIMS. I hunt capital-light, high-FCF compounders, then forget to sell. MicroMid Cap, oddlot & special situations. Real-time moves & monthly deep dives. Real Estate owner.
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      Common-sense investor. Early in $NFLX, $META. Late $IESC, $HIMS. I hunt capital-light, high-FCF compounders, then forget to sell. MicroMid Cap, oddlot & special situations. Real-time moves & monthly deep dives. Real Estate owner.
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