Superfluous Value

Fundamental research focused on overlooked companies and special situations.

I am looking for high quality companies trading at attractive valuations. I analyze companies & evaluate their merits. I also host a podcast where I answer Q&A and interview investors.

Thoughts & Ideas on investing with a focus on global small, micro and nano caps and special situations.

Fundamental research on energy, industrials and other problem children. Should not be taken as investment advice. Author may have position in stocks discussed. Do your own due diligence.

Join me on my quest to find cheap stocks around the world. And to find that bottom turtle.

The most complete coverage of Emerging Markets opportunities. Plus free access to my Developed markets compounders picks.

Curating top stock ideas from quarterly fund letters and newsletters

Investing and special situations in Scandinavia

Value Investing in Real Life | Intended for a Sophisticated Audience | Former PM & equity analyst, featured on Nikkei

Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields

Capital earns a high return when it is scarce

A walkthrough of market issues and actionable investment ideas by Open Square Capital, an asset management firm with a thematic investment approach.

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

I like to write on investing. Focus on individual stocks, but will try to put some more general worldly wisdom in the articles as well. If you want something covered please contact me. Nothing on this blog is personal investing advice.

In search of value in the market's forgotten corners.

Value Investing, Life/Philosophy and Classical Music Explained

Gator Capital's Thoughts about Financials