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Superfluous Value

Guy Davis

Global, deep value investor based in Australia. Going where the flows aren't, searching for companies the market has left for dead.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues79SubscribersRead superfluousvalue.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

S4 Capital: When Knights Cry

Rules are made to be broken. While I have generally followed a practice of backing away slowly from any company mentioning AI or TAM in recent times, this week I bought shares in a “tech-led, new age/new era digital advertising, marketing a...

15 days ago
8
6

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. And so it goes, Osisko Mining and Gold Fields today announced a deal for GFI to acquire Osisko and thereby gain 100% control of t...

3 months ago
9
13

H1 2024 Portfolio Review

For the first half of 2024, the Superfluous Value portfolio gained 14.2% in AUD. Since I began formally tracking my portfolio in Aug 2018, I have gained a cumulative 75.9% (also in AUD), closely in line with the MSCI ACWI IMI index.

5 months ago
39
9

Hysan Development: Maximum pessimism

Earlier this week I presented Mandarin Oriental as a low risk, special situation way to buy Hong Kong real estate. In contrast, today I will summarise my view of Hysan Development, a HK-listed developer with no special situation element at ...

6 months ago
22
4

Authors

The writers behind this newsletter.

  • Guy Davis

    Deep value investor. Hoping it works one day.

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