jacobwolinsky Posted April 16, 2012 Posted April 16, 2012 Thought you guys would appreciate news, also looks cheap thoughts? http://www.valuewalk.com/2012/04/seth-klarmans-baupost-group-buys-26-million-shares-of-vivendi/
jacobwolinsky Posted April 22, 2012 Author Posted April 22, 2012 Anyone know the bear case for the company? Havent looked in depth but seems super cheap
beerbaron Posted April 22, 2012 Posted April 22, 2012 It's my plan to start investigating. Hopefully, I could do a write-up within a few weeks. BeerBaron
oddballstocks Posted April 22, 2012 Posted April 22, 2012 http://valueinvestingfrance.blogspot.com/ Two posts on Vivendi, he posted both in English this time due to the response. As a side note I really like that blog, on the ground view of some French small caps.
jacobwolinsky Posted April 25, 2012 Author Posted April 25, 2012 Thanks oddball GREAT read i got a bunch of sell side reports im going to post them tomorrow hopefully
Ballinvarosig Investors Posted April 25, 2012 Posted April 25, 2012 As a side note I really like that blog, on the ground view of some French small caps. Klarman incidently owns another French small cap company, a textile manufacturer called Chargeurs - http://www.bloomberg.com/quote/CRI:FP Numbers in the last few years have been horrific and he has taken a bath.
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