sarria live model
sarria analysis
corporate filings

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.

 

Capital Structure - 09 Oct 25

Fundamentals - 09 Oct 25

Valuation - 09 Oct 25

Follow the Cash - 09 Oct 25

Investment Discussion - 09 October 25

 

Presentation

 
SARRIA News -INTU
Wolfgang Felix
Worldline - comment
Wolfgang Felix

The company has closed the sale of its MeTS division for the announced €410m. The liquidity will give the company much

Wolfgang Felix
Fedrigoni Client Call and Presentation are now available on the website
Martha Felix
Fedrigoni Client Call and Presentation are now available on the website
Martha Felix

Fedrigoni Client Call and presentation are now available on Fedrigoni’s page.

Martha Felix
Wolfgang Felix
Worldline - comment
Wolfgang Felix

Oh well. We are staying short the Worldine ‘27s today, a position we entered at 86.5c/€ early last month. Clearly, we should have closed out 10 points ago, but

Wolfgang Felix
Worldline - comment
Wolfgang Felix
Worldline - comment
Wolfgang Felix

Q3 revenues were on target. Management had a useful slide explaining the structure of the overdraft cash pooling / upstream loan - largely in line with

Wolfgang Felix
Worldline Idea Pitch Video Now Available
Wolfgang Felix
Worldline Idea Pitch Video Now Available
Wolfgang Felix

Worldline Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Worldline page.

Wolfgang Felix
Worldine Client Call and Presentation are now available on the website
Martha Felix
Worldine Client Call and Presentation are now available on the website
Martha Felix

Worldline Client Call is now available on Worldline’s page.Pasubio’s page.

Martha Felix
Worldline - Of Overdrafts and Pies - Model Update - Positioning
Wolfgang Felix
Worldline - Of Overdrafts and Pies - Model Update - Positioning
Wolfgang Felix

Please find our updated analysis here. 

On our credit call yesterday, we decided that before going long the name at some point in the future, we would go short for the next two months. Names are

Wolfgang Felix
Wolfgang Felix
Worldline - comment
Wolfgang Felix

Worldline continues its management reshuffle (previously announced in August) with the appointment of Madalena Cascais Tomé as

Wolfgang Felix
Worldline - Almost there - Initiation
Wolfgang Felix
Worldline - Almost there - Initiation
Wolfgang Felix

Please find our initiation of Worldline here.

The Wirecard scandal sits deep in everyone’s mind, even if unspoken of in this context; despite negative press and widespread investigations, it is

Wolfgang Felix