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Just For You 3 International Stocks Most U.S. Investors Have Never Heard OfWritten by Bridget Bennett. Article Posted: 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.
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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 searches for businesses with high margins, strong balance sheets, and durable competitive advantages. Increasingly, he finds the best risk-reward setups outside the United States. Why the U.S.-Europe Valuation Gap Matters Now Mark Your Calendar: April 20 A $7 trillion global race for a critical new resource is underway. Fox News calls it the "new arms race." And Nvidia's CEO says this vital new resource will create more millionaires in the next 5 years than the internet created in the last two decades. On April 20, a major event could ignite a handful of under-the-radar stocks. Click here now for all the details Slegers doesn't claim Europe is broadly superior to the United States. He readily acknowledges that U.S. companies, on average, have higher margins and stronger fundamentals. But that contrast is precisely what makes selective European investing appealing today: when you find a European company that matches U.S. quality, you often pay 14 or 15 times earnings instead of 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 for true geographic diversification. As he put it, quoting Warren Buffett: "Only when the tide goes out do you discover who's been swimming naked." That backdrop frames the stocks he highlighted. Games Workshop: The Compounder Hiding in Plain Sight The first name is one few U.S. investors will recognize: Games Workshop (LON: GAW). This U.K.-based company produces miniatures for tabletop board games—a niche business with a highly devoted customer base. Such niche fandom often creates the pricing power and longevity that show up in long-term stock performance. And the GAW chart is remarkable. Games Workshop has compounded about 140-fold since 1994, making it one of the best-performing U.K. stocks over that period. The company raises prices roughly 5% to 6% annually, and customers keep buying. Slegers compared the loyalty to addiction: "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 arrangement with Amazon (NASDAQ: AMZN) could be a major catalyst. At current levels, the growth story looks far from finished—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 existed since 1916, and the Wallenberg family still owns about 20%. 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 met with the CFO and head of investor relations multiple times and says the management team aligns its incentives closely with shareholders. The case is straightforward. For first-time European exposure, Investor AB has significantly outperformed the Stoxx Europe 600 over the medium and long term, with a management team that appears to be shareholder-friendly. 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 has continued to add to his stake. Two dynamics make LVMH attractive at current prices. First, brand equity built over decades is hard to replicate—luxury businesses have durable moats. Second, growth in China and broader Asia remains a powerful long-term tailwind. Trading at roughly 20 to 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 noting. The Common Thread Across These Names Each stock on this list shares similar characteristics: founder-led or long-tenured management, durable competitive advantages, and valuations that look attractive relative to U.S. peers. The main risk is that European markets stay cheap longer than investors expect. The upside is a potential rerating as 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). | 
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