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Bolloré simplification!
A big acceleration in the simplification!
 • 
Jeremy
Flash update following the publication of the H1 2024 Bolloré report
Everything is in the details
 • 
Jeremy
A new dynamic for a holding after some simplification?
Regular buybacks from a great entrepreneur but why does the company remain cheap?
 • 
Jeremy

August 2024

French market specificities
Some things to know!
 • 
Jeremy
2
E-L Financial update following H1 2024 results
Things are moving on nicely!
 • 
Jeremy
1
Update Bolloré, Vivendi and Lagardère
Lots of action during the european summer holidays
 • 
Jeremy
1
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!
 • 
Jeremy
Things to look at in an annual report
How to do your investigative work!
 • 
Jeremy

July 2024

Portfolio update 30/07/2024
Some moves!
 • 
Jeremy
Q&A for and from free subscribers
Q&A time!
 • 
Jeremy
1
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
2
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