Substack · DualEdge Invest
Edenred Valuation: Two lenses. One €12.44 disagreement.
A moat can keep competitors out. It cannot keep politicians out.
Since publication −10.2% α −1.6 pp vs CAC 40 · EUR
Europe · 3 entries · 2 publications
EDEN.PA
Edenred
- Entries
- 3
- Bullish
- 0
- Bearish
- 0
- First
- Sep 23, 2025
- Latest
- Aug 16, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on EDEN.PA at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeTimeline
Newest to oldest- August 2026 1 entry
- January 2026 1 entry
Substack · Moat Mind
Position Increase: Edenred (EDEN.PA)
I'm increase my position in Edenred (EDEN.PA) by 100%, effective as of today’s close (January 2nd).
Since publication +34.3% α +38.5 pp vs CAC 40 · EUR
- September 2025 1 entry
Substack · Moat Mind
New Position - Edenred (EDEN.PA)
Opening a new small position in Edenred (EDEN) as of today’s close, September 23, at the current price levels, representing 2.4% of the portfolio.
Since publication +23.2% α +23.5 pp vs CAC 40 · EUR
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.