As an investor I like to look at the buys and sells of confirmed “gurus” with long track rekord. Unfortunately there are/I know little of them in europe. As my portfolio is now already very us biased i am searching for gurus in europe. These are the first ideas i have worth tracking:
GBL / Gérald Frère
Groupe Bruxelles Lambert (GBL), one of the first Belgian companies listed in Brussels since 1956 (NYSE Euronext Brussels), is the second largest holding company in Europe
Bolloré & Vivendi / Vincent Bolloré
Vivendi S.A.is a French multinational mass media company headquartered in Paris, France
Bolloré is a French investment and industrial holding group headquartered in Puteaux, on the western outskirts of Paris, France. The company, a paper-energy-plantations-logistics conglomerate, employs 28,000 people around the world.
Investor AB / The Wallenberg family
Investor AB is a Swedish investment company, founded in 1916 and still controlled by the Wallenberg family. The company owns a controlling stake in several large Swedish companies with smaller positions in a number of other firms.
LVMH & Dior / Bernard Arnault
LVMH Moët Hennessy Louis Vuitton SE, better known as LVMH, is a French multinational luxury goods conglomerate, headquartered in Paris, France.
Unfortunately I have no idea about a german listed company with a good capital allocation record and honest management.