Calls
1
Philipp Freise
Co-Head of European Private Equity, KKR
Win Rate
100.0%
return
+66.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 26
$21.25
+66.6%
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.
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Philipp Freise has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: EUROPEAN PRIVATE EQUITY, DFNS.
