Buzzberg Cup Bracket locked

Philipp Freise

Co-Head of European Private Equity, KKR
· tracked since Jun 2026
Calls
1
Win Rate
-
Return
+0.0%
Calls 1 1 Posts tracked · 0.5/day
Calls
7d 1
30d 1
90d 1
Win Rate - Long 1 Short 0
Win Rate
7d
30d
90d
Average Return +0.0% Long Return +0.0% Short Return -
Average Return
7d
30d
90d
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 26
$0.17
+0.0%
European defense spending boom creates opportunity.
Europe is finally committing to invest in critical infrastructure and defense to ensure sovereignty. The annual capital need is $750 billion, but only one third can come from public money, forcing a long-term partnership with private capital. This creates a multi-year investment opportunity in European defense and space assets.
NatSec
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Philipp Freise has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: EUROPEAN PRIVATE EQUITY, DFNS.