Thoughts of the Graoully or his Antagonist
GraoullyReflections on investments
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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...
Summersault
somersault - a gymnastic move in which you lower your head almost to the floor and roll forward so your feet flip over your head. Fancier somersaults are done in the air, rather than on the ground. Comes from the now-obsolete French sombre...
The end of the Italian campaign
This saturday, Vivendi finally announced the big sale: after having reduced their 23.75% stake in Telecom Italia (“TIM”) through market sales to below 20% some ten days ago, and continuing to sell after the announcement, a big block of shar...
Are they buying?
I know I haven’t posted anything for a while now. I have something long and thorough prepared, but I’m not yet entirely satisfied and need to tie up a few loose ends.
In the meantime, I’ll try to warm up by posting a short note on a matter...
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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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