LongORA.PAJun 2026
Orange S.A.
Ariel views Orange as becoming a more predictable and cash-generative telecom business with improving earnings visibility. The thesis is supported by strength in France, growth…
ORA.PA
1 published idea on Orange S.A. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Orange S.A.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Ariel views Orange as becoming a more predictable and cash-generative telecom business with improving earnings visibility. The thesis is supported by strength in France, growth…