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16 June 2026
Securitas
Alphavalue Morning Market Tip
Ambitious and encouraging financial targets ahead of CMD.
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11 June 2026
Light steel
European steel stocks have surged on the back of EU carbon border taxes rather than genuine dem...
04 June 2026
Sandoz's escape velocity deserves ovation
Sandoz is riding the biosimilar wave as $320bn worth of biological drugs lose patent protection, stro...
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28 May 2026
It is written on the wall
AI valuations are defying reality. As three mega-IPOs worth $3.5 trillion approach, markets are ignori...
21 May 2026
Time to take AI chips off the table
AI capex is a bubble - tokens sold below cost, no returns in sight, and $1tn invested in 2026 alone wi...
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15 May 2026
LVMH handed the baton to ASML. Buy LVMH.
ASML has surged past LVMH in market value amid an AI-driven rush, but the rise looks overheated; ...
07 May 2026
Water Tabs
Four European water utilities — British, French, Spanish and Italian — have all delivered ~150% retur...
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