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French Hidden Champions

Jeremy, a British private investor living in France, writes forensic deep dives and annual-report updates on French small, mid, and large caps such as Bolloré, Precia, and Robertet.

https://frenchhiddenchampions.substack.com/

Mentions21
Posts21
Latest post20 Oct 2026
RubisFlash Rubis (EPA :RUI) : the end of the commandite structure-20 Oct 2026
Robertet SAFlash Robertet (EPA:RBT) : H1 2026 results and feedback from call with management-16 Oct 2026
Precia S.A.Flash Precia (EPA :ALPM) : feedback from call with management-14 Oct 2026
RubisRubis (EPA:RUI) : the good, the bad and the ugly-11 Oct 2026
Bolloré SEFlash Bolloré (EPA: BOL) : more moves!-8 Oct 2026
Baikowski SAFlash note Baikowski (EPA:ALBKK): feedback from the Lyon Pôle Bourse Forum-4 Oct 2026
Vicat S.A.Flash note Vicat (EPA:VCT): feedback from the Lyon Pôle Bourse Forum-1 Oct 2026
Samse SAFlash note Samse (EPA:SAMS)- Feedback from the Lyon Pôle Bourse Forum-30 Sept 2026
Precia S.A.Flash note Precia : H1 2026 results-25 Sept 2026
Gévelot SAGévélot : Follow up after the 2025 results-22 Sept 2026
Bolloré SEBolloré : stopping Blueblus and refocusing Blue solutions on Gen4 batteries-11 Sept 2026
Vivendi SEVivendi valuation update following H1 2026 results: some changes!-7 Sept 2026
Universal Music Group N.V.UMG : the most important asset of the Bolloré galaxy could be attractive-4 Sept 2026
BASSAC Société anonymeBassac : good H1 2026 results-2 Sept 2026
Canal+ SACanal + H1 2026 results : solid !-1 Sept 2026
Havas N.V.Havas : H1 2026 follow up-7 Aug 2026
Bolloré SEBolloré : updated valuation following the exceptional dividend payment-3 Aug 2026
STEF SAStef : H1 2026 sales numbers show a nice dynamic-2 Aug 2026
STEF SASTEF : a company specialized in temperature controlled logistics-18 Jul 2026
L.D.C. S.A.LDC : a french hidden champion in poultry-7 Jul 2026
Explosifs et Produits ChimiquesBolloré and Explosifs et Produits Chimiques: some news!-13 Jun 2026