HeyJaredFrench Hidden Champions
Your newsletter which covers the French small, mid and large caps by a British private investor living in France. Long term investor who does a forensic of every company owned or studied.
- Indexed issues, last 90 days
- 15
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- Sep 30, 2026
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- Jul 18, 2026
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Flash note : feedback from the Lyon Pôle Bourse Forum (opens the original)
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It was great to see six French companies in one to few meetings. I like to ask the questions which are not fun to answer by the management teams and to see how they react. Most of them answered. I like to ask them about their buyback approach as current valuations make this capital allocation decision a good one.Who did I see then? Samse, Genoway, Vicat, Bio Mérieux, Baikowski and Gérard Perrier Industries.I have been following them for quite some time and some did not usually participate to the
Flash note Precia : H1 2026 results (opens the original)
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Moving forward I will also do some flash notes when there is interesting news concerning a company. I will be trying to be more reactive on major news. Format will be straight to the point with my thoughts.Precia has been a historical holding of mine. I know it inside out thanks to the number of years I have been following it. As for each company there are good and bad things as nothing is perfect.Precia has a unique positioning in France (and has the market share which goes with it) and some su
Gévélot : Follow up after the 2025 results (opens the original)
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Gévelot was initially analyzed here . They design, produce and sell pumps which are specifically designed to transfer viscous products (petrol, food, pharmaceutic). Its main brand is the Moineau pump which is sold through its PCM subsidiary. The CEO is pragmatic and business oriented and recognizes his mistakes when he does some.The business is in fact quite international. <a href="https
Bolloré (EPA:BOL) H1 2026 results : explaining the subtleties and multiple options (opens the original)
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There was a full house at Puteaux for the H1 2026 results. As H1 results are now published in September and no longer in July for CSR reasons (lots more work to do),we won’t be seeing them again until March 2027… I suspect there will be some things going on between now and then…It is always a pleasure to meet management who will answer all the questions, even the tough ones. In the past year I have seen a nice trend towards being much more pedagogic and open in explaining some subtilities of the
Vicat : update following H1 2026 results (opens the original)
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Vicat was initially analyzed here . It is a cement producer which is present in France of course but not only (India, USA, Senegal, Turkey…). Cement requires a lot of energy to be produced and is heavy to transport so the production sites are not too far from the clients.Cement factories also require an effective sourcing of raw materials.
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