Swiss Market Community
Our community narratives are driven by numbers and valuation.
Swiss Investing Ideas
Global Weekly Picks
Sparc AI
30.5% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
View narrativeCE
Updated 27 Aug
Archrock
30.4% undervalued intrinsic discount
AI Needs Power. Power Needs Gas. Gas Needs Compression: The Archrock Investment Thesis
View narrativeCO
Updated 8 Sep
Advanced Energy Industries
55.2% undervalued intrinsic discount
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
View narrativeJO
Published 31 Aug
Lam Research
36.5% undervalued intrinsic discount
The Memory Shortage Is Lam's Order Book — Whether It Persists Or Resolves
View narrativeIS
Published 10 Sep
Cosmo
44.3% undervalued intrinsic discount
Cosmo Pharmaceuticals Announces Strong Full Year 2024 Revenue and Cash and Provides Business and Pipeline Updates
View narrativeKA
Updated 16 May
Bachem Holding
68.8% undervalued intrinsic discount
Bachem Holding - The Purest Public Peptide Play?
View narrativeDE
Published 26 Apr
Roche Holding
25.0% undervalued intrinsic discount
Roche Holding AG To Benefit From Strong Drug Pipeline In 2027 And Beyond
View narrativeCL
Published 1 Feb
Newron Pharmaceuticals
39.7% undervalued intrinsic discount
Still A Binary Phase III Bet on Evenamide
View narrativeHE
Updated 8 Aug
Partners Group Holding
8.7% undervalued intrinsic discount
Partners Group Holding will achieve an 8.14% revenue rise over the next 5 years
View narrativeKA
Published 16 May
Nestlé
14.0% undervalued intrinsic discount
EU#9 - From Infant Formula to a Global Nutrition & Health Empire
View narrativeTO
Published 23 May
Roche Holding
2.2% overvalued intrinsic discount
Roche is a cash-generating, defensive large-cap pharma, with upside driven by pipeline execution.
View narrativeKA
Published 12 May
Roche Holding
6.7% overvalued intrinsic discount
Roche Holding will see a 4.2576% revenue growth shaking the market
View narrativeBA
Published 30 Jan 2025
PolyPeptide Group
33.1% overvalued intrinsic discount
Biotech longerterm bet
View narrativePK
Published 14 Aug 2024
