@FoxCastlehold Sorry Fox but I bought my ODET at an average price of 558 Eur 😉. Enjoy the end of year time!

@PhilLen01 congrats! I have been averaging up on odet for quite a while. weight represents conviction, we will see!

@FoxCastlehold Robertet - are you banking on a takeout?

@jackalissimo Not betting on a takeover I want it to stay quoted as long as possible as runway, recurring business, growth and interesting change in governance (outsider is CEO for the first time).

@FoxCastlehold Surprised you still have some Bolloré while you have some others from the galaxy.

@french_special The Bolloré shares are just to go to the shareholder meeting😉

@FoxCastlehold Thanks for sharing. Some nice French companies ;-) Out of curiosity does your cost basis influence your decisions? In a Pea or Pea-Pme I would argue that cost basis is irrelevant. Of course in a Compte Titre tax considerations come into play. Curious to have your view

@TechC172 Cost basis doesn't influence my decisions. If the facts are confirming the thesis or show an acceleration I will reinforce. As the saying says (Soros); it's not if you are right which counts but how much you gain when you are right. I often buy at a higher price existing holdings

@FoxCastlehold Precia , Odet 👍

@FoxCastlehold Wow, lot of great profit. Nice job on Xpel and others

@FoxCastlehold Any thoughts on when (or if!) the Bollore clan might start simplifying the ODET -> BOL -> VIV complex?

@FoxCastlehold Thanks!! I will 😉 I’m still young but I like your approach, quite similar to @LuchesiPhilippe ‘s imho. Will do my dcf now and let’s see

@FoxCastlehold Propre, le PRU de BRK.B à 69.9€ 😎

@FoxCastlehold Damn, nice cost basis on Berkshire

@FoxCastlehold What is your performance in 2022 ?