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Carson C Block · research-note

Bolloré SA (BOL FP)

26 pages · 3 arc beats · 2 loops

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Bolloré SA (BOL FP)

Carson C Block · 2015-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 10 total
Metadata
Components
Metrics
Tools
Frameworks
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Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits
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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
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Solution 6 slides 100% 6/6 slides 100% 6/6 slides · 52 hits
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33.3% 2/6 slides
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Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
Standard legal boilerplate for investment research.other
Open slide detail
02
This is a research note from Muddy Waters, LLC.summarize
Open slide detailBeat · ProblemLoop · Voice Of Customer
03
The slide uses a 'Breton Pulleys' metaphor to describe the circular ownership structure.summarize
Open slide detailBeat · ProblemLoop · Voice Of Customer
04
The slide uses a hypothetical corporate structure diagram to explain the mechanics of dividend distribution in a circular ownership model.illustrate_case
Open slide detailBeat · Market Size
05
The slide highlights the complexity of BOL's corporate structure, noting that it involves 'circles within circles' and requires specialized programming rather tanalyze_data
Open slide detailBeat · Market Size
06
The chart illustrates a highly layered holding structure with numerous cross-shareholdings and minority interests.analyze_data
Open slide detail
07
The slide uses a complex diagram to illustrate the multi-layered ownership of Financière Moncey, a subsidiary of BOL.illustrate_case
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08
Includes historical narrative, a performance table, and a description of the CEO's investment philosophy.summarize
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09
The slide provides historical context for Bolloré's reputation as a corporate raider, citing specific financial maneuvers and board conflicts.appendix
Open slide detail
10
Contains footnotes referencing specific financial transactions and historical events.appendix
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11
Includes a footnote referencing a Redburn research report from 2014.show_valuation_bridge
Open slide detailBeat · SolutionLoop · Mece Breakdown
12
Page 12 of 26. Contains multiple tables: Revenue, Growth, Financial Metrics, Estimated Ports performance, and Valuation multiples.analyze_data
Open slide detailBeat · SolutionLoop · Mece Breakdown
13
Includes references to specific port concessions and revenue breakdown (THC, port entry, services).analyze_data
Open slide detailBeat · SolutionLoop · Mece Breakdown
14
The slide is a dense text-based research note detailing operational strategy, financial performance, and market dynamics for BOL's port and logistics business.summarize
Open slide detailBeat · SolutionLoop · Mece Breakdown
15
Includes a historical financial table for the energy segment and valuation rationale.show_valuation_bridge
Open slide detailBeat · SolutionLoop · Mece Breakdown
16
The table shows EBITDA multiples sensitivity. The text provides business descriptions for Bolloré Énergie, Blue Applications, Blue Car/Autolib, and Blue Storageshow_valuation_bridge
Open slide detailBeat · SolutionLoop · Mece Breakdown
17
Includes a table of public company holdings and detailed footnotes regarding Havas ownership history.analyze_data
Open slide detail
18
The text provides detailed background on corporate governance and investment history for three major entities.other
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19
Contains footnotes referencing specific news sources and financial data points.summarize
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20
This appears to be a continuation of a text-heavy research note.analyze_data
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21
Data sourced from Bloomberg; includes adjustments for abnormal items to arrive at normalized income.analyze_data
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22
Source: Bloombergappendix
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23
Data sourced from Bloomberg.analyze_data
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24
Data sourced from Bloomberg; includes revenue, operating income, goodwill, D&A, capex, and operational metrics like employee count and cargo handled.analyze_data
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25
Data sourced from Bloomberg.appendix
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26
The diagram uses a legend in the bottom right to define entity abbreviations and circular ownership.appendix
Open slide detail