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20 August 2026
Speculative Drought Wins
Europe's 2026 droughts are a systemic hit to growth, but a handful of names turn heat and scar...
13 August 2026
Capgemini's AI services are actually there
Capgemini is quietly turning the page on two decades of offshore labour arbitrage. We think the mar...
06 August 2026
Sanofi's new leadership needs to move mountains
Sanofi looks cheap — but years of R&D setbacks, revolving-door CEOs, and heavy reliance on ...
30 July 2026
AI doubters have their moment
Markets are cooling on a year of AI-driven speculation as debt funding tightens. AlphaValue expects ...
23 July 2026
Can Kerch & Hormuz entail no risk premium?
As tensions in Hormuz and the Russia-Ukraine energy standoff raise the risk of a major military acci...
09 July 2026
Unsinkable Business Models
AlphaValue's Fundamental Strength Indicator reveals 24 "unsinkable" business mo...
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