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>The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.</li><li>But today, it’s particularly worth pointing out that an unusually large number of UK stocks are down significantly over the last month.</li><li>Many are for business specific reasons, but it’s almost uncanny the way UK stocks find a way to tank, even when much of the world is rallying.</li></ul>

The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.But today, it’s particularly worth pointing out that an unusually large number of UK stocks are down significantly over the last month.Many are for business specific reasons, but it’s almost uncanny the way UK stocks find a way to tank, even when much of the world is rallying.

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Vistry's shift to a partnerships-based homebuilding model has positioned the company for growth and stability in the challenging UK housing market</li><li>Partnering with stakeholders allows Vistry to navigate industry hurdles, increase home construction, reduce risk, and collect cash faster</li><li>Government initiatives support Vistry's strategic shift as a positive step towards addressing the UK housing shortage issue</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Vistry's shift to a partnerships-based homebuilding model has positioned the company for growth and stability in the challenging UK housing marketPartnering with stakeholders allows Vistry to navigate industry hurdles, increase home construction, reduce risk, and collect cash fasterGovernment initiatives support Vistry's strategic shift as a positive step towards addressing the UK housing shortage issueThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

United Kingdom

Vistry Group PLC provides home construction services. The Company builds and sells single-family houses, apartments, retirement facilities, and social housing units. Vistry Group serves customers in the United Kingdom.

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Vistry Group (VTY LN)

Noteworthy UK Carnage

The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.

Superfluous Value

Vistry Group (VTY) - Friday, Dec 8, 2023

Vistry's shift to a partnerships-based homebuilding model has positioned the company for growth and stability in the challenging UK housing market

Value Investors Club (VIC)

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