HeyJaredEurope Capital
Uncovering European equity alpha, tech sovereignty, and macro trends for global investors.
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Jul 30, 2026
Latest issues
The Unexpected Winners of the Robotaxi Revolution (opens the original)
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In the age of accelerating technologies, more and more industries are coming under pressure that previously seemed impossible to disrupt.Not a month goes by without some cool new AI feature, a new video of humanoid robots doing work inside a factory, or a new roll-out announcement from Tesla, Waymo or some other AV provider.Now, I don’t want to write yet another piece about the challenges of the big European car OEMs. Instead, I want to focus on businesses that might profit from the rise of AVs.
The Experience Economy Is European. The Stocks Are Hidden. (opens the original)
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When I look back at the summer of 2026, one thing was hard to miss if you spent any time at the usual vacation hotspots.Back in the day, the bars around the pool would be packed and people would start day drinking almost as soon as their eyes were open. This year the pool bar was empty at eleven and the same crowd was coming back from a run, heading to the hotel gym, or asking the concierge about a boat trip. So, people are still doing stuff, it is just different stuff, and they are paying for i
The Political Middle Is Disappearing in Germany (opens the original)
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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 different. A further push towards the right In the state of Mecklenburg-Vorpommern, the results look quite similar to those in Sachsen-Anhalt. It is a clear indication that a push towards the right is clearly happening. Again, the AFD is the strongest party, coming
What Comes After an 88% Gain? (opens the original)
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The two trades that made this year are done. The AI picks-and-shovels trade we sold in May, and the SaaS trade we rotated into afterwards has delivered most of what I expected from it. The portfolio is up around 88 percent since inception, and for the first time since January the question is no longer how to protect the gains. It is more about where the next leg is supposed to come from.That is the reason this review looks different from the previous ones. When I last wrote about the Europe Capi
A Wake-Up Call for Germany (opens the original)
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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 the result says about the political center.Now, of course, on the state level the AfD won’t have as much power as on the national level; however, it will still be a landmark that should serve as a wake-up call for the more “established” parties, mainly the CDU
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