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 | 109 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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europecapitalnews.substack.comLatest Issues
AI Was Supposed to Kill the Consultants
Instead the AI labs are partnering with them. Here is why the fear in consulting stocks looks overdone, and the two names we are watching
The biggest win from AI so far has been coding.
Europe vs the S&P — Week 26
The challenge. Beat the S&P 500 using only European listed stocks.
Since inception we are still comfortably ahead of the S&P. The last couple of weeks were a different story. They were volatile, and we felt it.
The Software Factory: How AI Agents Are Building the Next Assembly Line
Every few generations, a single operational primitive reshapes an entire industry so completely that the world before it becomes almost unimaginable. The introduction of the moving assembly line by Henry Ford is perhaps the clearest example...
Buying Europe’s Startup Scene at 40 Cents on the Euro
This might be the most overlooked access vehicle to European innovation
I want to start this one with something that has bothered me for a while.
The 31% Rule: A Deterministic Map to a 10x Return
A Framework for Hunting Trillion-Dollar Businesses in the Public Markets
There is a question that sits quietly in the back of every serious retail investor’s mind, and it rarely gets answered honestly: where exactly should I put my money i...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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On a quest to beat the S&P 500 with only European stocks - and the research to prove it. | Not financial advice
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