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.

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)

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Cross Asset Strategy

<ul>
<li>A monthly review of how the markets and our themes are currently performing</li>
<li>Analysing what went wrong and what went right in stocks and sectors</li>
<li>Highlighting positions added or removed from the thematic investment portfolio</li>
</ul>


A monthly review of how the markets and our themes are currently performing
Analysing what went wrong and what went right in stocks and sectors
Highlighting positions added or removed from the thematic investment portfolio


August Themes and Thematic Portfolio Review

<ul>
<li>A monthly review at how the markets and our themes are currently performing</li>
<li>Analysing what went wrong and what went right in stocks and sectors</li>
<li>Highlighting positions  added or removed  from the thematic investment portfolio</li>
</ul>


A monthly review at how the markets and our themes are currently performing
Analysing what went wrong and what went right in stocks and sectors
Highlighting positions  added or removed  from the thematic investment portfolio


February Themes and Thematic Portfolio Review

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Event-Driven

<ul>
<li>At $3 bn, RBL-Emirates NBD deal is one of the largest deal after liberalisation of bank ownership rules that shifted from a rigid 10% single-investor cap to flexible 74% ceiling. </li>
<li>India's Finance Ministry cleared Emirates NBD's up-to-74% stake in RBL Bank on 14 May 2026, days after RBI approved governance changes. Final RBI closing nod is the only remaining gate.</li>
<li>Now this will set the door for more banks and might trigger change in pubic sector banks as well.</li>
</ul>


At $3 bn, RBL-Emirates NBD deal is one of the largest deal after liberalisation of bank ownership rules that shifted from a rigid 10% single-investor cap to flexible 74% ceiling. 
India's Finance Ministry cleared Emirates NBD's up-to-74% stake in RBL Bank on 14 May 2026, days after RBI approved governance changes. Final RBI closing nod is the only remaining gate.
Now this will set the door for more banks and might trigger change in pubic sector banks as well.


When India Opened Its Door for FDI in Banks: RBL X Emirates NBD Deal Analysis

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Fairfax India Holdings / Equity Bottom-Up

<ul><li>Fairfax India's stock price may increase due to potential higher valuations</li><li>Company's fee structure may be high but offers opportunity for strong returns</li><li>Investment in Fairfax India provides discounted opportunity with growth potential, specifically through ownership in Bangalore airport</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Fairfax India's stock price may increase due to potential higher valuationsCompany's fee structure may be high but offers opportunity for strong returnsInvestment in Fairfax India provides discounted opportunity with growth potential, specifically through ownership in Bangalore airportThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Fairfax India Hldgs Corp (FIH.U) - Wednesday, Dec 13, 2023

Canada

Fairfax India Holdings Corp intends to make Indian Investments with a view to acquiring control or significant influence positions.

Price Gauge
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Fairfax India Holdings (FIH/U CN)

I investigate companies for a living (sort of)

I start reading books on the company, biographies of their CEO, arcane unknown interviews that lie in a forgotten corner of the internet and talk...

Unfair Advantage

August Themes and Thematic Portfolio Review

We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.

Rikki Malik

February Themes and Thematic Portfolio Review

We review market performance, our investment themes, highlighting additions and subtractions in the thematic investment portfolio.

Rikki Malik

When India Opened Its Door for FDI in Banks: RBL X Emirates NBD Deal Analysis

$3 bn RBL-Emirates NBD deal marks a shift in India's bank ownership rules, with potential for more such deals and changes in public sector banks.

Nimish Maheshwari

Fairfax India Hldgs Corp (FIH.U) - Wednesday, Dec 13, 2023

Investment in Fairfax India provides discounted opportunity with growth potential, specifically through ownership in Bangalore airport

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

I investigate companies for a living (sort of)

I start reading books on the company, biographies of their CEO, arcane unknown interviews that lie in a forgotten corner of the internet and talk...

Unfair Advantage

August Themes and Thematic Portfolio Review

We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.

Rikki Malik

February Themes and Thematic Portfolio Review

We review market performance, our investment themes, highlighting additions and subtractions in the thematic investment portfolio.

Rikki Malik

When India Opened Its Door for FDI in Banks: RBL X Emirates NBD Deal Analysis

​$3 bn RBL-Emirates NBD deal marks a shift in India's bank ownership rules, with potential for more such deals and changes in public sector banks.

Nimish Maheshwari

Fairfax India Hldgs Corp (FIH.U) - Wednesday, Dec 13, 2023

Investment in Fairfax India provides discounted opportunity with growth potential, specifically through ownership in Bangalore airport

Value Investors Club (VIC)

$3 bn RBL-Emirates NBD deal marks a shift in India's bank ownership rules, with potential for more such deals and changes in public sector banks.