European Hidden Gem Stocks
European Equity Specialist | +50% YTD Portfolio | Uncovering hidden €50m-€10 bn gems | High conviction stock ideas for $9/mo or $59/yr
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 131 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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eurohiddengemstocks.substack.comLatest Issues
Umicore: The Cash Came Back Before the Story Did
Business Description
Umicore produces three things the market understands and one thing it hates. It refines and recycles precious and specialty metals from industrial waste and discarded electronics. It makes the platinum-group-metal ca...
Weekly European Roundup
This week, Brussels made cloud sovereignty law and handed OVH a 12% pop, while Nebius got a $260 price target and is still on the rise thanks to ex-OpenAI’s Leopold Aschenbrenner.
This week, Brussels made cloud sovereignty law and handed O...
European Stock Ranks - JUNE 2026
June: 10 new high-ranking EU ideas - Defence + AI spend stays hot while gold/oil hedge macro risk.
June: Defence + AI spend stays hot while gold/oil hedge macro risk. This month’s sheet leans into that.” Gives context for why these 10 new...
The Regulatory Arbitrage in European SaaS: Why Cyber_Folks Monetises Bureaucracy While Shopify Sells Software
A few weeks ago, I was testing Claude Code, Google AI Studios, Streamlit, and Base44 to see if I could spin up a website in 10 minutes.
A few weeks ago, I was testing Claude Code, Google AI Studios, Streamlit, and Base44 to see if I could...
Weekly European Roundup
This week, I bought the dip on LightPath, and Leopold Aschenbrenner bought $2.6B of Nebius.
This week, I bought the dip on LightPath, and Leopold Aschenbrenner bought $2.6B of Nebius. But the real signal? Snowflake +34% killed the “SaaSpoc...
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European Equity Specialist | +50% YTD Portfolio | Uncovering hidden €50m-€100 bn gems | $59/yr
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