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A French cannibal !
or how capital allocation has been put to its best use!
Jan 9
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Jeremy
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A French cannibal !
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Vivendi remain: updated valuation and a snap valuation of Havas
Details; details!
Jan 1
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Jeremy
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Vivendi remain: updated valuation and a snap valuation of Havas
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December 2024
Vivendi spin-offs: already some action
As always lots of moves during the holidays
Dec 26, 2024
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Jeremy
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Vivendi spin-offs: already some action
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Bolloré: lots of moving parts!
or when lots of things happen during the holidays! A very typical Bolloré move!
Dec 24, 2024
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Jeremy
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Bolloré: lots of moving parts!
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Vivendi spins: thoughts on Vivendi, Louis Hachette Group, Canal+ and Havas
and let us not forget about some thoughts about the Bolloré Galaxy
Dec 21, 2024
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Jeremy
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Vivendi spin offs: let the show begin 1/2
But where is the best deal?
Dec 17, 2024
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Jeremy
1
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Vivendi spin offs: let the show begin 1/2
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Bolloré : thoughts following the green light for the Vivendi spin offs
CIAM: much ado about nothing!
Dec 10, 2024
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Jeremy
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Bolloré : thoughts following the green light for the Vivendi spin offs
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Invite your friends to read French Hidden Champions
Who dares wins!
Dec 9, 2024
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Jeremy
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Invite your friends to read French Hidden Champions
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1
French Hidden Champions Portfolio update
Some moves took place and you can see their impact in the portfolio recap.
Dec 4, 2024
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Jeremy
2
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French Hidden Champions Portfolio update
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November 2024
Precia: feedback from a meeting with the management
A clear direction is being followed!
Nov 28, 2024
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Jeremy
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Precia: feedback from a meeting with the management
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Portfolio moves!
Reinforcing some existing holdings, initiating two new holdings and selling one
Nov 25, 2024
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Jeremy
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Portfolio moves!
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Updates on some holdings following financial publications
Things are moving on nicely!
Nov 22, 2024
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Jeremy
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Updates on some holdings following financial publications
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