AlphaValue has certainly not been alone over the last 4 months in wondering when too much was too much, as measured by OpenAI capex follies.
A week ago, Reckitt posted splendid Q3 sales lifted by emerging markets demand, while L’Oré...
AlphaValue resuscitated its 20-year Ebitda margin chart (ex Banks and Deep Cyclicals) and continu...
Drop Deutsche Telekom, that quintessential member of the US telecom oligopoly, and the 20 telcos ...
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While Gafam players essentially fund the AI craze through their abundant cash flows, the ecosystem...
Here is an arbitrary list of European issuers which must be scratching their heads about what to do ...