2 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Covers in-depth profiles of small and mid-cap European companies, such as Friedrich Vorwerk, Cicor and Ferrari Group, with business model analysis, risks and valuation. Each issue ends with the author's personal investment conclusion and the milestones he will watch before adding to a position.
A research newsletter from Tristan Capital Partners' chief investment strategist covering macro conditions, capital flows and their implications for European private markets and commercial real estate. Readers get short market commentary that synthesises outside research with the firm's own investment positioning.
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