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BDL Capital Management's investment thesis on Vivendi ($VIV.PA) — Q1 2026 | Buyside Digest

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$VIV.PANASDAQVivendi

BULL

BDL Capital Management—VIV.PA

Fund Letter

Q1 2026

Published March 31, 2026

View Fund Profile

$1.68USD

+12.9% vs last month

$1.83Pitched

-8.1% since pitch

Market Cap$1.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

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...

— BDL Capital Management

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What other investors think about $VIV.PA, and what else BDL Capital Management is buying.

Other pitches on $VIV.PA

Other investors who've written on Vivendi

Palm Valley Capital ManagementBULL

Pitched Apr 1, 2026

Vivendi (-24.9%, -37 bps), the French listed holding company with focus on content, media, and entertainment industries.

View all $VIV.PA pitches →