Sitemap - 2021 - Superfluous Value
Antero Resources: How to 20x Your Money (After a 96% Drawdown)
Barrick: The Best Hedges Are Those You’re Paid To Take
Ping An: Growing Like a Weed, Priced to Liquidate
Value Traps: The Price of Admission and Shinsei Bank
Saipem's H1 Results: A Brief Update
Gazprom: The Ultimate Inflation Hedge
Behavioural: The One True and Enduring Edge
Babcock International: An Inverted Short
NOV Inc: A Survivor With Leverage to the Energy Revival
Turkcell: You Just Wouldn't Find It This Cheap Anywhere Else
Chinese Bargains Thrown Out With The Tech Bathwater
Sins of Omission: Covid Edition
Saipem: Too cheap to Ignore, Safe Enough to Survive
13F Idea Generation: A Value Investor's Guide
Updating Micro Focus After a Strong Run
Telefonica Brasil: The Ultimate LBO Candidate
Emerging Market Risk Revisited: Petrobras