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 | 87 | Subscribers | Read | europecapitalnews.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Europe’s Digital Oil Crisis: Why the Continent Is Finally Onshoring Its Most Valuable Asset
The story of how geopolitical fracture is redirecting tens of billions of dollars away from Silicon Valley and toward a handful of European cloud companies most investors have never heard of.
The Quiet Empire: Why Zalando May Be Europe’s Most Underrated Tech Company
It sells clothes. But beneath the surface, it is building something far more powerful and far more durable.
The Grown-Up Question: Why Europe Must Stand on Its Own and What Happens If It Doesn’t
The post-war order is cracking. A seventy-year-old promise is being called in. And the answer to whether Europe can deliver will shape three very different futures for the West.
Europe’s Last Moat: Why Luxury Is the Continent’s Most Durable Business
While AI commoditizes everything else, two hundred years of heritage cannot be coded — and the market is currently mispricing that fact.
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Authors
The writers behind this newsletter.
Uncovering European equity alpha, tech sovereignty, and macro trends for global investors.
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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