French Hidden Champions

Substack

Articles

109

Companies covered

32

Sectors

1

Countries

1

Research Articles

Precia: some news!

Feb 7, 2026

Bolloré follow up: more buying from Odet: thoughts and some other news!

Jan 28, 2026

Bolloré : flash note

Jan 16, 2026

Bolloré: consistency is the tunnel to success!

Jan 9, 2026

Bolloré: more signals?

Jan 1, 2026

Bolloré : following up on the recent news!

Nov 21, 2025

Bolloré : some simplifications !

Nov 5, 2025

Neurones : looking at the half year results and additional thoughts

Oct 22, 2025

Robertet half year results 2025 : nice growth

Oct 21, 2025

Precia : feedback from the H1 2025 results meeting

Oct 2, 2025

Bolloré : additional thoughts !

Sep 27, 2025

Bolloré H1 2025 results : part 2

Sep 21, 2025

Bolloré H1 2025 results : feedback from the meeting

Sep 19, 2025

Samse 2025 half year results: some difficulties but nothing that they have not already faced!

Sep 17, 2025

Lagardère H1 results: things are moving on nicely!

Aug 27, 2025

Vivendi valuation updated following the publication of the H1 2025 results

Aug 2, 2025

Bolloré self-controlling loops : the final touch!

Jul 31, 2025

Vivendi, AMF, Bolloré, UMG : movement is life!

Jul 29, 2025

Bolloré : let’s keep going down the self controlling loop rabbit hole!

Jul 21, 2025

Bolloré : going down the rabbit hole of the self-controlling loops!

Jul 18, 2025

Bolloré : more news !

Jul 14, 2025

Bolloré : more thoughts!

Jul 7, 2025

Precia : follow up after the publication of the annual report and the Q1 2025 numbers

Jul 1, 2025

Feedback from the Odet and ex-Rivaud shareholder meetings

Jun 20, 2025

Bolloré : thoughts following the annual shareholder meeting

Jun 11, 2025

Robertet : update following their first capital markets day

Jun 1, 2025

Bolloré: interesting points in the annual report and additionnal thoughts!

May 11, 2025

Robertet: feedback from the annual results presentation

May 2, 2025

Bolloré : analysis and impact of the Paris court of appeal decision concerning the Vivendi Spin-offs

Apr 24, 2025

Bolloré: ex-Rivaud take out offers are not compliant!

Apr 19, 2025

Gévelot: update following their annual results

Apr 14, 2025

Samse : update following 2024 annual results

Apr 4, 2025

Bolloré galaxy: lots of things going on

Mar 26, 2025

Bourse Direct : feedback from annual results meeting

Mar 25, 2025

Bolloré annual results meeting feedback

Mar 19, 2025

Vivendi : update following the annual results

Mar 15, 2025

Neurones: feedback from the annual results meeting

Mar 7, 2025

Lagardère: update following annual results

Feb 27, 2025

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

Jan 21, 2025

Bolloré: a look at the presenting banks update note on ex-rivaud take put offers

Jan 18, 2025

Vivendi remain: updated valuation and a snap valuation of Havas

Jan 1, 2025

Vivendi spin-offs: already some action

Dec 26, 2024

Bolloré: lots of moving parts!

Dec 24, 2024

Vivendi spins: thoughts on Vivendi, Louis Hachette Group, Canal+ and Havas

Dec 21, 2024

Vivendi spin offs: let the show begin 1/2

Dec 17, 2024

Bolloré : thoughts following the green light for the Vivendi spin offs

Dec 10, 2024

Robertet: reinforcing its independance

Nov 17, 2024

Feedback from the Compagnie du Cambodge, Financière Moncey, Société des Chemins de Fer et Tramways du Var et du Gard et Tramways de Rouen shareholder meetings

Oct 22, 2024

Bolloré: they joy of contesting a mandatory take out offer of ex-rivaud entities...

Oct 6, 2024

Precia Update following half year results and company presentation

Oct 4, 2024

Robertet: interesting points in the half year report

Sep 27, 2024

Robertet : flash update following H1 2024 results

Sep 23, 2024

Flash update following the publication of the H1 2024 Bolloré report

Sep 11, 2024

E-L Financial update following H1 2024 results

Aug 28, 2024

Update Bolloré, Vivendi and Lagardère

Aug 20, 2024

Vivendi update following recent news concerning spin offs !

Jul 22, 2024

Lagardère : a sum of the parts valuation which offers a nice margin of safety

Jul 17, 2024

Bolloré galaxy : some simplification !

Jul 10, 2024

Gévelot annual shareholder meeting feedback

Jun 17, 2024

Compagnie de l’Odet annual shareholder meeting feedback

Jun 15, 2024

Bolloré : recap from the Ex-Rivaud annual shareholder meetings

May 31, 2024

Bolloré : interesting points and thoughts from the Bolloré shareholder meeting

May 23, 2024

Robertet : update following the publication of the 2023 annual report

May 14, 2024

Precia update following the publication of the 2023 annual report

May 13, 2024

Gévelot update following 2023 annual results

Apr 27, 2024

Baikowski update following 2023 annual results

Apr 24, 2024

Precia update following annual results

Apr 17, 2024

Samse Annual results analyst meeting feedback

Apr 12, 2024

EL Financial : update following annual results

Mar 29, 2024

Bolloré annual results meeting feedback

Mar 15, 2024

Neurones: feedback from meeting with management following the 2023 annual result

Mar 12, 2024

Bourse Direct : a low cost french broker…

Mar 8, 2024

Gévelot: a BU simplification, buybacks, focus on improving profitability…

Feb 26, 2024

Baikowski : an expertise in a niche market…

Feb 10, 2024

EL Financial : a family holding accelerating its buybacks and with some self controlling loops à la Bolloré

Feb 5, 2024

Bolloré: more thoughts about the Galaxie!

Jan 27, 2024

Genoway: feedback from investors meeting and presentation of the new strategic plan

Jan 19, 2024

French Hidden Champions : portfolio moves and Neurones update following Q3 2023 sales numbers

Nov 13, 2023

Catering International Services : a dynamic company which got its cash back from Algeria but…

Nov 10, 2023

Neurones: a stingy CEO with a largely diffused entrepreneurial spirit

Oct 30, 2023

Memscap : Feedback from the Forum Lyon pole bourse part 3

Oct 24, 2023

Lagardère update: 2023 should see a record current operating income of integrated companies

Oct 18, 2023

Robertet: feedback from meeting with management and valuation

Oct 14, 2023

Boa Concept : feedback from Forum Lyon Pôle bourse part 3

Oct 12, 2023

Precia: feedback from a call with management following H1 2023 results and valuation

Oct 10, 2023

Trilogiq : logic but a red flag for a no go

Sep 21, 2023

Bolloré : interesting points in the H1 2023 report

Sep 13, 2023

Lagardère : a sum of the parts valuation of 28 € which offers a margin of safety

Sep 6, 2023

Vivendi valuation: a big discount to NAV and an important asset for Bolloré

Aug 4, 2023

Bolloré half year results financial analyst meeting feedback

Jul 31, 2023

Bolloré: interesting points from the independent expert and presenting bank report on the tender offer. Part 2.

May 6, 2023

Bolloré: interesting points from the independent expert and presenting bank report on the tender offer. Part 1.

May 5, 2023

Samse investor meeting-2021 Annual results

Mar 24, 2022

Installux: a vertically integrated aluminum profil producer with a rock solid balance sheet and Spanish entities all set to fully contribute

Feb 17, 2022

Pharmagest Intereactive: the french health software specialist for the health sector

Jan 20, 2022

Tonnellerie François Frères: transitioning towards a more acyclical business but maybe at the cost of lower margins

Dec 17, 2021

Thermador groupe : a unique culture but fairly priced and a declining ROCE

Nov 18, 2021

Robertet: half year 2021 results analyst meeting and thoughts

Oct 19, 2021

Bolloré half-year results 2021. Analyst meeting.

Oct 8, 2021

Gérard Perrier Industries (3)

Sep 16, 2021

Gérard Perrier Industries (2)

Sep 8, 2021

Gérard Perrier Industrie (1)

Aug 17, 2021

Robertet (4)

Aug 5, 2021

IGE+XAO (1)

Jul 28, 2021

Robertet (3)

Jul 18, 2021

Robertet (2)

Jul 7, 2021

Precia (6): News update

Jun 29, 2021

Robertet (1)

Jun 28, 2021

Precia (5) - AGM 06/21

Jun 21, 2021