Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Thematic (Sector/Industry)

United States

India

Canada

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

Rain Industries Limited engages in the production of cement and other related products. The Company manufactures and markets cement, calcined petroleum coke, coal tar pitch, and specialty chemicals.

Alphabet, Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

Leon's Furniture Limited sells furniture, appliances, carpets, and consumer electronics.  The Company operates retail stores throughout Canada.

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

Blonder Tongue Laboratories, Inc. designs, manufactures, and supplies electronics and systems equipment for the franchised and private cable television industries. The Company's products are used in the acquisition, conversion, distribution, and protection of communications signals on fiber optic, coaxial cable, and wireless distribution systems.

Butler National Corporation operates in the aerospace and services businesses. The Company provides electronic monitoring of water pumping stations, temporary employee services, and administrative management services. Butler National also manufactures airborne electronic switching equipment and provides the structural modification of business aircraft.

Information Technology

Industrials

Energy

Consumer Discretionary

Writing about Companies with an Unfair Advantage

Unfair Advantage

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

Unfair Advantage
Writing about Companies with an Unfair Advantage
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