The Monday Brief
Strategic Intelligence Delivered Weekly
Each Monday, a curated deep-dive into French business systems, investment opportunities, and arbitrage strategies. Data-driven analysis for investors, entrepreneurs, and decision-makers worldwide.
Week 42: Luxury Arbitrage & The China Premium
The luxury arbitrage opportunity: acquiring French brands at structural discounts, exiting at international multiples.
This Week's Highlights
- French luxury brands trade at 60-80% discount vs Asian valuations
- Buy-systemize-export playbook: 3-5x returns in 24 months
- Why Chinese buyers pay premium for 'Made in France' heritage
Past Editions
Week 41: The €200B Succession Crisis & Investment Opportunity
France's silent succession crisis creates once-in-generation M&A opportunity for international investors.
- 250,000 French SMEs need buyers by 2030—€200B+ value at stake
- Why 73% are structurally untransferable (and what that means for investors)
Week 40: Capital Efficiency & The French Unicorn Advantage
Capital efficiency isn't weakness—it's competitive advantage. Data proves French startups build better unit economics.
- French unicorns raise €5M when US equivalents raise €50M—and win
- Burn multiple 0.6x vs 1.4x: French startups 2.3x more capital efficient
Week 39: French Engineer Arbitrage & Talent Strategy
The talent arbitrage opportunity: accessing world-class French engineering at fraction of US cost.
- French engineers deliver same output at 1/2.5x Silicon Valley cost
- Why resource constraints breed superior engineering culture
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