Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Robertet : update following their first capital markets day
June 1, 2025, 10:03 a.m.
A company with a CEO who is an investment fan
May 27, 2025, 12:54 p.m.
Bolloré: interesting points in the annual report and additionnal thoughts!
May 11, 2025, 9:38 a.m.
Bolloré: interesting new developments
May 9, 2025, 6:43 p.m.
Robertet: feedback from the annual results presentation
May 2, 2025, 7:37 p.m.
Bolloré : analysis and impact of the Paris court of appeal decision concerning the Vivendi Spin-offs
April 24, 2025, 3:07 p.m.
Bolloré: ex-Rivaud take out offers are not compliant!
April 19, 2025, 5:11 p.m.
Portfolio move and update on a company following its annual results
April 18, 2025, 2:24 p.m.
Gévelot: update following their annual results
April 14, 2025, 4:25 p.m.
Porfolio recap following recent moves
April 11, 2025, 12:02 p.m.
Portfolio moves
April 9, 2025, 9:59 p.m.
Some interesting news for a holding!
April 8, 2025, 9:57 p.m.
Samse : update following 2024 annual results
April 4, 2025, 2:48 p.m.
Bolloré galaxy: lots of things going on
March 26, 2025, 10:16 a.m.
Bourse Direct : feedback from annual results meeting
March 25, 2025, 3:05 p.m.
Bolloré annual results meeting feedback
March 19, 2025, 12:21 p.m.
Vivendi : update following the annual results
March 15, 2025, 8:22 a.m.
Neurones: feedback from the annual results meeting
March 7, 2025, 4:10 p.m.
Update on a company following a call with management
March 3, 2025, 9:49 p.m.
Update on a company following their 2024 sales numbers
March 2, 2025, 4:43 p.m.
Lagardère: update following annual results
Feb. 27, 2025, 11:49 p.m.
Update on different french companies following their 2024 sales numbers
Feb. 20, 2025, 8:41 p.m.
Update on a french cannibal following annual results
Feb. 17, 2025, 9:09 p.m.
Portfolio update and thoughts 20/02/2025
Feb. 11, 2025, 3:34 p.m.
Let’s invert ! French companies not to buy
Feb. 3, 2025, 5:34 p.m.