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Yet Another Value Podcast
First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail
Nov 23, 2024
Eric Speron, Managing Director and Portfolio Manager at First Foundation, shares his insights on Lagardere SA, an international group with diverse operations. He highlights the upcoming spinoff from Vivendi, exploring its implications. The discussion dives into the financial potential of Lagardere's publishing and travel retail sectors, emphasizing growth opportunities and market dynamics. Speron also examines the unique challenges faced in the evolving landscape of book publishing and airport retail, showcasing his investment thesis for savvy stakeholders.
50:48
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Quick takeaways
- Eric Speron highlights the intriguing investment potential of Lagardère SA, notably through the upcoming spin-off by Vivendi, which could enhance shareholder value.
- The podcast discusses the contrasting but complementary market opportunities in Lagardère's publishing and travel retail segments, emphasizing their significant financial contributions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode