Kevin Smith

Brown-Forman authorizes a first wave of share buybacks

The American spirits group published its semi-annual results at the end of last week.

December 08, 2025 at 02:00 pm

Netflix Leaves Paramount Skydance High and Dry

There is a whiff of intrigue worthy of the series 'Succession' around the very likely acquisition of Warner Bros' streaming assets and studio by Netflix.

December 08, 2025 at 08:58 am

Boom in AI remains highly theoretical at Hewlett Packard Enterprise

The American hardware maker - which published its annual results yesterday, which included its best revenue in ten years.

December 05, 2025 at 03:17 pm

ABC of Financial Analysis: Working Capital Requirement

As a concept that is often abstract or poorly understood, the working capital requirement is nevertheless a fundamental variable in defining the attractiveness of a business activity.

December 04, 2025 at 03:04 pm

Pure Storage finally breaks out of its stockmarket lethargy

The flash-memory data storage specialist had stayed on the sidelines of the AI rally.

December 04, 2025 at 02:49 pm

Airbus: troubles never come alone

Airbus has been forced to reduce its delivery ambitions. On Wednesday the aerospace group announced that it would ultimately deliver around 790 commercial aircraft in 2025, down from 820 previously planned. The cause: a quality issue detected on certain fuselage panels of the A320, its flagship model. The revision will not surprise anyone, and is tempered by the confirmation of 2025 financial targets.

December 03, 2025 at 08:28 am

Soaring Indra Sistemas on the verge of a strategic merger

A strong stock-market run for the Spanish equipment maker and integrator specializing in the defense and aerospace sectors, with additional outlets in transport and infrastructure.

December 01, 2025 at 05:08 pm

Treasury Wines misses its American bet

The crisis in the alcohol and spirits sector is sparing no one, least of all Australian wine producers.

December 01, 2025 at 12:30 pm

Stupid question: why do people love stockmarket crashes so much?

Nobody can have failed to notice that the slump in risky assets such as equities or cryptocurrencies generates a far denser media flow than rising phases, however prolonged. Why are people so fascinated by crashes? The answer is both simple and complex.

December 01, 2025 at 10:14 am

More fear than harm for Airbus after the emergency software fix on 6,000 A320s?

After an incident linked to a solar flare on a JetBlue A320, Airbus launched an unprecedented emergency software recall. Thousands of aircraft worldwide were updated over the weekend, illustrating the European manufacturer's determination to react quickly, against a backdrop of inevitable comparisons with the Boeing 737 MAX crisis.

December 01, 2025 at 06:54 am

Perfectly sequenced share buybacks at Deere & Company

It's no exaggeration saying that the American agricultural equipment maker operates in a sector that is under severe stress.

November 28, 2025 at 09:02 am

Remy Cointreau back at its historic valuation floors

The spirits group, which earlier this year welcomed its new chief executive officer - a defector from the cosmetics industry - has yet to pull itself out of the rut.

November 27, 2025 at 01:12 pm

Shouldn't have invited them: Teleperformance

There was a time, not so long ago, when Teleperformance ticked every box of the model stockmarket pupil: double-digit growth, margins stretching like elastic, acquisitions smoothly digested, a solid balance sheet, calm management and a share price that obediently hugged the perfect trajectory of a regression line. In short, a French success story just the way we like them: industrial, discreet, profitable. Then the market decided all that wasn't worth even a penny anymore.

November 26, 2025 at 04:20 pm

ABC of financial analysis: the six pillars of asset valuation

Whether one is acquiring equity stakes in a company, debt securities, real estate, forestry or agricultural assets or infrastructure, these are the six key parameters which, barring speculative frenzies that sweep away the bounds of reason, will shape any valuation.

November 26, 2025 at 02:43 pm

Is Alphabet a Nvidia/OpenAI killer?

In just a few months, the market has completely changed its mind about Alphabet. In other words, the market got it completely wrong. When a new technology like AI arrives, all sorts of theories of change emerge. That's normal. Some are far-fetched, others highly sophisticated. The most thoroughly argued are not necessarily the ones that ultimately materialize. In the tech world, the cogs don't always turn the way we imagine they will.

November 25, 2025 at 02:22 pm

Alimentation Couche-Tard adjusts its sails to the wind

Has the excellent Canadian chain of fuel stations and convenience stores reached the peak of its expansion?

November 25, 2025 at 01:32 pm

No plane sailing for Novo Nordisk

There is an old stock market saying - which investors captivated by the AI wave would do well to ponder - that the innovators in a field are rarely the ones who benefit from it over the long term.

November 25, 2025 at 01:20 pm

Asos buys time - although its hopes remain slim

The fashion and ready-to-wear sector is a vast graveyard of fleeting stars and fallen glories.

November 25, 2025 at 08:20 am

Fresh disappointments for Atkore shareholders

In September 2024, we highlighted the curious double talk of the American manufacturer and distributor of electrical equipment.

November 24, 2025 at 02:08 pm

Phenomenal Value Destruction at Moderna

Since the start of the new term, the messenger RNA pioneer has been the most heavily shorted stock in the S&P 500.

November 24, 2025 at 01:44 pm

Intuit continues with a double-digit growth trajectory

Thirteenth consecutive quarter of growth for the U.S. software management leader - though the latest quarterly hiccup traces back to pandemic-era stress peaks.

November 24, 2025 at 11:38 am