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11 December 2025
Momentum Winners/Losers In Size
As contrarian born market participants, what would we buy into this quality universe with closed eye?
05 December 2025
Concrete Dreams
This is a testament to the new speculative pull of a putative Ukraine reconstruction, while not ever...
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.
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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