Show Notes
A French technology champion which has undergone a valuation de-rating and merits investor attention.
Presented by Edward Chancellor with Jordane Guillot, an investment analyst.
For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
More from The Capital Cycle Podcast
Sep 30, 2026
Deals based on dreams in the AI world versus cash transactions in the Old World.
Aug 28, 2026
While the capital cycle in autos appears dire, auto glass-making looks altogether different.