Research from Superfluous Value, Superfluous Value

Superfluous Value

Research from Superfluous Value

Stock selection has rarely been as important as it is today. After a roaring decade for US markets and with signs of mania everywhere, the S&P 500 as over-priced as it has ever been.

But, there is better way. Superfluous Value is a contrarian, deep-dive into the markets forgotten by the 60/40 instos and indexing, momentum chasers. Where the hot money has long moved on, it leaves behind investments offering great safety and prospective returns.

I believe the 2020s will look diametrically opposite to the recent past, with Emerging Markets, the UK, Japan and commodities set to rip and I intend to be holding the best opportunities available as they do.

Please feel free to come along on the journey.

Contrarian Deep-Dive into the Markets

Thematic (Sector/Industry)

<ul>
<li>Value investing is often described as running towards the fire or seeking out disaster.</li>
<li>Often, outstanding returns can be had as the market reverts from total capitulation, to merely bad.</li>
<li>In the case of Brazil today, an investor is paying capitulation pricing for prospects that are already better than merely bad.</li>
</ul>


Value investing is often described as running towards the fire or seeking out disaster.
Often, outstanding returns can be had as the market reverts from total capitulation, to merely bad.
In the case of Brazil today, an investor is paying capitulation pricing for prospects that are already better than merely bad.


Argentina

Despegar.com, Corp. provides online travel booking services. The Company offers online hotels, car, flights, vacation rentals, packages, and ticket booking services. Despegar.com also provides an online platform to compare tickets and packages.

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Despegar.com Corp (DESP US)

Brazilian Value: The Trade of the Decade

Value investing is often described as running towards the fire or seeking out disaster. Often, outstanding returns can be had as the market reverts...

Superfluous Value

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