Reletter
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French Hidden Champions

Your newsletter which covers the French small, mid and large caps by a British private investor living in France. Long term investor who does a forensic of every company owned or studied.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues298Founded5 years agoLast Issue10 days ago
Active

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Latest Issues

Flash Rubis (EPA :RUI) : the end of the commandite structure

What a surprise!

Rubis announced quite a news yesterday: the end of the commandite structure. Remember this structure enables a shareholder with a small ownership (here 2,29% in shares but a lot more in voting rights) to control the compan...

10 days ago
2
2
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Flash Robertet (EPA:RBT) : H1 2026 results and feedback from call with management

The ying and the yang

I have held Robertet for quite some while and I am comfortable in owning them for a long time. One gets to know the company really well as time goes by and how the managers are and react.

14 days ago
3
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Flash Precia (EPA :ALPM) : feedback from call with management

Investing for the future

It was good to have a call with management to discuss H1 2026 results. I saw them in June and I like to discuss with them as they don’t like to come often to Paris or to Lyon.

16 days ago
3
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Rubis (EPA:RUI) : the good, the bad and the ugly

Rubis : the good, the bad and the ugly

Rubis is the last holding where Bolloré has a stake which I hadn’t studied. This mistake is now being corrected.

19 days ago
2
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Flash Bolloré (EPA: BOL) : more moves!

The key is in the details as always!

As I said before, I will be doing more flash notes when interesting news concerns a French Hidden Champions company.

22 days ago
2
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