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 | 87 | Founded | 5 years ago | Last Issue | 4 months ago |
| Active | |||||
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superfluousvalue.substack.comLatest Issues
Thoughts on Jardine Matheson
I wanted to update readers with some brief thoughts on Jardine Matheson and how the risk/reward has shifted with the rising share price.
Lincoln Pan on Bloomberg
I encourage you to watch this short interview with Jardine’s new CEO Lincoln...
2025 Portfolio Review
For calendar year 2025, the Superfluous Value portfolio gained 51.7%, outperforming the MSCI World which rose 13.3% (both in AUD). In USD, the portfolio returned 64%.
Since I began formally tracking my portfolio in Aug 2018, I have gained...
UK Smalls Update
A brief blog update
I hinted earlier this year that I might add a paywall to the site, but have decided not to go down that path. I’m simply not motivated enough and don’t think I have enough excellent ideas to fill a writing schedule. My...
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 123.4%. 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.
It’s the...
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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Deep value investor. Hoping it works one day.
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