Sitemap - 2024 - French Hidden Champions
Vivendi spin-offs: already some action
Bolloré: lots of moving parts!
Vivendi spins: thoughts on Vivendi, Louis Hachette Group, Canal+ and Havas
Vivendi spin offs: let the show begin 1/2
Bolloré : thoughts following the green light for the Vivendi spin offs
Invite your friends to read French Hidden Champions
French Hidden Champions Portfolio update
Precia: feedback from a meeting with the management
Updates on some holdings following financial publications
Robertet: reinforcing its independance
Feedback from the Euroland Forum on small and mid caps
When taking into account the impact of IFRS 16 changes the story quite a lot...
An unattractive business trading at a low valuation and family owned…
Q&A session with paid subscribers November 2024
Some proposals to ensure that independent experts are really independent!
Feedback from the Forum Lyon Pôle Bourse following one to fews with 7 companies
Bolloré: they joy of contesting a mandatory take out offer of ex-rivaud entities... Part 3
Update on a holding following half year results
Bolloré: they joy of contesting a mandatory take out offer of ex-rivaud entities... Part 2
Bolloré: they joy of contesting a mandatory take out offer of ex-rivaud entities...
Explosifs et produits chimiques update following H1 2024 results
Precia Update following half year results and company presentation
French Hidden Champions : lessons and thoughts after one year of going paid
French Hidden champions portfolio moves
Robertet: interesting points in the half year report
Robertet : flash update following H1 2024 results
Flash update following the publication of the H1 2024 Bolloré report
A new dynamic for a holding after some simplification?
E-L Financial update following H1 2024 results
Update Bolloré, Vivendi and Lagardère
Where the hidden asset is a holding for which you only have 2 paragraphs speaking about it!
Things to look at in an annual report
Q&A for and from free subscribers
Q&A for and from paid subscribers
Vivendi update following recent news concerning spin offs !
Lagardère : a sum of the parts valuation which offers a nice margin of safety
Q&A audio with free subscribers
Q&A Podcast with paid subscribers!
Bolloré galaxy : some simplification !
Holdings: thoughts on some interesting companies!
Holdings: a checklist of things to look at!
Thoughts following the impact of the french legislative elections on french small and mid caps
Explosifs et Produits chimiques feedback from the annual shareholder meeting
An old cyclical microcap which has finally refocused itself on its core business
Gévelot annual shareholder meeting feedback
Compagnie de l’Odet annual shareholder meeting feedback
Bolloré : recap from the Ex-Rivaud annual shareholder meetings
A discreet holding with quality assets
Bolloré : interesting points and thoughts from the Bolloré shareholder meeting
Audio 1: Fox's den for paid subscribers
Robertet : update following the publication of the 2023 annual report
Precia update following the publication of the 2023 annual report
Podcast 3 the Fox's den: factoring and minority interests
Podcast 2 the Fox's den: capitalized R&D and CIR
Audio update following the recent news concerning the Bolloré galaxy
Special situation annual shareholders meeting feeedback
Podcast 1: welcome to Fox's den and quick introduction of the French Hidden Champions
Gévelot update following 2023 annual results
Baikowski update following 2023 annual results
Robertet update following the 2023 annual results
Precia update following annual results
Samse Annual results analyst meeting feedback
Q&A session for paid subscribers
Explosifs et produits Chimiques upadate following the 2023 annual results
French Hidden Champions portfolio update march 2024
EL Financial : update following annual results
Update about the special situation following the annual results
Bolloré annual results meeting feedback
Precia: feedback from meeting with management following 2023 sales numbers
Neurones: feedback from meeting with management following the 2023 annual result
Bourse Direct : a low cost french broker…
French Hidden Champions portfolio moves 28/02/2024
Gévelot: a BU simplification, buybacks, focus on improving profitability…
French Hidden Champions: portfolio moves 18/02/2024-update on a holding
Baikowski : an expertise in a niche market…
French Hidden Champions portfolio move 31/01/2024
Bolloré: more thoughts about the Galaxie!
Genoway: feedback from investors meeting and presentation of the new strategic plan
French Hidden Champions portfolio moves 12/01/2024
French insiders buying monthly recap