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

<ul><li>Shurgard Self Storage was founded 1979 in the US, as one of the world’s first self-storage chains.</li><li>They were acquired by Public Storage in 2006 who sold just over half the European arm to the New York Common Retirement Fund.</li><li>The company IPOed in Brussles in October 2018 (EBR:SHUR) and has a €2.23b market cap today.</li></ul>

Shurgard Self Storage was founded 1979 in the US, as one of the world’s first self-storage chains.They were acquired by Public Storage in 2006 who sold just over half the European arm to the New York Common Retirement Fund.The company IPOed in Brussles in October 2018 (EBR:SHUR) and has a €2.23b market cap today.

Shurgard: Over-Followed, But Misunderstood