Portfolio move and update on a company following its annual results

Gévelot: update following their annual results

Porfolio recap following recent moves

Portfolio 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

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!

Take out offers on ex-Rivaud: more points showing all the techniques used to reduce the valuation of Bolloré shares

Bolloré: a second independant expert report with lots of incredible/unbelievable points to justify the fairness of the ex-rivaud take out offers

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