As usual, let’s have a look on the companies that I have presented so far. I know it’s a bit late but I wanted to wait for the results of Chargeurs’ tender offer, which was finally closed on April. I have also new investment theses coming soon.
Update After FY 2023 Earnings Season
Update After FY 2023 Earnings Season
Update After FY 2023 Earnings Season
As usual, let’s have a look on the companies that I have presented so far. I know it’s a bit late but I wanted to wait for the results of Chargeurs’ tender offer, which was finally closed on April. I have also new investment theses coming soon.