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Franco Gianotti

Value investing and special situations.

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Fountaine Pajot ($ALFPC)
Posted inValue

Fountaine Pajot ($ALFPC)

Posted by Franco Gianotti January 29, 2025
Today I shared this French Microcap (€166M market cap) that designs and builds luxury catamarans. I…
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A bargain in a spin-off: Havas NV
Posted inSpecial Situations Spin-off

A bargain in a spin-off: Havas NV

Posted by Franco Gianotti January 25, 2025
This is my first special situation position! And I wrote this at 15 December but…
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