Europe · 3 entries · 3 publications
Schneider
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · Quality Stocks | GARP Investment Research
Is the 10% drawdown justified and what is my strategy from here?
Since publication −11.2% α −11.4 pp vs CAC 40 · EUR
Substack · Rijnberk InvestInsights · Daan | InvestInsights
An Industrial giant positioned at the intersection of AI, electrification, and automation, now growing double digits with record FCF!
Since publication −21.6% α −11.8 pp vs CAC 40 · EUR
Substack · French Focus Investing · Ulrich Dubois
A Deep Dive Through the Lens of Pragmatist Compounding
Since publication +3.3% α +6.4 pp vs CAC 40 · EUR
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.