Vincent Bolloré, a renowned French business magnate, discusses his remarkable investment journey and the evolution of Bolloré SE and Compagnie de l'Odet. He shares his insights into the competitive investment landscape and why his firms present unique alpha opportunities now. Risk factors like potential regulatory challenges and corporate strategies, including share repurchases, are examined. The conversation also highlights Vivendi's valuation and its key assets, offering listeners a deep dive into the complexities of French capital management.