I look for shiny stones in my backyard, and by my backyard I mean the stock market, and by shiny stones I mean quality companies.
I look for shiny stones in my backyard, and by my backyard I mean the stock market, and by shiny stones I mean quality companies.
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.
Data-driven insights on global equities and macro trends — clear, concise, and actionable.
Former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM.