A few days ago, I joined my friends at
to record a podcast about one of my portfolio companies, Pluxee. In this podcast we dove deep into the business model, competitive advantage, industry and valuation of this newly spun off French company.You may have already read my analysis on Pluxee from last March (here is the fundamentals article), but I’m sure you’ll learn something new via the audio format. You can read the analysis of The Dutch Investors here. We also discussed Edenred, which you can read more about here.
Our previous podcast episode on Robertet can be found here.
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