French Hidden Champions

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French Hidden Champions
French Hidden Champions
Portfolio move and update on a company following its annual results

Portfolio move and update on a company following its annual results

Not being dogmatic!

Jeremy's avatar
Jeremy
Apr 18, 2025
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French Hidden Champions
French Hidden Champions
Portfolio move and update on a company following its annual results
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When the facts changes my mind changes about company. When new facts and elements appear and indicate that things are going in the right direction, I will change my opinion.

I have already sold in the past part of a holding to buy it back later when I realised that my reasonning was wrong or that new facts confirm that I got it wrong. It is always good to put your ego aside.

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