Eos Research
Eos Research is an independent research publication focused on thematic, equity and commodities research. We are focused on uncovering small and mid cap ideas within European and Emerging markets focusing on bottom-up stock opportunities.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 2 months ago | Last Issue | 11 days ago |
| Active | |||||
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eosr.substack.comLatest Issues
BAE Systems: The Transatlantic Prime for the Defence Supercycle
Summary:
BAE Systems is one of the clearest listed beneficiaries of the NATO defence upcycle. The company is positioned where global defence budgets are most likely to convert into funded, long-duration programmes. These include missio...
UK Defence: Nuclear, Naval and Digital primes in focus
Summary
While we await the Defence Investment Plan (DIP), we lay out a framework to analyse where the UK defence budget is most likely to translate into investable opportunities. With roughly 45% of the £60.2bn defence budget tied to e...
UK Defence: Britain’s Defence Dilemma
Summary
Britain’s defence debate has moved from a long-term policy discussion into a near-term credibility test. The government has accepted the need for a more resilient military, but the question is whether it is willing to fund the...
UK Defence: Britain’s New Way of War
Summary
The UK Strategic Defence Review (SDR) marks a structural shift in how Britain approaches national security, moving away from a post-Cold War model toward a more digitally integrated “Integrated Force” built around AI-enabled ta...
European Defence: Navigating Sustainability Considerations
Summary
Europe has firmly established itself as a global leader in sustainable investments, driving the transition through policy frameworks and capital mobilisation. Today, the bulk of European equity assets are managed under ESG fram...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Eos Research.
| Subscribers | Engagement | 75 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
We are fundamental investors focused on uncovering mid-to-large cap ideas within Europe and Emerging markets. Please reach out to explore collaboration opportunities or give feedback.
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