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

<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

Independent Research, US Dominant Players, Investment Talk

Investment Talk

Independent Research, US Dominant Players

Investment Talk is for readers who wish to learn about companies that are potentially outside of their own circle of research, as well as those who are longing to become part of a community of like-minded investors and learn more about investment research. I would describe myself as a long-term investor who typically takes a 3Y to 5Y outlook, before reassessing once that period matures. I follow the adage that one should research, reach a conclusion, and then verify and continue to hold so long as the thesis remains intact. My own investing style is one that seeks to find dominant players within their respective market who have shown signs of monopoly or oligopolistic behaviour, unlikely to be disrupted, in tandem with discovering market disruptors who have a high likelihood of disrupting their respective market. Equally (and weighted accordingly) I seek to discover more nuanced, misunderstood, situations with a shorter time frame.

Thematic (Sector/Industry)

<ul><li>A while ago I wrote a piece about share cannibals and where to find them. Since we introduced the ability to screen for share cannibals at Koyfin (the screener I use, if interested) I have been exploring aggressive share repurchasers more often.</li><li>Evident to me, is the disparity in attitudes towards share repurchases between US and European stocks.</li><li>When casting a wide geographical net in the screener and searching for the loftiest reduction in share count (as a %), the US companies proliferate the output.</li></ul>

A while ago I wrote a piece about share cannibals and where to find them. Since we introduced the ability to screen for share cannibals at Koyfin (the screener I use, if interested) I have been exploring aggressive share repurchasers more often.Evident to me, is the disparity in attitudes towards share repurchases between US and European stocks.When casting a wide geographical net in the screener and searching for the loftiest reduction in share count (as a %), the US companies proliferate the output.

Companies That are Fixated on Buying Back Stock

Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

<ul><li>The market has been quite volatile these past couple of months. Unfortunately, it seems like volatility will stay for some time.</li><li>Growth oriented tech stocks got especially hammered. While it might be quite upsetting seeing those red numbers, it is actually a good time for the savvy investor to buy!</li><li>InMode designs, develops, manufactures, and sells minimally invasive aesthetic medical products. Simply speaking, they make and sell robotics for plastic surgery.</li></ul>

The market has been quite volatile these past couple of months. Unfortunately, it seems like volatility will stay for some time.Growth oriented tech stocks got especially hammered. While it might be quite upsetting seeing those red numbers, it is actually a good time for the savvy investor to buy!InMode designs, develops, manufactures, and sells minimally invasive aesthetic medical products. Simply speaking, they make and sell robotics for plastic surgery.

United States

Domino's Pizza, Inc. operates a network of Company-owned and franchise Domino's Pizza stores, located throughout the United States and in other countries.  The Company also operates regional dough manufacturing and distribution centers in the contiguous United States and outside the United States.

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Domino's Pizza (DPZ US)

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

Nick Sleep is an investor who belongs in the Hall of Fame. 21% annualized returns over 13 years. He started buying cheap businesses.

Unfair Advantage

Companies That are Fixated on Buying Back Stock

Since we introduced the ability to screen for share cannibals at Koyfin (the screener I use, if interested) I have been exploring aggressive share...

Investment Talk

Top Picks for Growth Stocks - Feb 2022

The market has been quite volatile these past couple of months. Unfortunately, it seems like volatility will stay for some time.

Cappuccino Finance

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