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seb johnson

T3 · host / generalist

Seb Johnson hosts the Scaling Europe podcast, interviewing European tech founders and investors at events like Slush in Helsinki.

2 calls·2 names·100% bull·last heard 20 days ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$CAMBRIDGE-AEROSPACECambridge Aerospace

Cambridge Aerospace among fastest-growing European defense companies

Cambridge Aerospace (UK) is one of the fastest-growing defense companies in Europe, part of Expedition's Fund II portfolio showing pan-European geographic diversification.

Scaling Europe2026-07→
2ndmedium conviction
$UFORCEUforce

Uforce among fastest-growing defense companies in Europe

Uforce (Ukrainian/British) is one of the fastest-growing defense companies in Europe, demonstrating the pan-European reach of Expedition's Fund II portfolio.

Scaling Europe2026-07→

most discussed · click a bar to filter

recurring themes

2 total
$CAMBRIDGE-AEROSPACE
Cambridge Aerospace
MEDseb johnson·Scaling Europe·20 days ago
Cambridge Aerospace among fastest-growing European defense companies
Cambridge Aerospace (UK) is one of the fastest-growing defense companies in Europe, part of Expedition's Fund II portfolio showing pan-European geographic diversification.
"Whether you look at Orca coming from Croatia, Uforce, which I guess is sort of Ukrainian, British, and then Cambridge Aerospace that is British. You know, you've got these compani…"
12:10
$UFORCE
Uforce
MEDseb johnson·Scaling Europe·20 days ago
Uforce among fastest-growing defense companies in Europe
Uforce (Ukrainian/British) is one of the fastest-growing defense companies in Europe, demonstrating the pan-European reach of Expedition's Fund II portfolio.
"Whether you look at Orca coming from Croatia, Uforce, which I guess is sort of Ukrainian, British, and then Cambridge Aerospace that is British. You know, you've got these compani…"
12:10