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15 May 2026
LVMH handed the baton to ASML. Buy LVMH.
ASML has surged past LVMH in market value amid an AI-driven rush, but the rise looks overheated; ...
07 May 2026
Water Tabs
Four European water utilities — British, French, Spanish and Italian — have all delivered ~150% retur...
23 April 2026
P/Book unimpressed by Hormuz
European equities are trading at historically high price‑to‑book levels again, driven by abundant liq...
16 April 2026
Pernod Ricard: two families, one glass too many
The stock has collapsed, but the panic looks overdone. Between a family that refuses to let go, a lon...
09 April 2026
Whitbread is always worth another look
Whitbread, owner of Premier Inn, faces short-term volatility from macro and geopolitical pressures, b...
02 April 2026
Lower Flying Aerospace
Hormuz tensions have unexpectedly dragged down aerospace and defence stocks, highlighting dee...
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