BOIVF News and Press, Bollore SA From 08/08/22

Yacktman's 13F equity portfolio value decreased from $11.21B to $9.64B this quarter. Yacktman Asset Management added Warner Bros. Discovery and Embecta Corp. while decreasing Sysco Corporation and Coca-Cola Company. Yacktman’s largest five stakes are at ~31% of the portfoli...

While the Tweedy, Browne Funds were not immune to the challenges during the quarter, they, for the most part, held up much better than their benchmark international and global indices. It is impossible, of course, to know whether markets have hit bottom, but if the past is prologue co...

Our second-quarter letter explores the primary driver of our recent performance: large gaps between trading consensus and reality. We have continued to refine this ranking framework, and we explain further in our short 3.5-page letter. Read our Q2 2018 letter to investors Read more ...

Despite a heavy setback in Vivendi's ( VIVHY +0.5% ) move to control a number of Italian media/telecom investments, billionaire Vincent Bollore ( BOIVF +1.6% ) says the company will keep its investments in the country . More news on: Vivendi SA ADR, BOLLORE INVESTISSEMNT ORD, Telecom ...

Our first quarter letter for 2018 explores how our approach to investing allows us to find assets that are systematically shunned by our peers, despite having very high-quality Read more ...

Vivendi ( VIVHY +3.6% ) Chairman Vincent Bollore ( OTCPK:BOIVF ) is handing off the reins to his son. More news on: BOLLORE INVESTISSEMNT ORD, Vivendi SA ADR, Bollore, Global news and forex, Tech stocks news, Read more ...

Elliott Management is pressing its board fight at Telecom Italia ( TI +0.2% ) with an increased stake and new support from shareholder advisory firms. More news on: Telecom Italia S.P.A., Vivendi SA ADR, BOLLORE INVESTISSEMNT ORD, Tech stocks news, Global news and forex, Stocks on the mo...

We get by with a little help from our friends. The back-testing for this article was done by our dear friend, Ehren Stanhope who writes a great blog, factorinvestor.com . This is the first of what we hope will be many collaborations with Ehren, and we thank him for his generous data-cr...

With a mass resignation on the board at Telecom Italia (NYSE: TI ), the company's vote on board makeup will be delayed to May 4 from a previously scheduled April 24. More news on: Telecom Italia S.P.A., Vivendi SA ADR, BOLLORE INVESTISSEMNT ORD, Tech stocks news, Global news and forex,...

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