$LYV (Live Nation Entertainment Inc) , the worldโs biggest live entertainment company (behind Ticketmaster, global concert production & artist touring) has just agreed to acquire ๐๐๐ซ๐ข๐ฌ ๐๐ ๐๐ฬ๐๐๐ง๐ฌ๐ ๐๐ซ๐๐ง๐, Europeโs largest indoor venue, from Ovalto โ the holding company of French... Show More
$ALC.ZU (Alcon Inc.) 's attempt to acquire $STAA (STAAR Surgical Company) is officially over!
Alcon is a global leader in eye care (surgical equipment, vision care, ophthalmology devices)
STAAR Surgical is a more focused player, best known for its Implantable Collamer Lenses (ICL), used as an alternative... Show More
Dear copiers and investors,
๐๐๐๐๐ฉ ๐จ๐ง ๐ฆ๐ฒ ๐๐๐๐ ๐๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐! ๐
Strong outperformance of American and French markets! ๐ฉ
I was sharing with you my top picks for 2025... and they have delivered these amazing returns.
Biggest wins of the years have been $GOOG (Alphabet) ; $PLTR... Show More
Dear Copiers & Investors,
๐๐ฒ ๐ฉ๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐ข๐ฌ ๐ฎ๐ฉ +๐๐๐% ๐ฌ๐ข๐ง๐๐ ๐๐๐ง๐ฎ๐๐ซ๐ฒ ๐๐๐๐!
Quick update on my performance: ๐
- Strong outperformance of market during the last 10 months, my stock picking with a strong tech focus has performed well.
- French market is still affected... Show More
โ Dear copiers, happy to share these YTD results with you, and the rationale behind my recent portfolio adjustments ๐
๐๐๐ซ๐ค๐๐ญ ๐ฌ๐ข๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง: Markets have continued to increase, driven by Q2 results announcements. Especially in the US, companies have mainly beaten expectations for revenues... Show More
M&A news and rumors this Monday ๐
- $CA.PA (Carrefour SA) is said to continue to explore the possibility of Italian assets divestment. They would have names Rothschild as advisor
- $IVG.MI (Iveco Group N.V) would be under negociation to be sold by the main shareholder (family Agnelli). Tata motors... Show More
$9888.HK (Baidu Inc) ร $UBER (Uber Technologies Inc.) : agreement for Autonomous Vehicles
๐ค Multiโyear partnership to deploy thousands of Baiduโs ApolloโฏGo robotaxis on Uber in Asia & Middle East later in 2025
-> Baiduโs fleet: 1,000+ driverless vehicles, 11โฏM+ rides
๐ ๐ ๐๐ฆ ๐ ๐ก๐ฎ๐ ๐... Show More
๐จ $SNPS (Synopsys Inc) x $ANSS - Deal Approved by China ๐จ๐ณโ
$ 35B merger finally cleared after months of geopolitical suspense
- China gave conditional approval (must maintain fair access + contracts)
- Deal expected to close by July 17
- Huge win for Synopsys (SNPS): strengthens AI, EV, and chip... Show More
โ Dear copiers, happy to share these YTD results with you, and the rationale behind my recent portfolio adjustments ๐
๐๐๐ซ๐ค๐๐ญ ๐ฌ๐ข๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง: Markets have increased a lot these past weeks, reaching all-time high. This has been driven by trade negotiations resulting in less worse than expected.... Show More
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