Who runs this, and why.
A working investor publishing the discounted-cash-flow analysis behind the small caps actually held in the portfolio. Brick-by-brick.
01 The site
finance.jiliac.com is a personal research notebook made public. Every report here was built before any position was taken — not after, and not as a sales document. The reason to publish at all is that being public is the cheapest accountability mechanism I've found. Bad calls stay on the page.
02 Who
Valentin · Paris-based · technical operator by day, valuation obsessive by evening. Trained on Damodaran's corporate finance course and the underlying datasets it draws from.
03 Disclaimer
Nothing on this site is investment advice. Every valuation is an opinion built on a chain of assumptions any of which could be wrong. The author may hold positions in the companies discussed and may add to or exit those positions at any time without notice. Past calls are not predictive of future calls. Do your own work.
All figures are taken from public filings as of the date on the report. They are not refreshed afterward — a report from 2026-05-24 reflects the world on 2026-05-24, not today.