External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Sendas Distribuidora S/A / Equity Bottom-Up

<ul><li>Assai Atacadista is the second largest cash and carry store operator in Brazil with 293 locations</li><li>Became a standalone company in March 2021 after being a subsidiary of GPA</li><li>Holds an 11% market share in the Brazilian food retail market and a 30% share in the cash and carry segment, recently acquiring around 70 Extra Hiper hypermarkets for R$4.0 billion to expand its presence.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Assai Atacadista is the second largest cash and carry store operator in Brazil with 293 locationsBecame a standalone company in March 2021 after being a subsidiary of GPAHolds an 11% market share in the Brazilian food retail market and a 30% share in the cash and carry segment, recently acquiring around 70 Extra Hiper hypermarkets for R$4.0 billion to expand its presence.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Sendas Distribuidora S.A. (ASAI) - Tuesday, Jul 30, 2024

Research from Superfluous Value, Superfluous Value

Superfluous Value

Research from 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.

Contrarian Deep-Dive into the Markets

Thematic (Sector/Industry)

<ul>
<li>Value investing is often described as running towards the fire or seeking out disaster.</li>
<li>Often, outstanding returns can be had as the market reverts from total capitulation, to merely bad.</li>
<li>In the case of Brazil today, an investor is paying capitulation pricing for prospects that are already better than merely bad.</li>
</ul>


Value investing is often described as running towards the fire or seeking out disaster.
Often, outstanding returns can be had as the market reverts from total capitulation, to merely bad.
In the case of Brazil today, an investor is paying capitulation pricing for prospects that are already better than merely bad.


Brazil

Sendas Distribuidora S/A operates as a wholesale company. The Company offers food, beverages, personal hygiene, cleaning items, automotive line, pet line, and appliances, as well as provides packaging and disposables. Sendas Distribuidora serves customers in Brazil.

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Sendas Distribuidora S/A (ASAI US)

Sendas Distribuidora S.A. (ASAI) - Tuesday, Jul 30, 2024

Assai Atacadista is the second largest cash and carry store operator in Brazil with 293 locations. Became a standalone company in March 2021 after...

Value Investors Club

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

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