Quality Value Investing Substack
Quality Value InvestorSubstack on stock picking using the best-performing investment strategies.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 3 | Subscribers | Read | qualityvalueinvesting.substack.com |
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We.Connect SA
We.Connect is a French IT distributor with ca €265m in revenue and ca €12m in EBITDA in 2023, and a current market cap of ca €57m. The company has two main activities: (i) IT distribution, including notably partnerships with Acer, Samsung, ...
Viel & Cie
Viel & Cie is a financial holding company listed in France with a market cap of ca €704m, which owns stakes in three main businesses:
Introduction to Quality Value Investing
It is well-known that active management doesn’t work - most actively managed funds under-perform their benchmarks. There are a few exceptions however. One of them is Independance AM: their flagship “France Small & Mid” fund has an annualise...
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The writers behind this newsletter.
Individual investor.
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