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Unfair Advantage

Unfair Advantage
Writing about Companies with an Unfair Advantage

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•08 Apr 2026 08:51•Syndicated

New Series: Starting A-Z on NYSE from $100M - $1000M

By now, you would know how the young Buffett flipped through 20,000 pages of Moody’s manual twice hunting for deep-value stocks. Forget screeners.

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•26 Mar 2026 07:52•Syndicated

The China Pessimism Continues - And Their Largest E-Retailer Is Trading Almost at Net-Cash...

HangSeng Index is down 10% from 2020 to 2026. The effects of the government crackdown on tech, slowing growth and real-estate meltdown continues to...

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bullish•Leon's Furniture
•03 Mar 2026 10:02•Syndicated

This Canadian mid-cap has gone nowhere. But I think it is 2-3x worth more

With that self-promotion out of the way, I will try to now convince you why you should look at this boring Canadian furniture retailer and not the...

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•25 Feb 2026 09:59•Syndicated

Cogent Communications $CCOI - Is Dave Schaeffer a Savant CEO or a Struggler?

If you are new here, I recommend to first read the original write up to help familiarize with Cogent business and terminology.

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bearish•Novo Nordisk
•05 Feb 2026 08:02•Syndicated

Re-Recontextualising Novo Nordisk - Not so Cheap Anymore

When I wrote my piece on Novo Nordisk yesterday, I was not expecting their Annual Report to be released the same day along with a 2026 guidance...

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