Get well soon! 🙂

Yes, the multiple is still quite high given the growth prospects for next few years, however for LT I would definitely prefer $OR.PA compared to let's say Elf or $EL turnaround (perhaps EL might be interesting when we see some evidence of changes)

Yes, $OR.PA at circa 320e seems compelling to buy at least starter position.

I also hold a position in them, I don't think that it is now super cheap, but if you manage to buy shares under 90e, it seems like a pretty fair deal to me.

Perhaps good news for $TFF.PA? 🙂 www.reuters.com/business/ret...

I would add Novo Nordisk, Lifco, Momentum Group

#212 Tony Deden - Master Value Investor - State of the Markets (podcast) 01:37:13 - Email: TD (at) edelweissholdings.com (replace at with @ - we share in this format to prevent bots scraping for emails and causing spam) Media P…

www.listennotes.com/podcasts/sta...
hat tip to @frvalue.bsky.social

Do you happen to have the link for the 2nd one somewhere, please? I would definitely check it as well.

I'm in the middle of the interview and it is a very good talk 👍

It seems that it doesn't sell in my country 😕 But I would definitely try this as I like Cointreau (mostly with tequila, but that's a different story... 😅)