Sitemap - 2023 - French Hidden Champions
French Hidden Champions Portfolio end of year recap
Some French Hidden Champions reading for the Christmas holidays!
A special situation with a fair value which can be determined reasonably
French Hidden Champions : some thoughts on different holdings
Euroland forum : flash recap of the meetings with the companies met
French Hidden Champions 1H00 call transcript
French Hidden Champions : portfolio moves 6th of December 2023
French Hidden champions: Important Update: Monthly Subscription Plan Deactivation on December 10th
French Hidden Champions : portfolio moves 01/12/2023
Courtois : a family real estate holding with a solid discount…
French Hidden Champions : portfolio move, link for Q&A call and flash feedback from Precia meeting
French Hidden Champions : portfolio moves and Neurones update following Q3 2023 sales numbers
Catering International Services : a dynamic company which got its cash back from Algeria but…
French Hidden Champions : setting up 1 hour call for paid subscribers
French Hidden Champions : portfolio moves 6/11/2023
French Hidden Champions : portfolio moves 2/11/2023
Neurones: a stingy CEO with a largely diffused entrepreneurial spirit
Memscap : Feedback from the Forum Lyon pole bourse part 3
French Hidden champions Portfolio as of 20/10/2023
Lagardère update: 2023 should see a record current operating income of integrated companies
Robertet: feedback from meeting with management and valuation
Boa Concept : feedback from Forum Lyon Pôle bourse part 3
Precia: feedback from a call with management following H1 2023 results and valuation
Fill Up Media: Feedback from the Lyon Pôle bourse Forum part 2
Feedback from the Lyon Pôle bourse Forum part 1: Visiativ
Trilogiq : logic but a red flag for a no go
Bolloré : interesting points in the H1 2023 report
Lagardère : a sum of the parts valuation of 28 € which offers a margin of safety
Vivendi valuation: a big discount to NAV and an important asset for Bolloré
Bolloré half year results financial analyst meeting feedback
Explosifs et produits chimiques : lots of shareholder friendly moves
Precia update: an interesting 2022 year
Portfolio recap 2022, some thoughts, relaunching French Hidden champions substack