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Weekly European Roundup
Nebius printed +684% YoY revenue. OHB just landed the biggest satellite deal Czech Republic has ever had. This is what European small-cap alpha looks…
May 22
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European Hidden Gem Stocks
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Premium Early Access: The Hidden Gems AI Research Terminal
Type any European ticker. Get my framework’s verdict in 90 seconds: Deep Dive ASAP, Watchlist, or Pass. This is the screening tool I use for every stock…
May 21
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European Hidden Gem Stocks
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The Three Seas Space Satellite Standard: Why 12 Countries Will Buy From Creotech
€59M ESA contract. Three Seas template vendor. Flight-proven. But 93% of revenue is from 2 contracts. If Mikroglob Phase C lands, it rerates. The SpaceX…
May 20
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European Hidden Gem Stocks
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Weekly European Roundup
This week we gained +11.53% vs MSCI’s +2.13%. YTD, we’re still beating the world market by >45.17%!!!
May 15
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European Hidden Gem Stocks
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We hit 100 paid subs. Thank you. 48h Sale: €44.25/yr
We just crossed 100 paid subscribers.
May 13
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European Hidden Gem Stocks
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Why I’m ignoring LVMH to buy these 5 French names instead
I’m up +43% YTD by ignoring CAC 40 giants and hunting in the €50m-€10bn range.
May 12
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European Hidden Gem Stocks
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Priced Like Hardware, Behaving Like a Platform - A €690M Defence Gem
Everyone sees NATO rearming and buys Saab. But the smart money buys from whom Saab has to buy.
May 11
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European Hidden Gem Stocks
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Weekly European Roundup
This week we gained +7.96% vs MSCI’s +1.14%. YTD, we’re still beating the world market by >25%!!!
May 8
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European Hidden Gem Stocks
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I Found a €13M “Picks & Shovels” Play on Europe’s Green Mandates... And Wall Street Can’t Buy It
A micro-cap with 78% margins that European hotels legally have to buy before 2030. The founder owns ~40%. Just turned profitable. The only problem…
May 7
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European Hidden Gem Stocks
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2-Minute Drill - Schneider Electric
The €160B freight train powering AI
May 5
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European Hidden Gem Stocks
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Bachem: The TSMC of Peptides
Building K expansion goes live H2 2025. The market is pricing this like Lonza. I think it should be priced like Samsung Bio.
May 4
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European Hidden Gem Stocks
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European Stock Ranks - May 2026
Hi Subscribers!
May 3
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European Hidden Gem Stocks
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