Overlooked Alpha

Overlooked Alpha

63% Upside For This European Space Play

Overlooked Alpha
Mar 25, 2026
∙ Paid

Good morning.

Today we’re publishing a new investment idea focused on two of the most important themes in today’s market: space and defence.

Space itself is rapidly becoming a critical layer of the global economy. Satellites are now used to track ships, monitor conflicts, map infrastructure, and generate high-value data that governments and corporations are increasingly reliant on.

But most of the companies driving this shift remain private making them difficult for public market investors to access.

However, there is a way to gain exposure to this ecosystem, one that provides a portfolio of high-growth, next gen companies at a compelling price.

The catch is that this whole investment case may hinge on whether one key holding delivers on its potential.

Let’s dig in…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Joe Marwood · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture