
What smart money is saying about Bolloré SE
5 funds in our archive have pitched Bolloré SE — most recently East 72 Dynasty Trust in March 2026.
Bolloré SE engages in the transportation and logistics, communications, and electricity storage solutions businesses in Asia, Africa, the Americas, the Asia-Pacific, and internationally. It operates through Transportation and Logistics, Oil Logistics, Communications, and Electricity Storage and Systems segments. The company offers freight forwarding, railroad, and port services; and distributes and warehouses oil products. It also provides advertising, and communication consulting services; owns and publishes Cnews, a French daily newspaper; provides ticketing and venue services; acts as a pay-TV operator; and operates Mac-Mahon cinema theaters. Further, it develops batteries based on Lithium Metal Polymer technology for use in electric buses, as well as in stationary applications; energy storage solutions; and plastic films for capacitors, and shrink-wrap packaging films, as well as offers Bluebus electric buses. Additionally, the company designs, products, and markets solutions for passenger air and rail transport networks; integrates identification, tracking, and mobility solutions for logistics contractors, industry, and transport; develops terminals, electric charging points, and identification and geolocalization systems; operates shuttles; offers Bluecar electric vehicles and digital transformation solutions; provides equipment to control pedestrian and vehicles; and develops, deploys, and operates point-to-point car sharing solutions. The company was founded in 1822 and is based in Puteaux, France. Bolloré SE is a subsidiary of Financière de l'Odet SE.
Fund coverage · 5 theses
- East 72 Dynasty TrustMarch 2026
Bolloré SE is a cash-rich conglomerate with a significant UMG stake and potential value realization via special dividends, strategic UMG transactions, and ongoing buybacks amid a deep discount to liquidation value.
Read the full thesis - Highwood Value PartnersDecember 2025
Bolloré SE is a Paris-listed holding company trading below cash with UMG/Vivendi assets and multiple value-creation levers via ongoing structure simplification and buybacks.
Read the full thesis - AMG Yacktman FundSeptember 2025
Bolloré is a simplified investment with strong underlying value from Vivendi and Universal Music Group, poised for significant upside given its attractive NAV compared to its current share price.
Read the full thesis - East 72 Dynasty TrustSeptember 2025
Bolloré is experiencing a significant decline in valuation due to corporate missteps, a complex asset ownership structure, and legal uncertainties, impacting investor confidence despite stable performance in some key investments.
Read the full thesis - Palm Harbour CapitalDecember 2024
Bolloré SE is a holding company with diverse stakes in major entities including UMG, Canal+, Louis Hachette, Havas, and a €6 billion cash reserve, operating under a complex ownership structure that results in significant share discounts.
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