Sitemap - 2025 - French Hidden Champions
Explosifs et Produits Chimiques shareholder meeting
Precia : follow up after the publication of the annual report and the Q1 2025 numbers
Update on different companies following some interesting news
Feedback from the Odet and ex-Rivaud shareholder meetings
Bolloré : thoughts following the annual shareholder meeting
Robertet : update following their first capital markets day
A company with a CEO who is an investment fan
Bolloré: interesting points in the annual report and additionnal thoughts!
Bolloré: interesting new developments
Robertet: feedback from the annual results presentation
Bolloré : analysis and impact of the Paris court of appeal decision concerning the Vivendi Spin-offs
Bolloré: ex-Rivaud take out offers are not compliant!
Portfolio move and update on a company following its annual results
Gévelot: update following their annual results
Porfolio recap following recent moves
Some interesting news for a holding!
Samse : update following 2024 annual results
Bolloré galaxy: lots of things going on
Bourse Direct : feedback from annual results meeting
Bolloré annual results meeting feedback
Vivendi : update following the annual results
Neurones: feedback from the annual results meeting
Update on a company following a call with management
Update on a company following their 2024 sales numbers
Update on a company following their 2024 sales numbers
Lagardère: update following annual results
Update on different french companies following their 2024 sales numbers
Update on a french cannibal following annual results
Portfolio update and thoughts 20/02/2025
Let’s invert ! French companies not to buy
Deconstructing the 2nd independant experts report on the ex-rivaud take outs
Update on a holding which is consistently doing the right moves!
Bolloré: a look at the presenting banks update note on ex-rivaud take put offers
Feedback from a shareholder meeting part 2/2
Feedback from a Shareholder Meeting part 1/2
Vivendi remain: updated valuation and a snap valuation of Havas