Groupe Bruxelles Lambert Sa (GBLB BB): Synthetic Expert Call Transcript (02 Oct 2026)
Strategic Pivot to Direct Private Equity: Groupe Bruxelles Lambert (GBL) is actively transitioning from a passive, listed-asset holding company...
87 Views
Selected European HoldCos and DLC: September 2026 Report
Wide discounts, persistent premiums and shifting catalysts. We revisit Europe's main holding-company valuation gaps and where the next convergence...
112 Views
Selected European HoldCos and DLC: August 2026 Report
GBL and Porsche cheapened in August, while Investor remains above NAV. Vivendi's 55.5% discount offers the largest upside, but July's court ruling...
108 Views
Primer: Groupe Bruxelles Lambert Sa (GBLB BB) - Aug 2026
Strategic shift towards private assets, now representing 38% of the portfolio, aims to enhance long-term NAV compounding and value creation. A...
96 Views
GBL Q1: Execution Continues, Discount Stabilises Near Multi-Year Lows
GBL’s discount continues to tighten as private assets rise to 38% of NAV and balance-sheet risk disappears. Shares increasingly trade on execution...
144 Views