Superfluous Value

Substack

Articles

29

Companies covered

25

Sectors

4

Countries

5

Research Articles

Thoughts on Jardine Matheson

Feb 15, 2026

Telefonica Brasil: Moving On

Jun 9, 2025

Buying Ashmore and CKH Update

Mar 8, 2025

S4 Capital: When Knights Cry

Nov 6, 2024

The Osisko Buy-Out: A Bittersweet Bird in the Hand

Aug 13, 2024

Hysan Development: Maximum pessimism

May 24, 2024

Mandarin Oriental: Don't Lose Money

May 20, 2024

Petrobras: They're Panicking Again

Mar 10, 2024

Petrobras: Pricing Amargeddon, With a Muddle Through Likely

Nov 23, 2022

Millicom: Special Sit Dynamics Throwing Up A Bargain

May 26, 2022

Teekay Corp: A near net-net, special situation

Apr 26, 2022

Micro Focus: Hanging in There

Dec 6, 2021

Antero Resources: How to 20x Your Money (After a 96% Drawdown)

Nov 1, 2021

Following Up Ping An

Oct 1, 2021

Lloyds Bank: Worth the Pain

Sep 22, 2021

Barrick: The Best Hedges Are Those You’re Paid To Take

Sep 17, 2021

Ping An: Growing Like a Weed, Priced to Liquidate

Sep 8, 2021

Saipem's H1 Results: A Brief Update

Sep 2, 2021

Gazprom: The Ultimate Inflation Hedge

Aug 31, 2021

Babcock International: An Inverted Short

Aug 27, 2021

NOV Inc: A Survivor With Leverage to the Energy Revival

Aug 26, 2021

Turkcell: You Just Wouldn't Find It This Cheap Anywhere Else

Aug 25, 2021

Saipem: Too cheap to Ignore, Safe Enough to Survive

May 20, 2021

Updating Micro Focus After a Strong Run

Apr 13, 2021

Telefonica Brasil: The Ultimate LBO Candidate

Mar 20, 2021

Jardine Strategic: Value Managers Going Cheap- Part 2

Oct 21, 2020

Micro Focus: The world's only tech stock at March lows

Aug 27, 2020

Long Royal Bank of Canada/ Short Shopify

Jun 25, 2020

Long ViacomCBS/Short Netflix

Apr 18, 2020