OSNOVID
Engineering Europe’s Tech Renaissance.
Systematic Intelligence for European Technology Markets.
Intelligence Briefings
View Archive →Infobip: Evaluation of Talent Density vs. CapEx
Analysis of cloud communications infrastructure relative to Istrian talent cost-basis. Divergence from Western European CPaaS valuation multiples.
Cyclical Consolidation in Euro-Zone Banking
Monte dei Paschi (€13.3B) consolidation events viewed through the lens of long-wave historical data. Implications for fintech liquidity.
Swiss-Croatian Arbitrage Index (SCAI) v1.0
Documentation of the six-factor methodology evaluating regulatory positioning, tax-efficiency, and cross-border market access.
Systematic Framework
Our thesis relies on reproducible frameworks combining quantitative scoring with historical structural analysis.
01. Valuation Gap
The Metric: Croatian assets (SCAI 7.7) currently trade at 55-65% discounts to Swiss equivalents (SCAI 8.8) despite a narrowing fundamental differential of only 13%.
02. Historical Continuity
The Context: Mapping modern fiber infrastructure against historical trade routes (Venetian/Yugoslav) to predict logistic and data-flow bottlenecks.
03. Dispassionate Analysis
The Standard: Analysis rooted purely in systematic methodology. Intellectual continuity supersedes narrative-driven commentary.
“The impediment to action advances action. What stands in the way becomes the way.”Marcus Aurelius, Meditations 5.20
Application: European markets present structural impediments that reveal opportunities. We utilize systematic frameworks to identify where regulatory complexity and fragmented capital markets create persistent arbitrage.