Europe value investing

Original Reddit post

Author shares European value investing picks: Amundi, Quadient, and Latecoere, with brief rationales for each.

AMUN.PA — LONG The author argues Amundi is valued like a bank on P/E and other metrics, but its growing asset management business makes it an attractive play with solid upside. The mechanism is that people who don't pick stocks tend to invest through Amundi funds, driving growth in the asset management side. No specific catalyst or risk is stated.

from P/E and everything it seems to be valued as a bank but it has growing asset management side of business so it seems like really attractive play with solid upside

QDT.PA — LONG The author argues Quadient's obsolete mailing business funds its new digital services segment, and the company has fundamentally good business strategies and is shifting well while still profiting from its former model. No specific catalyst or risk is stated.

their obsolete mailing side seems to fund their new digital services parts and i think that they have fundamentaly good business strategies and are shifting well while still profiting from their former business model

Unpriced research observations (excluded from Calls and Returns):

LAT.PA — LONG The author argues Latecoere, now a penny stock but a rather huge company, is turning course for better days, growing earnings while improving margins. No specific catalyst or risk is stated. resolved_entity_name_mismatch

Now a penny stock but rather huge company that is turning course for better days - they are growing earnings while improving margins and seem to be heading good way