A lot of you have asked for merch, so we've decided to do something special to close out the year. We're giving away three ultra-limited shirts to three lucky winners. To participate, repost this thread within the next 24h (and follow us so we can DM you).

📺Nouvelle vidéo 🚙Analyse de Trigano youtu.be/tFqJY31TFhY ❤️et RT 💥 Merci ! 📜Sommaire ✅L'activité de Trigano ✅Résultats 2024 ✅Perspectives 2025 et après ✅Astuces pour suivre la société ✅Valorisation

Pour les fêtes de fin d'année, nous offrons 3 cadeaux par tirage au sort !🎄🎅 Pour participer : ▶️nous suivre + like + retweet de ce post Les cadeaux 🎁 : ⭐️Un abonnement "Offre Premium" (6 mois) ⭐️Un abonnement "Offre Hebdo Inside" (6 mois) ⭐️Une caisse de 6 bouteilles

$PRO Another takeover (by Sofina and Portobello) at ridiculous price (18x EV/EBIT 2025) for an high-quality business with ROCE >200%. Quality small and mid caps are gradually disappearing in Europe

$MOUR 🇧🇪 2024 Results Rev -4% (186,34M€) EBIT - 3,5% (29,109M€) Net income +0,2% (24,422M€) Book-to-bill 0,62 Order book 361M€ (+8%) Net cash 119,6M€ (+ 19,8M€) Ordinary dividend 12,50€ (+13,6%) + special dividend of 5€ for the next 3 years EV/EBIT 3,1 PER 8,6 ROE 19.58%

$evo $evvty Strong growth for EVO in March ! Still better than the competitors.

OPA à 29 euros par Legrand ! Bravo à ceux qui en ont ! Toujours intéressant de voir les valorisations quand le majoritaire est vendeur et non acheteur. Le travail est tout de suite plus simple pour l’expert indépendant !

News of $EIS (ex-Euroconsultants) 🔹 Joining ATHEX Technology sector 🇬🇷 🔹 Secured strategic 🇿🇦 project with IASP & VUT 🔹 Active in 🇬🇷 defence & dual-use tech (€400k portfolio) 🔹 Driving EU innovation (EIT Urban Mobility, OBI) 🔹 Targeting increased institutional ownership

🚨 New deep-dive 🚨 A hidden European gem in B2B software: ✔️ High-margin SaaS ✔️ 60%+ recurring revenue ✔️ 26%+ CAGR through 2028 ✔️ Founder-led with skin in the game ✔️ Undervalued vs. peers (EV/EBITDA 12.9x) investacadmiepaul.substack.com/p/a-profitable…

$EIS.AT I just posted the first public whriteup of European Innovation Solutions S.A. It’s a Greek consulting Micro-Cap doing buybacks and dividends after a real estate sale,trading at EV/EBITDA of 4.4. Check the link in my bio.

Investing the Kahneman way 🧠 - July portfolio letter: +20.9% YTD by applying System 2 thinking : patience, fundamentals, discipline. - Focus: high-ROE European small/mid caps at reasonable valuations. 📈 Full details & July trades ⬇️ [🔗open.substack.com/pub/investacad…]

Bang Bang Bang ‼️ $ILYDA.AT Deep Dive 💥 My best Piece so far, Enjoy, Link in the Bio Dont forget to follow!