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25 November 2025
UNIQA
Alphavalue Morning Market Tip
Guidance upgraded ahead of CMD.
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21 November 2025
A European Paradox In The Automation War
Does this mean that Europe is doomed in such a scenario? Let’s take a minute to assess the situation.
07 November 2025
AI Capex Bubble Valuations For How Long?
AlphaValue has certainly not been alone over the last 4 months in wondering when too much was to...
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31 October 2025
Household Or Cosmetics/Reckitt Or L'Oréal
A week ago, Reckitt posted splendid Q3 sales lifted by emerging markets demand, while L’Oré...
24 October 2025
Ebitda Dreams Cont’d
AlphaValue resuscitated its 20-year Ebitda margin chart (ex Banks and Deep Cyclicals) and continu...
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17 October 2025
Telecoms Without A 'K'
Drop Deutsche Telekom, that quintessential member of the US telecom oligopoly, and the 20 telcos ...
10 October 2025
AI Capex, An Accident Waiting To Happen But Not Just Yet
While Gafam players essentially fund the AI craze through their abundant cash flows, the ecosystem...
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