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Superfluous Value
Research from Superfluous Value
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Superfluous Value
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New Zealand
Joined:
14 February 2022
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bullish
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Mandarin Oriental International
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21 May 2024 06:35
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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
319 Views
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bullish
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Thematic (Sector/Industry)
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26 Jul 2023 09:00
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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
233 Views
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bullish
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Cia Brasileira de Distribuicao
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21 Apr 2023 07:37
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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
338 Views
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bullish
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Thematic (Sector/Industry)
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27 Dec 2022 09:09
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Syndicated
The Bubble Isn't Where You Think It Is
A number of market pundits have been giving the all clear to jump back in the pool now that crypto has been nuked and Peleton et al are down 80%+.
Superfluous Value
541 Views
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bullish
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Petrobras Distribuidora SA
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24 Nov 2022 08:58
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Syndicated
Petrobras: Pricing Amargeddon, With a Muddle Through Likely
I had to write a brief note about the panic whipped up by UBS’ downgrade of Petrobras, cutting its price target from R$47 to R$22
Superfluous Value
275 Views
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