Writing about Companies with an Unfair Advantage, Unfair Advantage

Unfair Advantage

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

Writing about Companies with an Unfair Advantage

Equity Bottom-Up

<ul><li>The market waited with bated breath as NVIDIA released their quarterly earnings yesterday on 19th November, 2025. To almost no one’s surprise, they beat the estimates again.</li><li>The company is a juggernaut to say the least and has added $1.9 Trillion in market cap in the last 8 months!</li><li>That is more than Tesla or Meta's market cap themselves. The statistics are almost unbelievable.</li></ul>

The market waited with bated breath as NVIDIA released their quarterly earnings yesterday on 19th November, 2025. To almost no one’s surprise, they beat the estimates again.The company is a juggernaut to say the least and has added $1.9 Trillion in market cap in the last 8 months!That is more than Tesla or Meta's market cap themselves. The statistics are almost unbelievable.

NVIDIA Corp

Worsening NVIDIA Earnings Quality