Europe Capital
Europe CapitalUncovering European equity alpha, tech sovereignty, and macro trends for global investors.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 75 | Subscribers | Read | europecapitalnews.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Adyen: High Margins, Shaken Confidence
A premium business caught between durable economics and a less forgiving market
The Heat Beneath Our Feet
Why Europe's most overlooked energy source is about to have its moment, and what it means for your portfolio
Europe’s Sovereignty Trade Has a Revenue Line Now
On March 10, Rheinmetall published guidance projecting fiscal year 2026 sales of between €14 billion and €14.5 billion, representing growth of up to 45 percent from its 2025 base, with management projecting that its order backlog will more ...
Europe’s Hidden Mag7
The six metrics behind modern market dominance and the seven European companies that come closest
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Authors
The writers behind this newsletter.
Uncovering European equity alpha, tech sovereignty, and macro trends for global investors.
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