Substack · The Value Pond · Juan - The Value Pond
Vusion (EPA: VU) — Walmart's long shadow
Priced to scale, in a mid-term shrinking reality.
Since publication VU.PA −1.4% α +5.7 pp vs CAC 40 · EUR
Europe · 1 entry · 1 publication
VU.PA
- Entries
- 1
- Bullish
- 1
- Bearish
- 0
- First
- Jul 22, 2026
- Latest
- Jul 22, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on VU.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.
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Newest to oldest- July 2026 1 entry
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.