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Thoughts of the Graoully or his Antagonist

https://graoully.substack.com/

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Latest post19 Oct 2026
HAL TrustA time of transitions (Rubis and HAL)-19 Oct 2026
RubisA time of transitions (Rubis and HAL)-19 Oct 2026
Umicore SAshort summaries (4)-16 Oct 2026
Ontex Group NVshort summaries (4)-16 Oct 2026
Wereldhave N.V.short summaries (4)-16 Oct 2026
Carmila S.A.short summaries (4)-16 Oct 2026
Mercialys SAshort summaries (4)-16 Oct 2026
PT Astra International Tbkshort summaries (4)-16 Oct 2026
Douglas AGA lady, liquor and leverage - short summaries (3)-15 Oct 2026
LEG Immobilien SEA lady, liquor and leverage - short summaries (3)-15 Oct 2026
Pernod Ricard SAA lady, liquor and leverage - short summaries (3)-15 Oct 2026
Oeneo SAA lady, liquor and leverage - short summaries (3)-15 Oct 2026
Rémy Cointreau SAA lady, liquor and leverage - short summaries (3)-15 Oct 2026
Eiffage SAShort summaries (2)-13 Oct 2026
7C Solarparken AGShort summaries (2)-13 Oct 2026
Interparfums SAShort summaries-10 Oct 2026
Interparfums, Inc.Short summaries-10 Oct 2026
Koninklijke BAM Groep nvShort summaries-10 Oct 2026
Twist Bioscience CorporationShort summaries-10 Oct 2026
Reinet Investments S.C.A.Short summaries-10 Oct 2026
Brederode SAShort summaries-10 Oct 2026
LVMH Moet Hennessy Louis Vuitton SEShort summaries-10 Oct 2026
Canal+ SAShort summaries-10 Oct 2026
Louis Hachette Group S.A.Short summaries-10 Oct 2026
Havas N.V.Short summaries-10 Oct 2026
Bolloré SEShort summaries-10 Oct 2026
Compagnie de l'OdetShort summaries-10 Oct 2026
DFI Retail Group Holdings LimitedShort summaries-10 Oct 2026
Jardine Matheson Southeast Asia LimitedShort summaries-10 Oct 2026
Jardine Matheson Holdings LimitedShort summaries-10 Oct 2026
LVMH Moet Hennessy Louis Vuitton SEj’adore... Dior-25 Sept 2026
Christian Dior SEj’adore... Dior-25 Sept 2026
Havas N.V.Ave Maris Stella-20 Aug 2026
Bolloré SEAve Maris Stella-20 Aug 2026
Universal Music Group N.V.Vivendi's 2026: four deadlines and a wedding?-13 Mar 2026
Bolloré SEVivendi's 2026: four deadlines and a wedding?-13 Mar 2026
Vivendi SEVivendi's 2026: four deadlines and a wedding?-13 Mar 2026
Universal Music Group N.V.Some weekend thoughts on Universal Music-15 Feb 2026
Vivendi SESummersault-19 Jul 2025
Telecom Italia S.p.A.The end of the Italian campaign-30 Mar 2025
Vivendi SEThe end of the Italian campaign-30 Mar 2025
Canal+ SAAre they buying?-16 Jan 2025
Louis Hachette Group S.A.Are they buying?-16 Jan 2025
Havas N.V.Are they buying?-16 Jan 2025