Kevin Smith

Palantir in five figures

The tech-savvy's favorite stock continues to break records on the stockmarket this week. Here are five figures (400, 402, 25, 40, and 1) that help to better understand the phenomenon.

August 08, 2025 at 11:04 am

ETFs: all that glitters is not gold

Whenever gold comes up in a discussion amongst investors, someone always raises their hand and asks, "What about silver?" It's as if someone mentioned champagne and someone else suggested premium lemonade. It's called "poor man's gold," which is a fairly accurate expression if you understand that both metals share mainly a lustrous appearance and a flattering reputation, but few fundamentals.

August 06, 2025 at 01:00 pm

Investors snub Teleperformance's strategy

The global leader in customer relations generated free cash flow exceeding EUR1bn last year. Its market capitalization is just four times that profit, and its enterprise value-market capitalization plus net debt-is nine times that profit.

August 01, 2025 at 09:19 am

Booking still top of its class

Few companies illustrate the merits of the famous competitive advantage of the 'network effect' as well as Europe's leading tourist accommodation booking platform.

July 31, 2025 at 07:55 am

Spotify urged to provide assurances

Almost three years ago to the day, Spotify was given notice by its shareholders to prove the viability of its business model.

July 30, 2025 at 02:05 pm

Heineken reports mixed results

In a beer sector where volumes continue to decline in Europe and the US, the Dutch brewer yesterday published mixed interim results.

July 29, 2025 at 09:57 am

Volkswagen's troubles are not over yet

At the beginning of the summer, VW's CFO surprised analysts with the frank and straightforward tone of his speech.

July 28, 2025 at 10:27 am

What's the fair price for TotalEnergies shares?

All the economic and financial press commented on TotalEnergies' half-year results last week.

July 28, 2025 at 07:43 am

American Eagle is banking on the Sydney Sweeney effect

In these times of widespread speculative madness, lame ducks looking for a new lease of life on the stockmarket often turn to cryptocurrencies.

July 25, 2025 at 12:48 pm

Moody's rewards its most patient shareholders

Investing in quality pays off-but not always immediately.

July 24, 2025 at 03:44 pm

Verizon is easing off on capex to boost cash flow.

At the same time as it was paralyzing the market, the rise in interest rates severely reduced the valuation of US operators.

July 23, 2025 at 08:14 am

Wells Fargo ready to write a new chapter in its history

The asset cap imposed seven years ago by the Federal Reserve was lifted last month.

July 17, 2025 at 10:38 am

Esso, a takeover bid mired in controversy?

A new chapter is beginning for Esso S.A.F., the French subsidiary of US oil giant ExxonMobil, which is in the process of being sold to North Atlantic France SAS, an ad hoc entity. A delisting operation is on the cards, in the wake of a simplified takeover bid that is beginning to falter. However, behind the scenes, not everyone is singing the same song.

July 16, 2025 at 02:41 pm

Primark's owner still penalized by a double discount

The valuation of the conglomerate controlled by the Weston family has been languishing at rock bottom for several weeks now.

July 16, 2025 at 08:49 am

A strange turnaround at JPMorgan

Despite Jamie Dimon's caution earlier this year, the bank has once again posted an excellent first half.

July 16, 2025 at 07:39 am

Swedish Berkshire Hathaway Lifco returns to average valuation multiple

Yesterday, investors gave a mixed reception to the Swedish conglomerate's interim results.

July 15, 2025 at 02:42 pm

While Gerresheimer struggles, rumors of privatization intensify

The German group specializing in packaging for medicines and cosmetics has consistently disappointed its shareholders.

July 11, 2025 at 11:09 am

Exail, in the right place at the right time

Exail Technologies' visibility in the markets continues to grow, and with it, analysts' interest. The latest to take a serious look at the company is Berenberg, which is initiating coverage with a positive recommendation and a target price of EUR 125, even after the stock's six-month surge.

July 11, 2025 at 08:18 am

WK Kellogg finds the best possible way out

Italy's Ferrero is reportedly looking to acquire WK Kellogg-the former cereal division of Kellogg's, which was spun off two years ago-in a $3bn deal.

July 10, 2025 at 01:57 pm

Young & Co.'s pub chain still shunned by investors

The market capitalization of the UK's leading pub operator has hardly grown in twelve months, even though its fundamentals are improving.

July 10, 2025 at 10:00 am

European rearmament: Kongsberg reaps the rewards of its strategy

The Norwegian defense group's consolidated order book has set a new record, doubling in two years to reach $13bn.

July 09, 2025 at 10:35 am