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 | 132 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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europecapitalnews.substack.comLatest Issues
The Experience Economy Is European. The Stocks Are Hidden.
GetYourGuide, Fever and Tiqets built the platforms. The listed opportunities are hiding in ticketing, travel infrastructure and scarce physical assets.
When I look back at the summer of 2026, one thing was hard to miss if you spent any tim...
The Political Middle Is Disappearing in Germany
After I wrote about the push towards the right in the state of Sachsen-Anhalt, we just got the results of the elections in two other states. The city of Berlin and the state of Mecklenburg-Vorpommern, and the results couldn’t be more differ...
What Comes After an 88% Gain?
The trades that made this year are done. I’m now betting on four structural forces and watching three companies that could become the portfolio's next additions.
The two trades that made this year are done. The AI picks-and-shovels trade w...
A Wake-Up Call for Germany
For the first time since the Second World War, Germany's far-right AfD has won more than 40% of the vote in a state election. That should worry Germany not because the AfD suddenly has the power to reshape the country, but because of what t...
The Bottleneck Behind The Humanoid Boom
I looked for picks and shovels in the European supply chain, so you don't have to.
When I did the research for this piece, I was fairly confident about where it would end up. Humanoid robots need tens of thousands of precision parts and Ge...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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On a quest to beat the S&P 500 with only European stocks | Portfolio up 70+ % YTD | Not financial advice
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