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 | 15 | Founded | 3 months ago | Last Issue | 20 days ago |
| Active | |||||
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eosr.substack.comLatest Issues
Missiles and Air Defence: The Strike vs the Shield
Summary
Missiles and air defence are becoming one of the clearest rearmament themes in Europe. While Europe is underbuilt on both sides, we think the most visible investment opportunity sits on the defensive side in Air defence. NATO’s...
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...
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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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