STOCK SELECTION

 We screen the market and conduct fundamental analysis of publicly traded companies.

We assess intrinsic value and identify stocks we believe are mispriced.

 Subscribe us on Substack for our carefully selected investment ideas with in-depth company valuation analysis.

Gain access for CHF 240 a year and start your free 30-day trial

 Backed by 25 years of professional investment analysis, our work is built on human expertise, not on AI.

On demand we provide our analysis in Excel and invite to adjust the parameters to suit your own assumptions.

Concrete stock ideas. Backed by real valuation.

Discover around 10 carefully selected stock ideas each month, backed by in-depth company research and a transparent assessment of intrinsic value.

We analyse the business, its growth potential, profitability, reinvestment needs and risks: We translate that analysis into a clear valuation.

You don't just get a stock tip. You get the reasoning behind it.

Our reports use rigorous methods applied in professional investment analysis, without the institutional price tag.

Paying subscribers receive the complete DCF valuation model in Excel, including the cost-of-capital calculation, peer-group multiples and a dedicated input sheet for adjusting key assumptions.

Access research produced by experienced investment professionals - not AI-generated analysis.

There are thousands of stock ideas. Finding the ones worth investing in is the hard part.

Every day brings new stock tips, headlines, price targets and market opinions. AI has made the volume even greater.

But an investment idea is not an investment case.

We continuously screen liquid stocks across major Western markets and look for companies where the fundamentals and our assessment of intrinsic value suggest an attractive opportunity.

We don't just tell you which stocks have caught our attention. We show you why we believe they may be undervalued.

And because our analysis is transparent, you can judge the investment case for yourself, rather than relying on a headline, a chart or an anonymous stock tip.

Less noise. Better ideas. More confidence in your own investment decisions.

 Because good stock ideas should be more than tips.

Professional investors have had access to experienced analysts, detailed financial models and independent company research for decades.

Private investors often get something very different: headlines, stock tips, simplified ratios and an endless stream of opinions. We believe they deserve better.

Our mission is to make professional-grade equity research available to private investors, at a fair price and in a form that can be understood, examined and challenged.

We also believe incentives matter. We are paid by our subscribers and nobody else.

In a market crowded with noise, hype and automated commentary, our goal is simple: give investors concrete stock ideas backed by independent research and transparent valuation, so they can make better-informed long-term investment decisions.

Not a promise of returns. Not a trading signal. A professional assessment of value with the reasoning and calculations visible.