Blog

02.02.2026

Sola’s Opinion on the Swiss Stock Market (Episode 44)​

*** Germany is tipping – and Europe is faltering *** Opportunities for 2026 - between thesis and reality *** Swiss Marketplace Group: From skepticism to confirmation ***​

Read article

03.01.2026

Sola’s Opinion on the Swiss Stock Market (Episode 43)​

*** Plutos - Switzerland Fund: What Was. What Remains. What Follows. ***​

Read article

01.12.2025

Sola’s Opinion on the Swiss Stock Market (Episode 42)​

*** Plutos - Switzerland Fund Update *** Fallen Heroes, Strong Comebacks: The Most Exciting Opportunities for 2026 *** Swiss Marketplace Group – Stock Aligns with Peer Valuation – …

Read article

01.11.2025

Sola’s Opinion on the Swiss Stock Market (Episode 41)​

*** Plutos - Switzerland Fund Update *** Reishauer - Seismograph of the Swiss Automotive Suppliers *** mobilezone - Back to the Roots, Smaller, Finer, Stronger *** AI Boom: …

Read article

01.10.2025

Sola’s Opinion on the Swiss Stock Market (Episode 40)​

*** Plutos - Switzerland Fund Update *** SIG Group: From Price Crash to Opportunity *** Adecco: Under Pressure – or on the Verge of a Comeback? *** Year-End …

Read article

01.09.2025

Sola’s Opinion on the Swiss Stock Market (Episode 39)​

*** Plutos - Switzerland Fund Update *** Straumann – what’s not to like? *** Takeover Candidates?! – Swiss Quality in Focus ***​

Read article

01.08.2025

Sola’s Opinion on the Swiss Stock Market (Episode 38)​

*** Plutos - Switzerland Fund Update *** Bucher, Forbo, and Lem Holding – Quality Opportunities *** It’s the dollar, stupid! ***​

Read article

01.07.2025

Sola’s Opinion on the Swiss Stock Market (Episode 37)​

*** Plutos - Switzerland Fund Update *** H1 2025: Six Months, Three Perspectives – Performance, Stability, Potential ***​

Read article

01.06.2025

Sola’s Opinion on the Swiss Stock Market (Episode 36)​

*** Swatch Group – a differentiated analysis *** Kuros - a one-trick pony with a really good trick ***​

Read article

01.05.2025

Sola’s Opinion on the Swiss Stock Market (Episode 35)​

*** R&S Group in the Supercycle *** Muted Analyst Expectations – Justified? ***​

Read article

01.04.2025

Sola’s Opinion on the Swiss Stock Market (Episode 34)​

*** Q125: Highlights, Lowlights, Nolights *** Medartis – Straumann 2.0? ***​

Read article

01.03.2025

Sola’s Opinion on the Swiss Stock Market (Episode 33)​

*** Oerlikon: ‘Cloudy, with a chance of meatballs’ *** Germany builds: which Swiss companies are positioned for it *** SIG Group: ‘Last is the least’ *** European bureaucratic …

Read article

01.02.2025

Sola’s Opinion on the Swiss Stock Market (Episode 32)​

***Feeling the Pulse: Initial Indications for 2025***​

Read article

01.01.2025

Sola’s Opinion on the Swiss Stock Market (Episode 31)​

*** Our Scenario for 2025 ***​

Read article

01.12.2024

Sola’s Opinion on the Swiss Stock Market (Episode 30)​

*** Komax - Don’t believe everything you read... *** Year in Review 2024 ***​

Read article

03.11.2024

Sola’s Opinion on the Swiss Stock Market (Episode 29)​

*** R&S Group – 'a match made in Heaven' *** Rieter will reduce cyclicality ***​

Read article

30.09.2024

Sola’s Opinion on the Swiss Stock Market (Episode 28)​

*** Sunrise - welcome back! ; Swiss quality cyclicals – main beneficiaries of the interest rate turnaround? ***​

Read article

01.09.2024

Sola’s Opinion on the Swiss Stock Market (Episode 27)​

*** SKAN delivers consistently - more to come *** Aryzta – Index inclusions as the next trigger? *** The September phobia ***​

Read article

02.08.2024

Sola’s Opinion on the Swiss Stock Market (Episode 26)​

*** Rotation is the Lifeblood of a Bull Market - US Small Caps Gain *** Temenos’ Homework *** ams OSRAM Develops Positively *** Swiss Industrial Stocks – Bottom …

Read article

30.06.2024

Sola’s Opinion on the Swiss Stock Market (Episode 25)​

*** Plutos - Switzerland Fund Update *** Troubled Assets ***​

Read article

01.06.2024

Sola’s Opinion on the Swiss Stock Market (Episode 24)​

*** Plutos - Switzerland Fund Update *** SKAN – Why Less is More *** Sensirion – Why More is More *** DocMorris – Once in a Lifetime *** …

Read article

03.05.2024

Sola’s Opinion on the Swiss Stock Market (Episode 23)​

*** Plutos - Switzerland Fund Update *** ‘Looking through’ H124? *** R&S Group increases investor traction *** Temenos back in the ‘Penalty Box’ ***​

Read article

02.04.2024

Sola’s Opinion on the Swiss Stock Market (Episode 22)​

*** Plutos - Switzerland Fund Update *** Accelleron – The Rock in the Surf *** Komax – December as the Low Point *** Meyer Burger – Politics Leaves …

Read article

04.03.2024

Sola’s Opinion on the Swiss Stock Market (Episode 21)​

*** Plutos - Switzerland Fund Update *** ams OSRAM as Apple’s Plaything *** Temenos: Attack of the Toothless *** OC Oerlikon – Your Focus Needs More Focus *** …

Read article

01.02.2024

Sola’s Opinion on the Swiss Stock Market (Episode 20)​

*** Plutos - Switzerland Fund Update *** Meeting Feedback: Accelleron, ams Osram, Cembra, Clariant, Comet, DocMorris, Lonza, medmix, OC Oerlikon, Rieter, SFS, SKAN, VAT *** Holcim: sensible spin-off …

Read article

03.01.2024

Sola’s Opinion on the Swiss Stock Market (Episode 19)​

*** Plutos - Switzerland Fund Update *** Germania – Where to next? *** Belimo with intact drivers *** Zehnder – Demand finds a foothold ***​

Read article

06.12.2023

Sola’s Opinion on the Swiss Stock Market (Episode 18)​

*** Plutos - Switzerland Fund Update *** Calida Group – at the Low Point *** Oerlikon’s Two Faces *** Comet - Modest Euphoria *** Bucher – Overlooked Quality …

Read article

02.11.2023

Sola’s Opinion on the Swiss Stock Market (Episode 17)​

*** Plutos - Switzerland Fund Update *** Lonza – a Stock Market Darling That Divides Opinions *** Bystronic Creates Transparency *** Medartis – a Story with Substance *** …

Read article

04.10.2023

Sola’s Meinung zum Schweizer Aktien-Markt (Episode 16)​

*** Plutos - Schweiz Fund Update *** 1.Geburtstag Plutos-Schweiz Fund *** Der deutsche Bau am Abgrund *** Tecan – fragiles Vertrauen in die Guidance *** Münchner Erkenntnisse *** …

Read article

05.09.2023

Sola’s Opinion on the Swiss Stock Market (Episode 15)​

*** Plutos Switzerland Fund Update *** DocMorris at a Turning Point *** Meyer Burger - Overview *** Pierer Mobility – From Red to Orange *** u-blox and the …

Read article

01.08.2023

Sola’s Opinion on the Swiss Stock Market (Episode 14)​

*** Plutos Switzerland Fund Update *** ams Osram 2.0 *** Order Intake as Achilles' Heel *** GAM: The Decisive Phase Begins *** Aryzta: Is the Revaluation Over? *** …

Read article

05.07.2023

Sola’s Opinion on the Swiss Stock Market (Episode 13)​

*** Plutos Switzerland Fund Update *** Straumann: Abundant Potential *** medmix Finds Solutions *** TX Group: Value with a Trigger *** Bystronic: Strong Services Business Supports Growth *** …

Read article

06.06.2023

Sola’s Opinion on the Swiss Stock Market (Episode 12)​

*** Plutos Switzerland Fund Update *** Pierer Mobility: From Zero to Hero *** ams Osram’s Road Back *** u-blox: GARP at Its Best *** GAM: Sola on the …

Read article

02.05.2023

Sola’s Opinion on the Swiss Stock Market (Episode 11)​

*** Plutos Switzerland Fund Update *** Straumann (still) not in the SMI *** Rieter’s Recycling *** Temenos: Cast Off *** GAM’s Next ‘Savior’ *** u-Blox Newly on the …

Read article

03.04.2023

Sola’s Opinion on the Swiss Stock Market (Episode 10)​

*** Plutos Switzerland Fund Update *** Learning FED? *** UBS’ Superdeal *** Aryzta’s Path to Blue Chip *** SKAN: ‘It’s all about the dose’ *** Accelleron’s First Time …

Read article

01.03.2023

Sola’s Opinion on the Swiss Stock Market (Episode 9)​

*** Plutos Switzerland Fund Update *** FOMO is Back *** Straumann Invests in Growth *** Arbonia – Don’t Look Back in Anger *** Temenos’ CEO Search *** INOVEST …

Read article

01.02.2023

Sola’s Opinion on the Swiss Stock Market (Episode 8)​

*** Plutos Switzerland Fund Update *** Flash in the Pan?! *** Underestimated Bystronic? *** Good, Better, SKAN *** Jenisch’s ‘Big Switch’ *** Accelleron in the Spotlight ***​

Read article

10.01.2023

Sola’s Opinion on the Swiss Stock Market (Episode 7)​

*** Plutos – Switzerland Fund Kicks Off 2023 with a Bang *** Mobilezone with a New Business Segment? *** My Sensirion Insight *** Landis + Gyr in the …

Read article

07.12.2022

Sola’s Opinion on the Swiss Stock Market (Episode 6)​

*** Plutos – Switzerland Fund Monthly Report *** Comet-CMD with 2025 Outlook *** APG: All Pretty Good *** Sensirion Meets Parameters ***​

Read article

04.11.2022

Sola’s Opinion on the Swiss Stock Market (Episode 5)​

Temenos' Leadership Problem *** Arbonia – the Rejected Gem *** Rieter's 7 Fat Years *** Zur Rose as a Pawn of Politics ***​

Read article

12.10.2022

Sola’s Opinion on the Swiss Stock Market (Episode 4)​

The ‘future’ SIKA *** Comet’s Challenge *** AMS and Logitech with Possible Triggers​

Read article

25.09.2022

Sola’s Opinion on the Swiss Stock Market (Episode 3)​

The Insider Tip Mobilezone *** Synergies Between Heat Pumps and Doors *** Belimo’s Growth Surge *** SKAN – The Expensive Gem *** Meyer Burger’s Confidence *** Evolva’s New …

Read article

05.09.2022

Sola’s Opinion on the Swiss Stock Market (Episode 2)​

Why Accelleron Is Interesting *** Why SoftwareONE Is Regaining My Trust *** What I Learned from Swissmem President Martin Hirzel​

Read article

10.08.2022

Sola’s Opinion on the Swiss Stock Market (Episode 1)​

The PLUTOS - Switzerland Fund - Investing in the Swiss Market *** Our Investment Philosophy *** Supporters *** Support *** Zoom Coffee Chat​

Read article