Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Superfluous Value
Research from Superfluous Value
•
Superfluous Value
Message
Follow
Location:
New Zealand
Joined:
14 February 2022
12
Insights
3.1k
Views
5
Followers
Equity Bottom-Up
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bearish
•
Thematic (Sector/Industry)
•
13 Nov 2024 09:07
•
Syndicated
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
39 Views
Share
bullish
•
S4 Capital
•
06 Nov 2024 19:34
•
Syndicated
S4 Capital: When Knights Cry
The stock is down an astonishing 95% from its heady, post-covid days to the point of trading for less than a quarter of the capital invested since...
Superfluous Value
123 Views
Share
bullish
•
Mandarin Oriental International
•
21 May 2024 06:35
•
Syndicated
Mandarin Oriental: Don't Lose Money
Mandarin owns the One Causeway Bay precinct which is likely worth more than the company’s current Enterprise Value ($2.4b) having recieved an offer...
Superfluous Value
367 Views
Share
bullish
•
Thematic (Sector/Industry)
•
26 Jul 2023 09:00
•
Syndicated
Brazilian Value: The Trade of the Decade
Value investing is often described as running towards the fire or seeking out disaster. Often, outstanding returns can be had as the market reverts...
Superfluous Value
240 Views
Share
bullish
•
Cia Brasileira de Distribuicao
•
21 Apr 2023 07:37
•
Syndicated
CBD - When The Catalyst Is Slapping You in the Face
I recently made my first purchase for the year, buying a core position in Brazilian holdco Companhia Brasileira de Distribuição (CBD:NYSE).
Superfluous Value
348 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.40.1
x