Vivendi S.A. 1

Vivendi S.A. from france is one of the view guru-controled-companies i know from europe. They are in an transformation process since Vincent Bolloré bought a big stake in the company.

From Wikipedia:

Vivendi S.A. (formerly known as Vivendi Universal when they where in partnership with Universal Studios) is a French multinational mass media company headquartered in Paris, France.[6] The company has activities in music, television, film, video games, telecommunications, tickets and video hosting service.

The business segments of vivendi are basicly Universal Music & Chanal+

vivendi revenue_2015

vivendi EBIT_2015

One importand thing in valueing vivendi clearly is the net cash position  of 6,422 Billion € (non-GAAP)- and of course the ability of Vincent Bolloré as CEO to put that cash to work – but more on that later.


Notable quotes form the ProfitlichSchmidlin report:

  • Erstens verfügt Vivendi über eine Nettoliquidität von etwa 8€  je Aktie
  • kaufte Vivendi in den letzten Monaten 6,3 % der ausstehenden Aktien zurück und schüttete im ersten Quartal eine Dividende von über 5 % aus.
  • Vielmehr stimmte uns die Entwicklung des Musikstreamings optimistisch
  • Pay-TV vor allem im französischsprachigen Teil Afrikas ein hohes Wachstum und eine attraktive Profitabilität aufweisen

ProfitlichSchmidlin-Fonds-Q9-Bericht1 (see page 3)

vivendi 2015 annual report

vivendi 2015 financial report

vivendi march 2016 shareholder newsletter

profitlich schmidlin präsi


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