Research from Superfluous Value, Superfluous Value

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.

Research from Superfluous Value

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