French Hidden Champions

Home
Notes
Archive
About
Baikowski update following 2023 annual results
Confirmation that it is a cyclical business but nicely positioned
 • 
Jeremy
1
Robertet update following the 2023 annual results
2024 starting well
 • 
Jeremy
Precia update following annual results
Nice increase in profitability still some one offs
 • 
Jeremy
2
Samse Annual results analyst meeting feedback
Going towards a tougher market with a very solid balance sheet.
 • 
Jeremy
Q&A session for paid subscribers
Time for a Q&A session!
 • 
Jeremy
4
Explosifs et produits Chimiques upadate following the 2023 annual results
Good results and followings its strategy
 • 
Jeremy
French Hidden Champions portfolio update march 2024
Here is the portfolio as of the 28th of march 2024. Portfolio per weight Weight within the Bolloré Galaxy: Odet and Moncey Top 5, top 10 and top 15 An…
 • 
Jeremy
4
EL Financial : update following annual results
Net equity value (understand book value) per share increased by 10,2% to 1968 CAD. It would have increased by 16,9% without the impact of IFRS 9 and…
 • 
Jeremy
Update about the special situation following the annual results
Looking good!
 • 
Jeremy
2
Bolloré annual results meeting feedback
Interesting as always!
 • 
Jeremy
4
Precia: feedback from meeting with management following 2023 sales numbers
CEO and CFO were representing the company. General comments +8.2% in sales in Q4 2024. They had a good growth in Q4. France: +€7.4 million Very good…
 • 
Jeremy
2
Neurones: feedback from meeting with management following the 2023 annual result
General comments Neurones grows 2 to 3 times faster than its market. We engage in M&A when a business will strengthen our activity. Since our IPO in…
 • 
Jeremy
6
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.
Recommendations
View all 8
Brazil Stocks
Brazil Stocks
Brazil Investor
Emerging Value
Emerging Value
Olivier at Emerging Value
B
Base Hit Investing
John Huber
Heavy Moat Investments
Heavy Moat Investments
Heavy Moat Investments
The Superinvestors of Augustusville
The Superinvestors of Augustusville
Carsten Mueller

French Hidden Champions

AboutArchiveRecommendationsSitemap
© 2024 French Hidden Champions
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture