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Superfluous Value

Superfluous Value
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Superfluous Value

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13 Nov 2024 09:07Syndicated

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.

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bullishS4 Capital
06 Nov 2024 19:34Syndicated

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...

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21 May 2024 06:35Syndicated

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...

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26 Jul 2023 09:00Syndicated

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...

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21 Apr 2023 07:37Syndicated

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).

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