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Europe Capital

On a quest to beat the S&P 500 with only European stocks. Independent research on European equities, tech sovereignty, and macro trends -- published every week.

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PricingFreemiumPublishesDaily
Issues118Founded2 years agoLast Issue3 days ago
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Latest Issues

Not Dead Yet

ServiceNow just gave us a pulse check on the SaaS names we own

We started the year with a “simple” challenge in mind. Beating the S&P 500 with European stocks only.

3 days ago
19
Paid

The $53 Billion Bid That Could Redraw Payments

Why Stripe wants PayPal, and what it means for our Adyen position

On July 15, Stripe and private equity firm Advent International made a joint cash offer of $60.50 per share for PayPal. That values the company at roughly $53.4 billion, a 2...

5 days ago
15
Paid

Germany's Rearmament Trade

Germany rewrote its constitution to rearm on borrowed money. Nine companies sit in the path of the spending. This issue names them.

On June 24, Rheinmetall lost more than 10 billion euros of market value in a single session. Berlin had scr...

11 days ago
12
Paid

Priced for Perfection, Priced for Extinction

The chips are priced for a boom that never stops. The software is priced like it already ended.

When we launched this portfolio at the start of the year, the thesis was simple and unpopular. Europe was sitting on a collection of genuinely...

13 days ago
16
Paid

Bechtle AG: Quality on Sale

Europe's largest IT system house sits at a two-year earnings trough with a net-cash balance sheet and a rising order book

The Snapshot

16 days ago
8
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  • Europe Capital

    On a quest to beat the S&P 500 with only European stocks | Portfolio up 50+ % YTD | Not financial advice

  • Frequently Asked Questions

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