Kevin Smith

Between record capitalization and meager dividends, Micron at its peak

It's been a record year for the DRAM and NAND memory chip specialist.

September 24, 2025 at 06:45 pm

LSEG is adapting to the new face of London finance

Once the global center of high finance, London is now dealing with a complete downgrade, which has accelerated further with Brexit and the dominance of index funds.

September 24, 2025 at 12:03 pm

Nicolas Fouquet, the first king of junk bonds

Imprisoned by the Sun king Louis XIV in the citadel of Pignerol, where he died in 1680, Nicolas Fouquet was, three centuries before the age of Wall Street golden boys, the first true king of junk bonds.

September 23, 2025 at 11:17 am

After twenty years of repositioning, Asahi now faces the international test

The Japanese conglomerate that produces the eponymous beer is completing a long cycle of repositioning.

September 22, 2025 at 06:40 pm

Savencia still hostage to a structural discount on the stockmarket

France's third-largest dairy producer-far behind Lactalis and Danone, but with twice the revenue of Bel-published its half-year results yesterday.

September 19, 2025 at 02:12 pm

Manchester United between self-persuasion and fragile finances

It has been another lackluster sporting year, bordering on suffocation, for the Red Devils, who are struggling to recapture their past glory.

September 18, 2025 at 04:28 pm

Exor's discount is widening even more

The Agnelli family's holding company continues to test the faith of its minority shareholders.

September 18, 2025 at 03:52 pm

ETF: VanEck has no regrets about launching a radioactive ETF

September 18, 2025 at 12:04 pm

Strip clubs and irregularities: the inevitable downfall of RCI Hospitality

Two principles of sound investment for all investors: first, never fall in love with a stripper; second, avoid giving in to the siren call of "star" stocks on social media.

September 17, 2025 at 06:37 pm

Luca de Kering

I think that everyone has noticed that Kering shares have stopped falling. Indeed, it is only going up, even compared to the rock stars of the luxury sector. This phenomenon is almost exclusively linked to the arrival of Luca de Meo in charge. Because, in terms of fundamentals, the stock is no better off than it was three months ago. Let's take another look at this unusual case: how has the stock risen by 56% in three months?

September 17, 2025 at 01:26 pm

Stellar valuation for the new star of sportswear

The market capitalization of the group that owns the Salomon, Arc'teryx, and Wilson brands, amongst others, has more than doubled since its initial listing in the US in early 2024.

September 17, 2025 at 11:05 am

Education: stockmarket investments that smell like a scam

Erratic share price, low transparency, listing on a poorly regulated market, aggressive promotional messages: several signals point to a potentially manipulated stock. The Mexedia case illustrates the risks associated with pump and dump practices. The AMF calls on investors to be vigilant.

September 16, 2025 at 05:15 pm

Nvidia, Microsoft, Apple… When the Swiss National Bank plays the super-investor

The Swiss National Bank (SNB) has quietly established itself as one of the world's largest investors in tech stocks. According to SEC data from June, it holds $167bn in US stocks, spread across over 2,300 positions, the Financial Times says.

September 16, 2025 at 12:42 pm

Bologna Airport: solid growth but valuation penalized

Listed on the Italian market, the company that operates Bologna airport-with a concession running until 2044 and the Benetton family holding company as its second-largest shareholder-is a curious little European small cap.

September 16, 2025 at 12:15 pm

Discount still persistent at Tamburi Investment Partners

The share price of the Italian investment company specializing in the small and mid-cap segment continues to trade at a significant discount to management's intrinsic value estimates.

September 15, 2025 at 05:22 pm

Judges Scientific is going through a rough patch

Still relatively unknown, this holding company, which specializes in acquiring equipment manufacturers in the scientific and medical fields, has had an exceptional operational and financial track record.

September 15, 2025 at 05:10 pm

Warner Bros-Paramount: A lifesaving merger

Rumors of a merger between Warner Bros. and Paramount under the umbrella of Skydance-controlled by David Ellison, son of Oracle founder Larry Ellison-sent the stock price soaring to a level that Warner Bros.'s lonely shareholders had given up hope of ever seeing.

September 15, 2025 at 05:00 pm

Discount remains persistent at Tamburi Investment Partners

The share price of the Italian investment company specializing in the small and mid-cap segment continues to trade at a significant discount to management's intrinsic value estimates.

September 12, 2025 at 04:53 pm

Despite criticism, Grindr continues with growth trajectory

Nothing, for the moment, has stopped the irresistible rise of the leading social network for the gay community.

September 12, 2025 at 10:46 am

Still valued at record highs, AeroVironment will double its revenue this year

The American specialist in drones, loitering munitions, and electronic warfare systems, amongst other things, is off to a strong start in its new fiscal year.

September 11, 2025 at 02:06 pm

Celsius and PepsiCo: takes two to tango

The energy drink brand, which is very popular across the Atlantic, is having a very energetic year on the stockmarket.

September 10, 2025 at 12:15 pm