Portfolio recap and thoughts
How was your performance in 2021? Does Somfy deserve a place on the French Hidden Champions list?
Hi, have you looked at Stef? Market cap 1300 mEur, real estate worth a similar amount with ltv 50%, and a business earning around 150 mEur. Would be interested to hear any thoughts. Merci, Arne
Stef is a very nice company. Will study it!
Finally I got served on my bid 1065 in Compagnie de L"Odet, Whoohoo, Hmmmph only one...
How was your performance in 2021? Does Somfy deserve a place on the French Hidden Champions list?
Hi, have you looked at Stef? Market cap 1300 mEur, real estate worth a similar amount with ltv 50%, and a business earning around 150 mEur. Would be interested to hear any thoughts. Merci, Arne
Stef is a very nice company. Will study it!
Finally I got served on my bid 1065 in Compagnie de L"Odet, Whoohoo, Hmmmph only one...