Group 1 - The article expresses a bullish outlook on European rearmament, questioning the level of engagement Europe will have in strengthening its defense, especially in light of potential peace in Ukraine [1] - The author emphasizes the importance of observing megatrends and technological advancements to identify investment opportunities, while also stressing the need to focus on fundamentals, leadership quality, and product pipelines [1] - Recent focus has been on marketing and business strategy for medium-sized companies and startups, with experience in international development and evaluating startups and emerging technologies [1] Group 2 - The article does not provide any specific company or industry recommendations, nor does it disclose any positions in stocks or derivatives related to the companies mentioned [2][3]
EUAD: Amid Greenland Woes And Oreshnik Ballistic Missile, EU Rearmament Is A Must
Seeking Alpha·2026-01-12 21:15