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30 April 2025
UBS
Alphavalue Morning Market Tip
Strong beat in Q1.
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25 April 2025
Novo's Messages to SAP
The reality of more competition has finally sunk in.
11 April 2025
Ghost IRs
They may claim that they cannot compute the impact as things are moving too fast. This is not accep...
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04 April 2025
Liberated From The Prosperity Yoke
We therefore fear that most countries will retaliate, escalating a trade war that makes no sense for a...
28 March 2025
IMI's Compelling Case As A Dependable B&H Pick
Not to forget patience, for which shareholders have been well rewarded as each £1 invested in...
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21 March 2025
Bombed Out Fashion
Trading at more than 20x 2025 earnings that now look set be trimmed, the sector is too expensive a...
14 March 2025
Long Oils After All?
The markets have sorted out the conundrum by pushing prices lower: the consumer wins, for now.
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