Marc Siebel of Peacock Capital presented his in-depth investment thesis on Bigben Interactive (France: BEN) at European Investing Summit 2019.
Thesis summary:
Bigben Interactive is a French company focusing on digital entertainment. The business segments are Gaming, Mobile Phones, and Audio. While Bigben has been a video console gaming publisher for just a few years, it has been an exclusive partner for high-end video controllers for several years (Sony and Nintendo). Bigben also holds exclusive distribution agreements with smartphone manufacturers in France for accessories while also producing own-branded high performance accessories. In Audio, Bigben produces and markets products under the Thomson license, such as Bluetooth speakers and soundbars. Bolloré Group owns a 20% stake in the company.
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About the instructor:
Marc Siebel founded Peacock Capital GmbH in October 2012 after more than 12 years’ professional experience in institutional asset management. Since founding the company, he has acted as managing director and primary fund manager. The investment boutique pursues a dedicated “Value Investing” approach. Specifically the “pure” valuation approach of Benjamin Graham is combined with a dedicated Small & Mid Cap approach which includes meeting more than 300 companies in Europe every year.
After graduation with honours at University of Siegen and his studies at University of Tulsa, USA, he started his career as fund manager in 2000 at WestLB Asset Management. Managing more than EUR 1 billion he then focused on European small & mid cap stocks. In 2009 he moved to Lampe Asset Management as Head of Small Caps.
Marc Siebel has been award by Thomson Reuters` Extel Survey as one of the 30 fund managers in Europe from 2012 onwards.
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