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02 December 2025
TotalEnergies
Alphavalue Morning Market Tip
Setback on Mozambique financing means Total share in the project will increase.
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28 November 2025
Insurance High P/Book Reflects Risk Transfer
Is it reasonable for a semi-public service (the heavy handed regulation attests to that) to collect su...
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.
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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...
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...
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24 October 2025
Ebitda Dreams Cont’d
AlphaValue resuscitated its 20-year Ebitda margin chart (ex Banks and Deep Cyclicals) and continu...
17 October 2025
Telecoms Without A 'K'
Drop Deutsche Telekom, that quintessential member of the US telecom oligopoly, and the 20 telcos ...
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