@hansolanilsson.bsky.social
Reposted
I have posted some quick thoughts on Italmobiliare, TFF, STEF and the Hutchison ports deal on the blog. What a combo !!!
Wordpress
valueandopportunity.com/2025/03/19/q...
Substack
open.substack.com/pub/valueand...
Wordpress
valueandopportunity.com/2025/03/19/q...
Substack
open.substack.com/pub/valueand...
Quick updates: Italmobiliare, TFF Group, STEF & CK Hutchison Ports deal
Italmobiliare
open.substack.com
March 19, 2025 at 10:38 AM
I have posted some quick thoughts on Italmobiliare, TFF, STEF and the Hutchison ports deal on the blog. What a combo !!!
Wordpress
valueandopportunity.com/2025/03/19/q...
Substack
open.substack.com/pub/valueand...
Wordpress
valueandopportunity.com/2025/03/19/q...
Substack
open.substack.com/pub/valueand...
Reposted
At first glance, Jensen Group's results are excellent. EPS +27% and book to bill far above 1. I like.
www.jensen-group.com/fileadmin/Do...
www.jensen-group.com/fileadmin/Do...
www.jensen-group.com
March 7, 2025 at 6:44 AM
At first glance, Jensen Group's results are excellent. EPS +27% and book to bill far above 1. I like.
www.jensen-group.com/fileadmin/Do...
www.jensen-group.com/fileadmin/Do...
Reposted
Debt free, boring, record earnings, buybacks, dividends, nice and stable margins
They did a good job lately and still $BB.PA BIC trades at a double digit FCF yield again.
Another non cyclical interesting one to consider.
They did a good job lately and still $BB.PA BIC trades at a double digit FCF yield again.
Another non cyclical interesting one to consider.
March 6, 2025 at 9:13 PM
Debt free, boring, record earnings, buybacks, dividends, nice and stable margins
They did a good job lately and still $BB.PA BIC trades at a double digit FCF yield again.
Another non cyclical interesting one to consider.
They did a good job lately and still $BB.PA BIC trades at a double digit FCF yield again.
Another non cyclical interesting one to consider.
Reposted
A great Bloomberg article about the Bolloré structure and the ongoing moves. It is a great read. Tara Patel did a great work. It was a pleasure to exchange and discuss about Bolloré.
@abroninvestor.bsky.social 's contribution was great too!!
www.bloomberg.com/news/article...
@abroninvestor.bsky.social 's contribution was great too!!
www.bloomberg.com/news/article...
Billionaire Bolloré Keeps Investors on Edge About His Endgame
The ‘French Murdoch’ is overseeing a fast-paced overhaul of his empire, three years after he signaled his retirement.
www.bloomberg.com
March 5, 2025 at 5:46 PM
A great Bloomberg article about the Bolloré structure and the ongoing moves. It is a great read. Tara Patel did a great work. It was a pleasure to exchange and discuss about Bolloré.
@abroninvestor.bsky.social 's contribution was great too!!
www.bloomberg.com/news/article...
@abroninvestor.bsky.social 's contribution was great too!!
www.bloomberg.com/news/article...
www.neurones.net
March 5, 2025 at 5:24 PM
Reposted
Reposted
Reposted
A new post with short updates on EVS, Sixt & Amadeus Fire has been published on:
Wordpress
valueandopportunity.com/2025/02/28/q...
And Substack
open.substack.com/pub/valueand...
Wordpress
valueandopportunity.com/2025/02/28/q...
And Substack
open.substack.com/pub/valueand...
Quick updates: EVS Broadcast, Sixt and Amadeus Fire
EVS Broadcast EVS Broadcast reported 2024 numbers this week. After raising their 2024 guidance 2 times during the year, they came out at the upper und of the projected range. The Highlight page spe…
valueandopportunity.com
February 28, 2025 at 8:04 AM
A new post with short updates on EVS, Sixt & Amadeus Fire has been published on:
Wordpress
valueandopportunity.com/2025/02/28/q...
And Substack
open.substack.com/pub/valueand...
Wordpress
valueandopportunity.com/2025/02/28/q...
And Substack
open.substack.com/pub/valueand...