Superfluous Value

Superfluous Value

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H1 2025 Portfolio Review
Over 5 years of Superfluous Value
 • Guy Davis
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.
 • Guy Davis
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…
 • Guy Davis
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).
 • Guy Davis
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.
 • Guy Davis
S4 Capital: When Knights Cry
Rules are made to be broken.
 • Guy Davis
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.
 • Guy Davis
Superfluous Value
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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Turtles Research
Turtles Research
IJW
Jam_invest
Jam_invest
Jam_invest
Stock Analysis Compilation
Stock Analysis Compilation
Stock Analysis Compilation
Clark Square Capital's Ultimate Value
Clark Square Capital's Ultimate Value
Clark Square Capital
Yet Another Value Blog
Yet Another Value Blog
Andrew Walker

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