Bloody green?
As 2021 develops, there may be plenty of ESG blood on the investment walls. 2020 was ESG conve...
Sustainability not required
Sustainability scoring goes up with market caps. This is half a surprise (see plot chart) as the richer ...
Rec Silicon, the PV Phoenix?
Last time we teased about REC Silicon, a simple company unhappily sitting in the cross-hairs...
BBVA's superiority and optionality
BBVA is Spanish only by name. It is a global commercial-banking-oriented group, present in more th...
Sanofi's mastermind at work
Since our last Teaser in November 2019, it has been a roller-coaster ride for Sanofi. While an impre...
Stakeholding vs Shareholding means 71% of France out of reach
Since last March, AlphaValue has made the case that the pandemic was opening the door to a rebal...