Amazon, Netflix, FICO… Nos Actions à Surveiller pour 2026 ! (FFP84)

from Focus Fondamental · host Focus Fondamental

Faut-il abandonner les dividendes pour la stratégie Quality ? Découvrez pourquoi Roman Paillet a pivoté vers la "crème de la crème" des actions après des erreurs sur des piliers comme 3M. Au programme : l'incroyable pricing power de FICO, la thèse Amazon 2026 et l'alerte de Mathieu sur l'opacité comptable de Netflix. 👉 S’inscrire à la rencontre FFP : https://www.billetweb.fr/rencontre-ffp-q1-2026 👉 Essayer Baggr (14 jours gratuits) : https://baggr.fr/focus-fondamental-podcast👉 Hugo - IQ Invest : https://www.youtube.com/@IQ-Invest 👉 Mathieu J : https://www.youtube.com/@MathieuJ_TV 👉 Roman Paillet : https://www.youtube.com/c/RomanPaillet Bienvenue dans ce nouvel épisode de Focus Fondamental, où nous recevons Roman Paillet pour un débat sans filtre sur le stock picking de haute précision. Dans cet épisode, nous explorons l'évolution d'une stratégie d'investissement, du rendement passif pur vers la recherche d'entreprises aux avantages compétitifs indestructibles. Roman partage son parcours d'investisseur débuté en 2017. Après avoir subi des coupes de dividendes sur des entreprises historiques comme VF Corp ou l'effondrement de 3M, il explique pourquoi l'historique de versement ne suffit plus pour garantir la sécurité d'un portefeuille. Méthodologie et Philosophie : - Le concept de "Buy and Watch" : Surveiller ses lignes plutôt que de les garder aveuglément. - Gestion d'un portefeuille de 1 000 000 € avec seulement 11 positions concentrées. - Débat sur la valorisation : Quel PER payer pour de la croissance pérenne ? #Bourse #Investissement #Amazon #FICO #StockPicking #QualityInvesting ⚠️ AVERTISSEMENTS : Les informations présentées dans cette vidéo sont fournies à des fins éducatives uniquement. Elles ne constituent en aucun cas un conseil financier ou une recommandation d’achat, de vente ou de détention d’actifs financiers. Avant de prendre toute décision d’investissement, veuillez consulter un conseiller financier agréé. Les investissements comportent des risques, y compris la perte totale ou partielle de capital. Les performances passées ne garantissent pas les résultats futurs. Vous êtes entièrement responsable de vos décisions d’investissement.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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This episode is 2 hours and 17 minutes long.

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This episode was published on January 5, 2026.

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