2020 kitchen sinking, think big
The Heidelbergcement write-down of goodwill generated in 2007 on the Hanson acquis...
3 month Long-Shorts that paid off
With central banks' liquidity guns in action over the last three months, it is worth checking the s...
The lesson in Hertz: Lost compasses
The Hertz recap while bankrupt thanks to free equity has become the poster child of what has gone ...
Aerospace goes SpaceX
The Airbus share gained 50% last week. Not bad for a €63bn stock accounting for a solid third...
"Risk on" junk wise
AlphaValue tracks the universe of Non-Investment Grade issuers under its coverage. For that purpo...
Buy & Hold with all weather perfs?
AlphaValue’s Buy & Hold Portfolio continues to surprise on the positive side. The ytd outp...