Calls
5
Euan Rellie
Co-Founder & Managing Partner, BDA Partners
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 21
$69.27
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European utilities are well-placed as defensive holdings amid geopolitical uncertainty and a return of European national pride, consistency, and stability, with European leaders trying to respond to the NATO/Greenland crisis.
Equity Indexes
Long
Jan 21
$240.69
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European defense stocks should keep rising because if European countries conclude NATO no longer has a future, the only alternative is to defend themselves; the sector has already compounded about 75% per year over the past three years and has further to go.
Thematic ETFs
Long
Jan 21
$329.85
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The sell-America risk-off rotation is benefiting non-U.S. tech and semiconductor equities; European tech is attracting money with ASML up sharply this year, and Taiwan Semiconductor and Asian equivalents are also rising while the Mag 7 lags.
Foundry Equipment
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Euan Rellie has 5 trade ideas tracked on Buzzberg across 6 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
