Eos Research
Eos Research is an independent, investment-led publication focused on defence, geopolitics, energy and industrial supply chains. We connect policy shifts and strategic spending to public-market opportunities.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 14 | Founded | 3 months ago | Last Issue | 12 days ago |
| Active | |||||
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eosr.substack.comLatest Issues
BAE Systems: Buy the DIP?
Summary:
Leadership change in the UK Government might increase the risk of a short-term delay to the Defence Investment Plan, but should not materially reduce the likelihood of publication. To us, the more important question is whether...
Beyond FCAS: Europe’s Future Fighter Reset
Summary
The failure of the Future Combat Air System (FCAS) to deliver a single Franco-German-Spanish fighter is not a signal that Europe’s future combat air requirement has disappeared. It is a signal that the original governance model...
BAE Systems: Duration of growth mispriced
Summary:
BAE Systems is one of our preferred ways to own the global defence upcycle. The market already recognises the company as a high-quality defence prime, but we think it is mispricing the duration of growth. The set-up is strong...
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...
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| 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 defence, geopolitics, energy and industrial supply chains. We connect policy shifts and strategic spending to public-market opportunities.
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