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

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.

<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.

Thematic (Sector/Industry)

<ul><li>Much has been written these days on the bloating AI capex spends across the tech majors.</li><li>A JP Morgan report said we need to create a stratospheric revenue number of $650B to justify a 10% IRR, given current AI capex levels.</li><li>Yet everyone agrees AI is a fundamental shift that is redefining business models across industries.</li></ul>

Much has been written these days on the bloating AI capex spends across the tech majors.A JP Morgan report said we need to create a stratospheric revenue number of $650B to justify a 10% IRR, given current AI capex levels.Yet everyone agrees AI is a fundamental shift that is redefining business models across industries.

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.

<ul><li>Butler National Corp is one of the larger companies we have profiled in the OTC A-Z edition. It has been public since 1995.</li><li>Their life as a public company is just 5 years younger than me and has operated out of Kansas, US for all its life.</li><li>Butler has 2 businesses that you wouldn’t typically see together - Aircraft modification &amp; services, and Casino Management.</li></ul>

Butler National Corp is one of the larger companies we have profiled in the OTC A-Z edition. It has been public since 1995.Their life as a public company is just 5 years younger than me and has operated out of Kansas, US for all its life.Butler has 2 businesses that you wouldn’t typically see together - Aircraft modification &amp; services, and Casino Management.

Blonder Tongue Laboratories / Equity Bottom-Up

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.

<ul><li>In the A to Z quest where I go through all OTC stocks and write, invest about ones that I find interesting, there are a few that surprise me.</li><li>The ones that does not fit my style. Today we will talk about one - Blonder Tongue Laboratories $BDRL .</li><li>This would be the smallest company pitched here with a market cap of $720,000.</li></ul>

In the A to Z quest where I go through all OTC stocks and write, invest about ones that I find interesting, there are a few that surprise me.The ones that does not fit my style. Today we will talk about one - Blonder Tongue Laboratories $BDRL .This would be the smallest company pitched here with a market cap of $720,000.

Blonder Tongue Labs $BDRL - This Frog Will Either Become a Prince or Just Croak

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

<ul><li>‘Loneliness is the feeling of isolation even when other people are there’ That’s how I feel about being a shareholder of Leon’s Furniture (LNF). Lonely.</li><li>No one talks about it, barring a few (Canadian Value Investor, Greystone).</li><li>69% of LNF is owned by the Leon’s family and the stock continues to be illiquid despite being a 1 billion + market cap company in Canada.</li></ul>

‘Loneliness is the feeling of isolation even when other people are there’ That’s how I feel about being a shareholder of Leon’s Furniture (LNF). Lonely.No one talks about it, barring a few (Canadian Value Investor, Greystone).69% of LNF is owned by the Leon’s family and the stock continues to be illiquid despite being a 1 billion + market cap company in Canada.

[Update] FY2024 Annual Report - Leon's Furniture ($LNF , $LNF.TO)