If those bashed businesses keep to their growth convictions in their 2026 outlook, maybe the pressure will abate a bit.
Alphavalue Morning Market Tip
Initiation of coverage at Add - Solid as a rock.
What are rising inventories telling us? And who needs bigger inventories?
Let’s talk
Interested in our research and want to learn more?
If one is not inclined to cut a bit of each A&D holding, and is intent on retaining all-weather Airb...
2026 starts as your typical financial year with high eps growth ambitions (+11%), most likely to be tri...
Subscribe to our blog


On paper the case is clear: One should pile into Ferrari.
As contrarian born market participants, what would we buy into this quality universe with closed eye?