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 | 83 | Subscribers | Read | europecapitalnews.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Germany vs the UK: How money actually works in each system
> Even though both countries have historically been in the EU (until Brexit), it is interesting to see how different money actually works in both systems. To get the nuances across, we have teamed up with Iary Dell’Elce, a UK resident and t...
Cloud Transition at a Crossroads: SAP's Multi-Billion Dollar Bet on AI-Driven Growth and the Valuation Gap It Creates
Can Europe's Software Giant Convert Its Legacy Dominance into Cloud Economics While Justifying a Premium Multiple?
Germany's Most Powerful Family You've Never Heard Of
The Reimanns turned a 19th-century chemistry shop into a $70 billion empire all without a Forbes headline. Now they're quietly repositioning their investments.
The Phoenix No One Is Watching
The world’s largest jewelry brand by revenue is quietly reinventing itself and trading at the lowest multiple in years, with an 80% gross margin and 13% EPS CAGR
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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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