AlphaValue
You are :
professional investor
retail investor
ABOUT
OFFER
ESG
COVERAGE
BLOG
CONTACT
SPONSORED
FREE
LOGIN
TRIAL
LOGIN
TRIAL
06 February 2026
A Jolly Nasty Mess Is Unfolding
We never expected our list of European stocks sold on AI fears to go down this fast. It seems to rhyme with what Anthropic says.
06 February 2026
Stellantis
Alphavalue Morning Market Tip
Prelim results massive losses due to EUR22bn provisions.
30 January 2026
AI European Dividing Line
If those bashed businesses keep to their growth convictions in their 2026 outlook, maybe the pressu...
Let’s talk
Interested in our research and want to learn more?
Contact us
23 January 2026
Inventories Look Up
What are rising inventories telling us? And who needs bigger inventories?
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...
Subscribe to our blog
Subscribe !
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...
19 December 2025
When Ferrari Meets Hèrmes
On paper the case is clear: One should pile into Ferrari.
1
2
3
4
5
6
7
8
9
10
…
>