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Superfluous Value

Global, deep value investor based in Australia. Going where the flows aren't, searching for companies the market has left for dead.

Newsletter · By Guy Davis · English · Official site

Indexed issues, last 90 days
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Sep 9, 2026
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Sep 9, 2026

Latest issues

  1. Issue · Sep 9, 2026

    Shurgard: Over-Followed, But Misunderstood (opens the original)

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    I live in a country where investors scramble to overpay for physical bricks and mortar, without considering international, listed Real Estate can be bought at huge discounts. Diversification and someone else taking care of the day-to-day expenses being a nice bonus, as are charts that look like this:<div class="image2-

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