The Ukraine war led to a very difficult 2022 for fashion retailers. The loss of the Russian market, where European retailers enjoyed VAT benefits and…
Capricorn’s shareholders, led by activist investor Palliser, refused to support a tie-up with the UK-based and Africa-focused independent oil and gas producer Tullow Oil, leading…
Year in review 2022 at AlphaValue – what were we up to?
Did you ever expect a nursing home company to be plagued by a scandal? Operating in the field of healthcare and care homes for the elderly, ORPEA is no stranger to scandals. But, is there hope after the latest scandal?
Bitcoin’s price trend has confirmed that it is at best a leveraged proxy for the Nasdaq (see chart) but the army of believers has not…
Generali and Italy’s most powerful business empires are throwing themselves into a bloody battle over Italy’s biggest insurer CEO’s head. Considering the timing, there is…
[dropcap]T[/dropcap]hink of Kering, Hermes, l’Oreal and LVMH (khôl) as the French version of GAFAs. This is when one sector tips the market balance. Their 33% combined jump from…
[dropcap]T[/dropcap]he sector has been under pressure recently with the end of the QE program getting closer and a tightening of the credit market expected. …