Right after I published my article, Bollore and Odet went more aggressive with buybacks. So the stock is a bit more interesting to me. I sold it in 2021. However I am still unsure with the long term strategy. is it just to grow Nav per share?

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Jun 19, 2022Liked by Olivier at Emerging Value

Too many times investors sell for some dumb made up reasons, this (at least in my opinion) is definitely not one of them. I think we all should be more open minded to selling and also sticking to our rules. Not easy but a must. Great article! Thank you for sharing

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