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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Vivendi was the most significant detractor over the interim period, with a total return of -40%, costing us -297bps as the shares suffered a double whammy of NAV weakness and discount widening. From a high...
— Joe Bauernfreund
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Other investors who've written on Vivendi SE
Vivendi (-24.9%, -37 bps), the French listed holding company with focus on content, media, and entertainment industries.
Canal+ experienced a correction in its share price due to temporary integration concerns and disappointing guidance at its newly acquired South African asset, MultiChoice. However, the core...
More institutional theses from AVI Global Trust
Bio-Rad Laboratories ($BIO) is a life sciences and clinical diagnostics manufacturer that produces lab instruments, reagents, and test kits, while holding a non-consolidated 32% ownership stake in Sartorius AG. The manager initiated...
L) represents 4.7% of the fund's portfolio.
Sartorius AG ($SRT.DE) is a premier bioprocessing equipment and consumables manufacturer held indirectly via Bio-Rad Laboratories' 32% equity stake.