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 | 264 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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frenchhiddenchampions.substack.comLatest Issues
Feedback from one to few meetings with three French companies
Solid balance sheets and family founded companies! There is always something to do!
I got to see four interesting companies in one to few meetings. Meeting management is always a must for me as at the end of the day they are the ones makin...
Precia : update following annual results
A new CEO and some interesting news
A new CEO will be taking over on the 15th of May. Jean-Philippe Demaël is very big catch for Precia. He was the Somfy CEO between 2008 and 2016 and did a very good job there. Somfy was taken private but...
Canal + : Q1 2026 numbers confirm 2016 targets
Things are going on as planned and we have a precise date for the secondary quotation on the Johannesburg Stock Exchange
Financial targets for 2026 were confirmed. In itself it is not a surprise as these targets were announced quite recent...
Canal+ : a moat and Africa with lots of leeway to reduce costs and improve profitability
The growth thematic of the Bolloré galaxy holdings
As promised I am going down the rabbit hole of all the Bolloré major holdings. Canal + was the last one I had to do.
Robertet : reviewing the annual report
Always look at the details !
A thorough reading of the annual report is a must. You tend to find information which was not put forward during the annual results presentation and it helps you to master a company through all its different an...
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