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UK Smalls Update
There's really no price too low
Dec 22, 2025
•
Guy Davis
30
33
6
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H1 2025 Portfolio Review
Over 5 years of Superfluous Value
Aug 3, 2025
•
Guy Davis
28
11
3
Telefonica Brasil: Moving On
Long-term readers will know I have held Telefonica Brasil (Vivo) for four years and been loudly bullish on the company at times.
Jun 9, 2025
•
Guy Davis
10
5
1
Buying Ashmore and CKH Update
One of the most frustrating things about writing investment research is when you do good work and the stock goes up, but you forgot the bit about buying…
Mar 8, 2025
•
Guy Davis
27
17
5
2024 Portfolio Review
For calendar year 2024, the Superfluous Value portfolio gained 24.8%, underperforming the MSCI ACWI which rose 28.3% (both in AUD).
Feb 9, 2025
•
Guy Davis
23
13
3
Noteworthy UK Carnage
The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.
Nov 12, 2024
•
Guy Davis
23
12
4
S4 Capital: When Knights Cry
Rules are made to be broken.
Nov 6, 2024
•
Guy Davis
13
6
1
The Osisko Buy-Out: A Bittersweet Bird in the Hand
One of the unfortunate occurances of value investing are your portfolio companies being taken out too cheaply.
Aug 13, 2024
•
Guy Davis
9
13
2
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Superfluous Value
Global, deep value investor based in Australia. Going where the flows aren't, searching for companies the market has left for dead.
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