The Rise of European Equity Markets

value investing is about expectation errors. And so when you see a big error of a difference between reality and expectation, that's when value investors make money. That's what's really driven a lot of the recovery this year in European equities. Could you give us a couple of companies that strike you as maybe epitomized saying the opportunity in Europe? Dan: Erickson, which makes all the 5G technology they Nokia and Huawei make; stellantis - if you're willing to go for one that isn't magic and run by a wizard, then Stellantis is for you.