Vivendi is unlocking a ton of value by aggressively restructuring itself and investors will do well by coming along for the ride, says David Marcus, portfolio manager for the Evermore Global Value Fund. Marcus is also bullish on German industrial giant Thyssenkrupp, saying it is shifting away from steel production where there is too much capacity into better performing businesses. Finally, Marcus is positive on the Bollore Group because the French conglomerate, which also holds a stake in Vivendi, is constantly seeking new profitable businesses to explore.

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