Superfluous Value

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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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)
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