Ross Levin, Director of Research at Arbiter Partners, joins the podcast for the second time to discuss betting on French compounding legend, Vincent Bolloré: Bolloré SE and Compagnie de l'Odet.
For more information about Arbiter Partners, please visit: https://arbiterpartners.net/
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[2:36] What are Bolloré SE and Compagnie de l'Odet and why are they interesting to Ross
[12:18] Asset value / share count
[16:46] Why (in Ross' opinion) is this an alpha opportunity and why now
[23:03] Betting on compounding legend, Vincent Bolloré
[27:40] Risk of getting "Icahn'd"
[32:20] Share re-purchases / capital allocation
[39:31] French regulatory risk
[41:41] What's the path for l'Odet
[45:42] Vivendi
[50:38] Anything else that investors should be looking out for here? Follow on re: capital allocation scenarios
[54:57] Ross' quick thoughts on CCIs and France overall
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