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Exclusive Content 3 International Stocks Most U.S. Investors Have Never Heard OfAuthor: Bridget Bennett. Publication Date: 3/20/2026. 
Key Points - The gap between United States and European equity valuations has widened, pushing some global stock pickers to look overseas for “quality at a reasonable price.”
- Pieter Slegers highlighted Games Workshop, Investor AB, and LVMH-Moet Hennessy Louis Vuitton as examples of durable businesses he believes are priced more attractively than many U.S. peers.
- The argument rests on selective stock-picking rather than a blanket “Europe is better” call, with the main risk being that cheaper European valuations persist longer than expected.
- Special Report: The real AI boom: 3 stocks with double-digit growth and billion-dollar backlogs
 U.S. markets have dominated for the better part of two decades. But the cycle may be turning—and the valuation gap between American and European equities is getting harder to ignore. Pieter Slegers of Compounding Quality spends his time searching for businesses with high margins, strong balance sheets, and durable competitive advantages. Increasingly, the best risk-reward setups are showing up outside the United States. Why the U.S.-Europe Valuation Gap Matters Now I Met Elon Musk "Face-to-Face" During a private gathering of Wall Street elites, I was one of two people selected to speak with Elon personally. As a result, my research now leads me to believe Elon will announce the SpaceX IPO on this date: March 26, 2026. Circle it on your calendar. I'm sharing an "access code" that lets anyone grab a pre-IPO stake before it happens. This is your invitation to the biggest wealth-building event of the decade. Click Here to See how to Get Your "SpaceX Access Code" Slegers doesn't argue that Europe is broadly superior to the United States. He acknowledges that U.S. companies, on average, have higher margins and stronger fundamentals. But that contrast is what makes selective European investing intriguing right now: when you find a European company that matches U.S. quality, you can often buy it for 14 or 15 times earnings instead of around 25. Markets move in cycles. Historically, the United States outperforms international markets for about eight years, then the pattern reverses. The current U.S. streak has lasted roughly 16 years—an unusually long run. Slegers recommends that investors consider allocating 40% to 50% of investable assets outside U.S. stocks to achieve genuine geographic diversification. As he put it, quoting Buffett: "Only when the tide goes out do you discover who's been swimming naked." That backdrop frames the stocks he brought to the table. Games Workshop: The Compounder Hiding in Plain Sight The first name is one almost no U.S. investor will recognize: Games Workshop (LON: GAW). This U.K.-based company produces miniatures for tabletop board games—a niche business, and that's the point. Niche companies with fanatical customer bases tend to generate pricing power that shows up in long-term returns. And the GAW chart is remarkable. Games Workshop has delivered roughly 140x returns since 1994, making it one of the best-performing stocks in the U.K. over that period. The company raises prices about 5%–6% annually, and customers keep coming back. Slegers likened the loyalty to addiction, saying, "Once you are a Games Workshop player, you always stick to the game." One anecdote he shared involved a club leader who owned $125,000 worth of miniatures. The same CEO has led the company for more than 20 years, and a pending deal with Amazon (NASDAQ: AMZN) could be the next major catalyst. At current levels, this isn't a business where the growth story is over—it's one where the moat appears to be widening. Investor AB: Europe's Answer to Berkshire Hathaway If you want broad European exposure through a single stock with a long track record, Investor AB (OTCMKTS: IVSBF) is the name Slegers highlighted. This Swedish holding company has been around since 1916, and the Wallenberg family still owns about 20% of the business. Investor AB operates across three segments: direct stakes in listed European companies like Atlas Copco (OTCMKTS: ATLKY) and ABB (NYSE: ABBNY), private equity activities, and growth investments. Since 2001, the stock has roughly doubled every five years. Slegers has dined with the CFO and the head of investor relations multiple times and says management follows through on its commitments. The case is straightforward: if you're looking for first-time European exposure, Investor AB has significantly outperformed the Stoxx Europe 600 over the medium and long term, with a management team whose incentives are closely aligned with shareholders. LVMH Moët Hennessy Louis Vuitton: Luxury at a Discount to the S&P 500 LVMH Moët Hennessy Louis Vuitton (OTCMKTS: LVMUY) needs little introduction. The French luxury conglomerate behind Louis Vuitton, Dior, and dozens of other iconic brands is one of Europe's largest companies. Bernard Arnault, the richest person in Europe, owns roughly 50% and continues to buy more shares. Two dynamics make LVMH compelling at current prices. First, luxury is extraordinarily difficult to replicate—brand equity built over decades isn't easily disrupted. Second, the company's expansion in China and broader Asia remains a powerful long-term tailwind. Trading at roughly 20–21 times earnings, LVMH sits slightly below the S&P 500 average while offering fundamentals that are meaningfully better than the typical index constituent. Cheaper and better is a combination worth watching. The Common Thread Across These Names Every stock on this list shares a few traits: founder-led or long-tenured management, durable competitive advantages, and valuations that look attractive relative to U.S. peers. The risk is that European markets stay cheap longer than expected. The upside is that a rerating appears to be underway as more institutional capital rotates toward international equities. You don't need to go all in on Europe to benefit. But ignoring the opportunity entirely—especially when quality names trade at meaningful discounts—means leaving diversification and potential returns on the table. That's the setup heading into the rest of 2026. Watch the full video above for a deeper look at these names (and more). |