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Bolloré simplification!
A big acceleration in the simplification!
Sep 15
•
Jeremy
3
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Bolloré simplification!
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Flash update following the publication of the H1 2024 Bolloré report
Everything is in the details
Sep 11
•
Jeremy
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Flash update following the publication of the H1 2024 Bolloré report
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A new dynamic for a holding after some simplification?
Regular buybacks from a great entrepreneur but why does the company remain cheap?
Sep 8
•
Jeremy
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A new dynamic for a holding after some simplification?
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August 2024
French market specificities
Some things to know!
Aug 29
•
Jeremy
6
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French market specificities
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E-L Financial update following H1 2024 results
Things are moving on nicely!
Aug 28
•
Jeremy
1
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E-L Financial update following H1 2024 results
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Update Bolloré, Vivendi and Lagardère
Lots of action during the european summer holidays
Aug 20
•
Jeremy
3
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Update Bolloré, Vivendi and Lagardère
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Where the hidden asset is a holding for which you only have 2 paragraphs speaking about it!
The importance of reading annual reports all the way!
Aug 7
•
Jeremy
1
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Where the hidden asset is a holding for which you only have 2 paragraphs speaking about it!
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Things to look at in an annual report
How to do your investigative work!
Aug 1
•
Jeremy
9
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Things to look at in an annual report
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July 2024
Portfolio update 30/07/2024
Some moves!
Jul 30
•
Jeremy
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Portfolio update 30/07/2024
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Q&A for and from free subscribers
Q&A time!
Jul 27
•
Jeremy
11
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Q&A for and from free subscribers
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Q&A for and from paid subscribers
Q&A and company updates!
Jul 25
•
Jeremy
4
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Q&A for and from paid subscribers
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Vivendi update following recent news concerning spin offs !
Cheery picking time!
Jul 22
•
Jeremy
2
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Vivendi update following recent news concerning spin offs !
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