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24 January 2023
Nornickel: Business as Unusual for the Russian Stock
By way of a very unusual foreword, AlphaValue is unrepentant when it comes to offering a view of N...
19 January 2023
The Storm at Capricorn Energy Explained (UPDATED)
2023 has not started on a rosy note for all the oil and gas equities in the AlphaValue universe. For s...
17 January 2023
What are the Secrets to Inditex's Success?
The Ukraine war led to a very difficult 2022 for fashion retailers. The loss of the Russian market, wh...
12 January 2023
Keeping Up With Capricorn: A Coup in the Making?
Capricorn’s shareholders, led by activist investor Palliser, refused to support a tie-up with the UK-ba...
06 January 2023
Coverage Initiation: D'Ieteren Group
We are excited to initiate coverage of D’Ieteren Group, a successful Belgian holding company with...
05 January 2023
Banks Since the Great Recession
Banks accounted for 20% of the European market cap on the eve of the Global Financial Crisis. It to...
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