SW

SwissBear

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@swissbear

SwissBear is a private investor who runs the 'Swiss Transparent Portfolio' Substack. They focus on finding and analyzing scalable, capital-light, high-quality managed compounders in strong jurisdictions, with a particular interest in micro/mid-caps, odd-lot, and special situations. They also own real estate and share insights from their real investment accounts.

Ideas

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Investment Ideas

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BullishCVECenovus Energy Inc.

Cenovus Energy Inc

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