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.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 123 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
Read this Newsletter
europecapitalnews.substack.comLatest Issues
The AI Pharma Bet No One Is Talking About
Forget the drug discovery companies. Look at who runs the trials.
If we look at the markets right now, it’s clear that the focus is largely on AI, and rightly so. It dominates the conversation, and its potential to disrupt multiple industr...
One Thesis Was Never Going to Be Enough
Digital sovereignty got us here. It won't get us the next five years.
Last week I laid out the different thesis of where I will focus my attention on for the Europe Capital portfolio going forward.
The Berkshire of Forgotten Tech
Milan's Bending Spoons buys the internet brands the market left for dead and holds them forever, just like Buffett. It funds them with leverage, nothing like Buffett.
When I think about tech IPOs coming out of Europe, it is a rare occasion...
I'm Adding Three Legs to the Portfolio
Energy, demographics and global wealth are becoming the next legs of the thesis, alongside a portfolio up 77% year to date
So far this year our main investment strategy has been finding bottlenecks in the European AI supply chain and compa...
I Ran All Four German Carmakers Through the Same Test After Their Worst Year in Decades
I compared VW, BMW, Mercedes and Porsche using the same set of metrics, and one brand clearly stood out.
Growing up in Germany, I was proud of our cars. On vacation abroad I would count the VWs on the road. The occasional Mercedes or Porsc...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Europe Capital.
| Subscribers | Engagement | 78 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
On a quest to beat the S&P 500 with only European stocks | Portfolio up 70+ % YTD | Not financial advice
Frequently Asked Questions
How can I access the email archive for Europe Capital?
You can find recent issues that have been published by Europe Capital on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Europe Capital have?
To see how many people subscribe to Europe Capital, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Europe Capital?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Europe Capital as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Europe Capital?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Europe Capital using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Europe Capital?
Scroll up to where it says Related Newsletters to see other publications like Europe Capital. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Europe Capital?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.