Substack · French Hidden Champions
UMG (AMS:UMG) : the most important asset of the Bolloré galaxy could be attractive
Even more so with a Bolloré touch in capital allocation
Since publication +10.9% α +9.2 pp vs AEX · EUR
Europe · 2 entries · 2 publications
UMG.AS
Universal Music
- Entries
- 2
- Bullish
- 0
- Bearish
- 0
- First
- Apr 27, 2026
- Latest
- Sep 4, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on UMG.AS 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.
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Newest to oldest- September 2026 1 entry
- April 2026 1 entry
Substack · The Sleepwell Strategy · Francisco Amador | Sleepwell
An Open Letter to Universal Music Group and Pershing Square
Pershing's proposed transaction is a good start, but it's probably not enough
Since publication UMG.AS −20.1% α −32.4 pp vs AEX · EUR
There are 3 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →
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.