Writing about Companies with an Unfair Advantage, Unfair Advantage

Unfair Advantage

Writing about Companies with an Unfair Advantage

I write about companies that have an unfair advantage. I might invest in them as well.

Equity Bottom-Up

Costco Wholesale Corporation operates wholesale membership warehouses in multiple countries.  The Company sells all kinds of food, automotive supplies, toys, hardware, sporting goods, jewelry, electronics, apparel, health and beauty aids, as well as other goods.

<ul><li>Nick Sleep is an investor who belongs in the Hall of Fame. 21% annualized returns over 13 years. He started buying cheap businesses.</li><li>Over time, he reached a harder and more useful conclusion: buy a great business, then let it work for years.</li><li>That is why I am on the hunt to find businesses I never have to sell.</li></ul>

Nick Sleep is an investor who belongs in the Hall of Fame. 21% annualized returns over 13 years. He started buying cheap businesses.Over time, he reached a harder and more useful conclusion: buy a great business, then let it work for years.That is why I am on the hunt to find businesses I never have to sell.

Costco Model Hidden Inside Wise, Domino’s and Floor & Decor

Intuit Inc. is an American multinational business software company that specializes in financial software products for individuals and small businesses. Its well-known brands include TurboTax for tax preparation, QuickBooks for small business accounting, Credit Karma for personal finance, and Mailchimp for email marketing. Intuit is headquartered in Mountain View, California, and was founded in 1983.

<ul><li>When I posted my last article Intuit vs H&amp;R Block - Battle of Tax Returns (paywall removed), it was fortuitous timing.</li><li>HRB released their earnings by evening shot the stock up by 15% overnight.</li><li>When Intuit released their earnings yesterday, the opposite happened. Stock was down 12% pre-market. </li></ul>

When I posted my last article Intuit vs H&amp;R Block - Battle of Tax Returns (paywall removed), it was fortuitous timing.HRB released their earnings by evening shot the stock up by 15% overnight.When Intuit released their earnings yesterday, the opposite happened. Stock was down 12% pre-market. 

H&R Block vs Intuit - Part 2: The winner emerges and which one I am buying

Thematic (Sector/Industry)

<ul><li>You can call me AK. My previous job was fixing companies and advising PE firms.</li><li>I live in Ireland with my wife, 2 dogs and a baby on the way. For my 9-5, I work for a semiconductor company and investing is my 5-9.</li><li>Before this, I used to be a management consultant with Bain &amp; Company working mostly on competitive and growth strategy &amp; Private Equity deals. </li></ul>

You can call me AK. My previous job was fixing companies and advising PE firms.I live in Ireland with my wife, 2 dogs and a baby on the way. For my 9-5, I work for a semiconductor company and investing is my 5-9.Before this, I used to be a management consultant with Bain &amp; Company working mostly on competitive and growth strategy &amp; Private Equity deals. 

I investigate companies for a living (sort of)

Natural Grocers By Vitamin Cottage / Equity Bottom-Up

Natural Grocers by Vitamin Cottage Inc through its subsidiary operates in the food industry. The Company provides healthy foods, vitamins, and supplements including allergy, aloe products, amino acids,  antioxidants, animal products, beverages, medical, cleansing and clearance, weight loss,  electrolytes, energy, cosmetics, natural, minerals, vitamins, pain relief, and supplements.

Natural Grocers By Vitamin Cottage (NGVC US)

<ul><li>Welcome to an era of AI bottleneck hunting which itself is becoming the biggest bottleneck.</li><li>If you are not swayed just by headlines and are looking for value - Here is a small-cap retailer we can look to add to our portfolio.</li><li>Natural Grocers by Vitamin Cottage is a $659M small cap grocery chain based out of Colorado.</li></ul>

Welcome to an era of AI bottleneck hunting which itself is becoming the biggest bottleneck.If you are not swayed just by headlines and are looking for value - Here is a small-cap retailer we can look to add to our portfolio.Natural Grocers by Vitamin Cottage is a $659M small cap grocery chain based out of Colorado.

Natural Grocers by Vitamin Cottage - Value Trap or Unknown Compounder?

<ul><li>Buffett’s advice for sourcing ideas is so simple. Start from the As. </li><li>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.</li><li>Forget AI prompts. The brute force method will make sure you hit every stock and often expose you to stocks you wouldn’t have considered before.</li></ul>

Buffett’s advice for sourcing ideas is so simple. Start from the As. 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.Forget AI prompts. The brute force method will make sure you hit every stock and often expose you to stocks you wouldn’t have considered before.

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