French Hidden Champions

Home
Notes
Archive
About
Q&A for and from paid subscribers
Q&A and company updates!
 • 
Jeremy
Vivendi update following recent news concerning spin offs !
Cheery picking time!
 • 
Jeremy
Lagardère : a sum of the parts valuation which offers a nice margin of safety
Update!
 • 
Jeremy
Q&A audio with free subscribers
Time to ask me some questions! Submit your questions by Wednesday!
 • 
Jeremy
4
Q&A Podcast with paid subscribers!
A moment of exclusive exchanges!
 • 
Jeremy
3
Bolloré galaxy : some simplification !
All the tramways are leaving the train station!
 • 
Jeremy
Holdings: thoughts on some interesting companies!
The good, the bad and the ugly! Some common characteristics can be found in the best holdings!
 • 
Jeremy
2
Holdings: a checklist of things to look at!
Why is it fun to look at holdings?
 • 
Jeremy
Thoughts following the impact of the french legislative elections on french small and mid caps
Keep walking, keep calm and carry on!
 • 
Jeremy
6
Explosifs et Produits chimiques feedback from the annual shareholder meeting
Following their gameplan!
 • 
Jeremy

June 2024

An old cyclical microcap which has finally refocused itself on its core business
Back to basics!
 • 
Jeremy
Gévelot annual shareholder meeting feedback
Patience…
 • 
Jeremy
© 2024 French Hidden Champions
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture