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30 January 2026
AI European Dividing Line
If those bashed businesses keep to their growth convictions in their 2026 outlook, maybe the pressure will abate a bit.
30 January 2026
Epiroc
Alphavalue Morning Market Tip
Initiation of coverage at Add - Solid as a rock.
23 January 2026
Inventories Look Up
What are rising inventories telling us? And who needs bigger inventories?
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16 January 2026
Time To Book Defence Profits?
If one is not inclined to cut a bit of each A&D holding, and is intent on retaining all-weather Airb...
09 January 2026
Key 2026 Valuation Figures - Agreeable For Now
2026 starts as your typical financial year with high eps growth ambitions (+11%), most likely to be tri...
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19 December 2025
When Ferrari Meets Hèrmes
On paper the case is clear: One should pile into Ferrari.
11 December 2025
Momentum Winners/Losers In Size
As contrarian born market participants, what would we buy into this quality universe with closed eye?
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