Mike Arnold
Value, growth at reasonable price, long only, tech

Vivendi: Flush With Cash And Focused On Media/Content

Vivendi (OTCPK:VIVHY) has long been one of my favorite event-driven ideas. After hitting decade lows in April 2012, the French conglomerate announced a new strategic vision, initiated the first steps of its transformation in 2013 and the holding company appears to have reached an inflection point in terms ...

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