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FRValue 🌰
FRValue
If there was a small-cap equivalent of Air Liquide on the Euronext market, this company would come really close. A 65+bagger (incl. dividends) since its IPO, it is a value
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A few of my quirky (and sometimes inconvenient to some) investing opinions. A thread. 1) Net worth should be calculated after all potential taxes. After paying taxes on their
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Welcome to Grasse, a small scenic city located on the French Riviera, also known as the perfume capital of the world. It is home to 2 hidden champions in the
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The simple way I generally think about valuation, a very short thread: As Charlie would say: invert, always invert. That’s what I try to do when looking at valuation metrics.
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1929: Lacoste, the most famous of the « musketeers », wins the French Open. 2019: Rafael Nadal wins the same tournament...for the 12th time! Both tennis players have one thing in common:
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Another Saturday. Another French hidden champion. Another 25x-bagger listed on the compartment C of Euronext Paris! A collaboration with the excellent @FoxCastlehold! 1980s. Bernard Tapie, the controversial and (in)famous French
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This is one of the most unknown 100+x bagger (still) listed on Euronext Paris. A mostly untold success-story made in France, combining engineering savvy, family ownership and a relentless focus
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Petit thread gentil du vendredi sur le nouvel entrepreneuriat à la française tel que communiqué au plus grand nombre via les nouveaux média. 1/n Je constate qu’il existe des tonnes
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