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French Hidden champions: Important Update: Monthly Subscription Plan Deactivation on December 10th
Simplification and having long term mindset subscribers
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Jeremy
French Hidden Champions : portfolio moves 01/12/2023
A bit of activity hopefully profitable as time goes by.
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Jeremy
Courtois : a family real estate holding with a solid discount…
… but capital allocation could be improved and a thesis which will require patience
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Jeremy
French Hidden Champions : portfolio move, link for Q&A call and flash feedback from Precia meeting
French Hidden Champions : portfolio move, link for call and flash feedback from Precia meeting As promised here is the move which I did wednesday.. As…
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Jeremy
2
French Hidden Champions : portfolio moves and Neurones update following Q3 2023 sales numbers
The content of the post can be found by toggling down the post. As promised you have my different moves.
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Jeremy
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Catering International Services : a dynamic company which got its cash back from Algeria but…
… lots of small red flags
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Jeremy
French Hidden Champions : setting up 1 hour call for paid subscribers
Q&A on the posted analysis
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Jeremy
4
Bolloré and Odet valuation
A very interesting risk reward with a serious capital allocator
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Jeremy
French Hidden Champions : portfolio moves 6/11/2023
As promised here are my different moves which I have done Friday and this morning.
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Jeremy
French Hidden Champions : portfolio moves 2/11/2023
Interesting companies at attractive valuations
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Jeremy
Neurones: a stingy CEO with a largely diffused entrepreneurial spirit
An original approach to ensure an entrepreneurial spirit with a rock solid balance sheet
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Jeremy
2
Memscap : Feedback from the Forum Lyon pole bourse part 3
Or how becoming fabless seems to have changed everything
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Jeremy
2
French Hidden Champions
French Hidden Champions
Your newsletter which covers the French small, mid and large caps by a British private investor living in France.
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