Superfluous Value
29 articles covering 25 companies
Thoughts on Jardine Matheson
• 2026-02-15T09:12:25.038+00:00
Telefonica Brasil: Moving On
• 2025-06-09T10:49:24.569+00:00
Buying Ashmore and CKH Update
• 2025-03-08T08:03:39.71+00:00
S4 Capital: When Knights Cry
• 2024-11-06T01:01:11.833+00:00
The Osisko Buy-Out: A Bittersweet Bird in the Hand
• 2024-08-13T10:39:45.173+00:00
Hysan Development: Maximum pessimism
• 2024-05-24T14:24:53.356+00:00
Mandarin Oriental: Don't Lose Money
• 2024-05-20T12:20:47.987+00:00
Petrobras: They're Panicking Again
• 2024-03-10T10:13:16.077+00:00
Petrobras: Pricing Amargeddon, With a Muddle Through Likely
• 2022-11-23T09:09:14.12+00:00
Millicom: Special Sit Dynamics Throwing Up A Bargain
• 2022-05-26T11:43:04.257+00:00
Teekay Corp: A near net-net, special situation
• 2022-04-26T02:15:41.889+00:00
Micro Focus: Hanging in There
• 2021-12-06T16:00:32.683+00:00
Antero Resources: How to 20x Your Money (After a 96% Drawdown)
• 2021-11-01T22:58:08+00:00
Following Up Ping An
• 2021-10-01T23:20:50+00:00
Lloyds Bank: Worth the Pain
• 2021-09-22T00:41:39+00:00
Barrick: The Best Hedges Are Those You’re Paid To Take
• 2021-09-17T11:30:13+00:00
Ping An: Growing Like a Weed, Priced to Liquidate
• 2021-09-08T07:34:54+00:00
Saipem's H1 Results: A Brief Update
• 2021-09-02T22:42:51+00:00
Gazprom: The Ultimate Inflation Hedge
• 2021-08-31T10:16:00+00:00
Babcock International: An Inverted Short
• 2021-08-27T10:12:31+00:00