Paris, France - meetup

[Tembusu]

Hello everyone,

 

I am a French private value investor, living in Paris. Is there anyone who is / will be in Paris in the coming days or weeks, and would like to meet ?

 

To briefly introduce myself, I would consider my investment strategy to be deep value, mostly focused on french small and mid caps, but I also occasionally like to buy GARP companies with a safe balance sheet, which I buy when they appear cheap (first one was LVMH, right after the Brexit referendum (06/2016), and the latest one is EssilorLuxottica (04/2019), which I bought just below 100€ per share when the governance crisis between Hubert Sagnières and Leonardo Del Vecchio was making its way in the national newspapers). Recently, I bought a few japanese small caps, realizeing how cheap the market was there (negative EV/EBITDA is commonly observed in Japan).

 

Looking forward to meeting you,

 

Tembusu