Superfluous Value

Home
Archive
About
New
Top
Community
Superfluous Value on Tour: Ashmore Plc
Hi all, I guest wrote an article for my friend Olivier while he is enjoying a sunny August in Barcelona. I dig into UK fund manager Ashmore Plc, who…
 • 
Guy Davis
1
Brazilian Value: The Trade of the Decade
Value investing is often described as running towards the fire or seeking out disaster. Often, outstanding returns can be had as the market reverts from…
 • 
Guy Davis
29
CBD: When the Catalyst Is Slapping You in the Face
I recently made my first purchase for the year, buying a core position in Brazilian holdco Companhia Brasileira de Distribuição (CBD:NYSE). I believe it…
 • 
Guy Davis
4
2022 Portfolio Review
For calendar year 2022, the Superfluous Value portfolio fell 12.4%, essentially steady against the MSCI ACWI IMI which lost 12.5% (both in AUD). The…
 • 
Guy Davis
The Bubble Isn't Where You Think It Is
Just a short pre-Christmas note today. A number of market pundits have been giving the all clear to jump back in the pool now that crypto has been nuked…
 • 
Guy Davis
Petrobras: Pricing Amargeddon, With a Muddle Through Likely
I had to write a brief note about the panic whipped up by UBS’ downgrade of Petrobras, cutting its price target from R$47 to R$22 on fears of a policy…
 • 
Guy Davis
8
Let's talk about LILAK
“Overall, we believe that through our operational and inorganic progress, we are set to deliver meaningful adjusted free cash flow growth in the coming…
 • 
Guy Davis
8
Superfluous Value
Superfluous Value
Global, deep value investor based in New Zealand. Going where the flows aren't, searching for companies the market has left for dead. (@dodgingalpha)
Recommendations
View all 13
Exploring with Alluvial Capital
Exploring with Alluvial Capital
Dave Waters
Asian Century Stocks
Asian Century Stocks
Michael Fritzell
Clark Square Capital's Absolute Value
Clark Square Capital's Absolute Value
Clark Square Capital
Brazil Stocks
Brazil Stocks
Brazil Investor
The Superinvestors of Augustusville
The Superinvestors of Augustusville
Carsten Mueller

Superfluous Value

AboutArchiveRecommendationsSitemap
© 2023 Guy Davis
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing