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

Equity Bottom-Up

Liberty Latin America  / Equity Bottom-Up

<div data-attrs='{"url":"https://superfluousvalue.substack.com/subscribe?","text":"Subscribe"}'><div><form class="subscription-widget-subscribe"><ul><li><span style="font-size: var(--content-font-size);">LILAK has become a tragic joke among investors. During its 6-year public life, the share-price has tanked over 80% and all the way down, the faithful have been pitching it with bullet points like “Malone vehicle” and “leveraged buy-backs”.</span></li><li>While some of this was self-inflicted (the spin price was too high and the company overpaid for C&amp;W in a sweetheart deal), much of the pain was outside management’s control and only cyclical in nature.</li><li>Hurricane Maria destroying Puerto Rico, Covid 19 and relentless weakening in Emerging Market currencies and sentiment can hardly be laid at their feet.</li></ul></form></div></div>

LILAK has become a tragic joke among investors. During its 6-year public life, the share-price has tanked over 80% and all the way down, the faithful have been pitching it with bullet points like “Malone vehicle” and “leveraged buy-backs”.While some of this was self-inflicted (the spin price was too high and the company overpaid for C&amp;W in a sweetheart deal), much of the pain was outside management’s control and only cyclical in nature.Hurricane Maria destroying Puerto Rico, Covid 19 and relentless weakening in Emerging Market currencies and sentiment can hardly be laid at their feet.

United States

Liberty Latin America Ltd. operates as a telecommunication company. The Company offers video, broadband Internet, telephony, and mobile services. Liberty Latin America also delivers entertainment services. Liberty Latin America serves customers in Chile, Puerto Rico, the Caribbean, and Latin America.

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Liberty Latin America (LILAK US)

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Hurricane Maria destroying Puerto Rico, Covid 19 and relentless weakening in Emerging Market currencies and sentiment can hardly be laid at their...

Superfluous Value

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