Superfluous Value
Guy DavisGlobal, deep value investor based in Australia. Going where the flows aren't, searching for companies the market has left for dead.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 84 | Subscribers | Read | superfluousvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
H1 2025 Portfolio Review
For the first half of 2025, the Superfluous Value portfolio gained 24.9% in AUD. Since I began formally tracking the portfolio in Aug 2018, it has gained a cumulative 140%, outperforming the MSCI ACWI IMI’s return of 106.9%. The Aussie Doll...
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. But the thesis hasn’t played out as hoped and the time has come to make way for better opportunities.
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 it. I wrote up Ashmore Plc for my friend Olivier at Emerging Value around 18 months ago...
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).
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Authors
The writers behind this newsletter.
Deep value investor. Hoping it works one day.
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