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)

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Kaspi superapp offers strong growth potential in Kazakhstan and plans for expansion into other countries</li><li>Led by a top-notch management team with significant ownership stake and operates with high margins</li><li>Despite concerns about investing in emerging markets, the authors see Kaspi as a compelling long-term investment opportunity with impressive growth potential</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>

Kaspi superapp offers strong growth potential in Kazakhstan and plans for expansion into other countriesLed by a top-notch management team with significant ownership stake and operates with high marginsDespite concerns about investing in emerging markets, the authors see Kaspi as a compelling long-term investment opportunity with impressive growth potentialThis 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.

Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

<ul><li>In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here.</li><li>I will start doing that from now on. Something I did privately but not on the blog publicly.</li><li>Either because they have worked out and upside is no more attractive, or because the facts have changed.</li></ul>

In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here.I will start doing that from now on. Something I did privately but not on the blog publicly.Either because they have worked out and upside is no more attractive, or because the facts have changed.

Kazakhstan

Kaspi.kz Joint Stock Company develops financial technology application solutions. The Company, through its platform, offers payments, marketplace, and fintech solutions which facilitate day-to-day transactions between consumers and merchants. Kaspi.kz serves consumers, merchants, and entrepreneurs in Kazakhstan.

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Kaspi.kz (KSPI US)

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

Kaspi.Kz (KSPI) - Friday, Sep 13, 2024

Despite concerns about investing in emerging markets, the authors see Kaspi as a compelling long-term investment opportunity with impressive growth...

Value Investors Club (VIC)

Closing Some Idea's

In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here. I will start doing that...

Turtles all the way down

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)