Archive - French Hidden Champions

Precia : follow up after the publication of the annual report and the Q1 2025 numbers

Always some interesting tidbits when reading in detail an annual report

19 hrs ago •

June 2025

Update on different companies following some interesting news

Good management decisions

Jun 26 •

Feedback from the Odet and ex-Rivaud shareholder meetings

Patience and things are moving behind the scenes!

Jun 20 •

Bolloré : thoughts following the annual shareholder meeting

There is always something going on!

Jun 11 •

Robertet : update following their first capital markets day

Increasing communication but why?

Jun 1 •

May 2025

A company with a CEO who is an investment fan

A hidden gem in a tough business?

May 27 •

Bolloré: interesting points in the annual report and additionnal thoughts!

The devil is in the details!

May 11 •

Bolloré: interesting new developments

There is always something going on!

May 9 •

Robertet: feedback from the annual results presentation

Keeping it going!

May 2 •

April 2025

Bolloré : analysis and impact of the Paris court of appeal decision concerning the Vivendi Spin-offs

Using my law studies to get back into analyzing a court decision!

Apr 24 •

Bolloré: ex-Rivaud take out offers are not compliant!

A great decision by the AMF which protects the interests of minority shareholders!

Apr 19 •

Portfolio move and update on a company following its annual results

Not being dogmatic!

Apr 18 •

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