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06 August 2026
Sanofi's new leadership needs to move mountains
Sanofi looks cheap — but years of R&D setbacks, revolving-door CEOs, and heavy reliance on ...
30 July 2026
AI doubters have their moment
Markets are cooling on a year of AI-driven speculation as debt funding tightens. AlphaValue expects ...
23 July 2026
Can Kerch & Hormuz entail no risk premium?
As tensions in Hormuz and the Russia-Ukraine energy standoff raise the risk of a major military acci...
09 July 2026
Unsinkable Business Models
AlphaValue's Fundamental Strength Indicator reveals 24 "unsinkable" business mo...
02 July 2026
Arm's share price rests on 'stories'
A $330 share price, 40x earnings expected five years from now, and growth funded by SoftBank: wh...
19 June 2026
Defence suddenly competitive
European defence is no longer the cozy oligopoly it once was. Rising competition from AI-driven sta...
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