Alpha Weekly AnalysisEasyJet takeover interest is no surpriseAny buyer would have plenty of room to improve margins5 June 2026Save
Alpha Weekly AnalysisHas our income portfolio missed the HSBC boat?The bank’s shares have done brilliantly since we passed on them last October but is there still a margin of safety?3 June 2026Save
Alpha Weekly AnalysisCan this new FTSE 100 bank’s dizzying growth continue?There are geopolitical and valuation considerations on top of a robust outlook29 May 2026Save
Alpha Weekly AnalysisTwo growth shares fighting tough narrativesOne company has a proven model which raises fair questions, cynicism about the other business may have gone too far.28 May 2026Save
Alpha Weekly AnalysisFood price cap drama highlights paltry grocer marginsIntense competition has stymied profitability in this cut-throat industry22 May 2026Save
Alpha Weekly AnalysisGold’s fortunes boosted by ‘the return of history’Central bank gold buying in emerging markets has a long way to run8 May 2026Save
Alpha Weekly AnalysisAre UK banks gouging consumers?Profiteering isn’t the only factor behind expensive consumer finance1 May 2026Save
Alpha Weekly AnalysisOur income pick GSK must convince on earnings qualityThe dividend is well funded but our investment case relies on continued progress in pipeline and efficiency30 April 2026Save
Alpha Weekly AnalysisDefending UK bank lending modelsVolatility creates challenges for rate setting that can seem unfair24 April 2026Save
Alpha Weekly AnalysisTwo memory chip stocks caught in the AI spending boomOne company is valued inexpensively for the sector and has a prudent investment strategy24 April 2026Save