Superfluous Value

Substack

@superfluous-value

Guy Davis is a global, deep value investor based in Australia, known for his contrarian approach of investing in companies that are out of favor with the market. Through his publication, Superfluous Value, he shares his research on companies he believes the market has 'left for dead'.

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Investment Ideas

PitchJAR.LJardine Matheson Holdings Limited

Jardine Matheson Holdings Limited (JAR.L) 投资分析

Feb 15, 2026superfluousvalue.substack.com

AnalysisJMJardine Matheson

Thoughts on Jardine Matheson

Feb 14, 2026superfluousvalue.substack.com

AnalysisSFOR.LS4 Capital

2025 Portfolio Review

Jan 25, 2026superfluousvalue.substack.com

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