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30 October 2026
Marx lost to Microsoft...
Microsoft is paying a third of its workforce to leave - and if Europe follows, the earnings boost comes with a bill nobody has priced in.
30 October 2026
Sanofi
Alphavalue Morning Market Tip
Very strong beat in Q3 with guidance raised.
22 October 2026
The Active List in peak form
AlphaValue's Active List is outperforming by over 10% year-to-date, its best level in 13 years, ...
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16 October 2026
Sinking France
France is sinking, but there's gold beneath the surface.
08 October 2026
easyJet is not for sale
Apollo's 715p offer for easyJet looks generous at first glance, but the small print tells a different...
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01 October 2026
Ferrari: The Luxury Of Scarcity
Ferrari's modest 2030 targets mark a return to its scarcity-led roots, with pricing, mix and perso...
24 September 2026
Oh Canada, Welcome To Europe?
If Canada becomes an EU "Associate Member", the main winners would be European inf...
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