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

Millicom Intl Cellular-Sdr / Equity Bottom-Up

<ul><li>I try to follow the Buffett, punch-card approach to portfolio management and, accordingly, have barely transacted in the last year.</li><li>But a set-up is emerging that may be one of the most attractive I have seen in several years.</li><li>Millicom’s (NYSE:TIGO) share price has been under severe pressure since late last year, in part due to the strengthening USD and weakness in the telco sector, but laregely due to uncertainty around a now-announced Rights Offering to fund the buyout of their Guatemalan JV partners, for $2.2b.</li></ul>

I try to follow the Buffett, punch-card approach to portfolio management and, accordingly, have barely transacted in the last year.But a set-up is emerging that may be one of the most attractive I have seen in several years.Millicom’s (NYSE:TIGO) share price has been under severe pressure since late last year, in part due to the strengthening USD and weakness in the telco sector, but laregely due to uncertainty around a now-announced Rights Offering to fund the buyout of their Guatemalan JV partners, for $2.2b.

Millicom: Special Sit Dynamics Throwing Up A Bargain

Luxembourg

Millicom International Cellular S.A. is a dedicated emerging markets telecom provider with mobile operations in numerous countries in Central America, South America and Africa.  The Company also offers various combinations of fixed broadband and cable TV services in multiple countries in Central America.

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Millicom Intl Cellular-Sdr (TIGO SS)

Millicom: Special Sit Dynamics Throwing Up A Bargain

Millicom’s (NYSE:TIGO) share price has been under severe pressure since late last year, in part due to the strengthening USD and weakness in the...

Superfluous Value

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