Updates: STEF SA & Gerard Perrier SA (opens in new tab)

DISCLAIMER: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!! Summary In this update post, I look at two of my French stock positions, STEF SA and Gerard Perrier. For STEF, I reduced my position by 1% of the portfolio because of problems with the integration of newly acquired companies. In contrast, I increased my Gerard Perrier position