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 |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 294 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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frenchhiddenchampions.substack.comLatest Issues
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.
Flash note Bolloré (EPA :BOL) : some thoughts and reading the H1 2026 Bolloré report
Things keep moving !
Here is my updated valuation (here). Needless to say that Bolloré has been active in September (buybacks) and this could probably go on for quite a while.
Flash note Baikowski (EPA:ALBKK): feedback from the Lyon Pôle Bourse Forum
A niche business but lacks disclosure in BU segments
Baikowski is a company I have followed for a while. Here is the initial analysis : here . It is a very small cap which is a spin off from PSB Industries and explains the limited float. O...
Flash note Vicat (EPA:VCT): feedback from the Lyon Pôle Bourse Forum
Solid management team and a historical H1 2026
Here is the initial analysis and the update post H1 2026 results . As soon as I have the opportunity to see Vicat management’s team I will take it. They are ready for all the questions be it f...
Flash note Samse (EPA:SAMS)- Feedback from the Lyon Pôle Bourse Forum
Lots of interesting French companies which need to improve their approach towards buybacks
It was great to see six French companies in one to few meetings. I like to ask the questions which are not fun to answer by the management teams and...
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