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>One of my favorite places to find a big gap between value and price is in misunderstood business models.</li><li>Speculators obsess over price charts, traders panic over quarterly results, and most investors stop digging once they’ve skimmed the income statement and balance sheet.</li><li>The result? Some genuinely strong and unique businesses sit right there in plain sight… completely ignored.</li></ul>Spotify was a great example about three years ago. Hardly anyone wanted to think deeply about how audio consumption was growing like crazy—or how Spotify was quietly becoming the engine behind music discovery.

One of my favorite places to find a big gap between value and price is in misunderstood business models.Speculators obsess over price charts, traders panic over quarterly results, and most investors stop digging once they’ve skimmed the income statement and balance sheet.The result? Some genuinely strong and unique businesses sit right there in plain sight… completely ignored.Spotify was a great example about three years ago. Hardly anyone wanted to think deeply about how audio consumption was growing like crazy—or how Spotify was quietly becoming the engine behind music discovery.

Unique Razor & Blade Model in Affordable Jewellery - Mid-Cap Company at a Bargain Price, Strong ...

United States

Tiffany & Co. operates jewelry stores and manufactures products through its subsidiary corporations.   The Company operates retail stores in the Americas, Asia-Pacific, Japan, Europe and the United Arab Emirates, and also engages in direct selling through Internet, catalog and business gift operations.

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Tiffany & Co (TIF US)

Unique Razor & Blade Model in Affordable Jewellery - Mid-Cap Company at a Bargain Price, Strong ...

Speculators obsess over price charts, traders panic over quarterly results, and most investors stop digging once they’ve skimmed the income...

Unfair Advantage

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