French Hidden Champions
JeremyYour 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 | 279 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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frenchhiddenchampions.substack.comLatest Issues
Bolloré : updated valuation following the exceptional dividend payment
Discounts, discounts!
As Bolloré paid out 4,2 billion euros in exceptional dividends it is important enough to update the valuation.
Stef : H1 2026 sales numbers show a nice dynamic
And some additional thoughts
Q2 2026 sales numbers show an increased dynamic compared to Q1 2025. The month of June was qualified as being exceptional (in the good sense).
Bolloré : more news !
There is always something going on!
What is fun with the Bolloré Galaxy is that there is always something going on. It is like a chess game.
STEF : a company specialized in temperature controlled logistics
With lots of interesting surprises and a very nice moat!
STEF (Société de Transports et Entrepôts Frigorifiques) is a temperature controlled logistics company. It was founded in 1920 after the first world war to ensure the importation of f...
LDC : a french hidden champion in poultry
Massive market shares and expanding internationally and a hidden asset with little details about its profitability
Let us delve into the poultry industry. To be more precise, LDC (Lambert Dodart Chancereul) is the leader in France in the p...
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