Thoughts of the Graoully or his Antagonist
GraoullyReflections on investments
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Short summaries
I have a little free time this morning, so instead of finishing a deep convoluted analysis, I thought why not try something a little different and just put together a few notes that - by themselves - would not be sufficient material for a f...
j’adore... Dior
On the evening of September 23, Christian Dior SE - the listed holding company owning the largest block of shares of LVMH, announced a very transformative transaction - any many details are still mysterious.
I wanted to write a more in-dep...
Ave Maris Stella
fair warning: this will be a very niche article on some fringe moves, but I wanted to write this down for a while to have it all available in one place and to organise the timeline and data. It is (in my humble view) a very educational time...
Vivendi's 2026: four deadlines and a wedding?
Yesterday (12.03.2026), Vivendi released its 2025 full-year results. It was the first time since 31.07.2025 that we could get an update from the company on its portfolio, since Vivendi has scaled down its investor relations activities - onl...
Some weekend thoughts on Universal Music
a conjunction of several events has prompted me to refresh my notes on Universal Music Group (UMG) recently. These are:
1) Share price below 20€
The share price of UMG dipped below 20€ for the first time in a while. This is a level a...
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Follow the Graoully at your own risk. Wild tangents always possible. I may be my own antagonist.
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