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09 May 2024
BP yet to make its profitability case with 25% fewer barrels
Green splurge keeping BP in the slow lane
30 April 2024
Valuation Wise: French state equity stakes still look pointless
A deep dive into French state listed assets worth c.€78bn
26 April 2024
Flutter's leadership is still worth a punt
From losing ~6% in a single day to outperforming a weak sector, know why the stock is still worth a ...
19 April 2024
SocGen, a call at 0.3X P/B for a cleaned up stable
SocGen’s valuation curse and “filling the value gap”
04 April 2024
Diversity doesn’t come cheap, unless you are Anglo American
AlphaValue Daily Ideas, 04/04/2024 Continue to reap benefits by diversifying in mining.
26 March 2024
Volatility ETF mop up VIX
AlphaValue Valuation Wise, 26/03/2024
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