Europe Capital
Europe Capital, Iary Dell'ElceUncovering European equity alpha, tech sovereignty, and macro trends for global investors.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 96 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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europecapitalnews.substack.comLatest Issues
From Chips to Clouds: Why We Are Rotating Within the European Sovereignty Trade
Portfolio Update | May 2026
When we launched this portfolio at the start of the year, the core thesis was straightforward but far from obvious to the broader market. Europe was sitting on a collection of genuinely undervalued companies spr...
Why SAP's Decade of Pain Is Producing a Cash Machine
Cloud revenues up 54%, free cash flow doubled, debt nearly wiped out — and the stock still trades at a six-year valuation low.
What This Analysis Covers
Europe’s Hidden Semiconductor Champions
The EU AI Supply Chain Series | Episode 2: The Process Equipment Tier
In the first episode of this series, we argued that the market’s fixation on ASML, while entirely justified, had caused investors to miss something important. The raw ma...
The Sine Wave Portfolio: Why the Next Trade Might Be a Glass of Cognac
A great brand, a stretched balance sheet, and a generational bet on how young people will eventually choose to spend an evening
Life rarely unfolds the way a spreadsheet would prefer. Most things do not trend in one direction indefinitely....
X-FAB Silicon Foundries: Europe’s Overlooked Foundry at a Crossroads
The specialty foundry navigating a cycle trough while quietly building a €128M EU-backed moat in microsystems. Here’s what the market is, and isn’t, pricing in.
Most semiconductor investors fixate on leading-edge nodes, EUV lithography, an...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Europe Capital.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Uncovering European equity alpha and tech sovereignty | Trying to beat the S&P500 with just European stocks up 35% YTD
Name is pronounced YAH-ree. Writing about investing, incentives, and decision-making under uncertainty. Focused on structure, behaviour, and long-term compounding.
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