Unfair Advantage

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February 2024

Occidental Petroleum [$OXY]
"We are not in the oil discovery business. We are in the oil recovery business" - Chazen, ex-CEO, Occidental
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AK

January 2024

Rain Industries (RAIN.NSE)
World's largest raw material manufacturer for Aluminium industry
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AK

October 2023

Weekly Monitor - Wednesday, 11th October, 2023
Periodic newsletter of stocks/sectors/ideas we found interesting this week and may do a deep-dive at later point
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AK
Weekly Monitor - Wednesday, 4th October, 2023
Periodic newsletter of stocks/sectors/ideas we found interesting this week and may do a deep-dive at later point
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AK

July 2023

Revisiting Spotify - Has the thinking changed?
It has been almost 1.5 years since I have owned Spotify and during the time, I have made 0% gain. My investment went down -50% and now it is back to…
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AK
H1 2023 - What I have read & Currently Reading
Given that all I write these days is about stocks, I thought it might be fun to switch gears and talk about what I have read so far. I have a day-job…
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AK

June 2023

Redington India - An under the radar compounder
Summary Redington is an IT hardware distributor with operations across India, Middle East, Turkey and Africa. It has very low debt, grown FCF at 20% p.a…
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AK
8

May 2023

[$KIRK] Kirkland's Inc
Specialty Home Furniture Retailer in US with 346 stores trading at ~50% discount to its liquidation value
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AK
[$HRBR] Harbor Diversified
A regional airline in OTC MKTS that is a typical Graham's bargain
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AK

April 2023

How I invest?
I will only write about what I own. Not what I analyse
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AK
[$SAVE] Spirit - An undervalued airline with an optionality from JBLU merger
[PSA] I have changed the name of the substack. Felt the previous one was bit too cheeky! Figured ‘Unfair Advantage’ is a more fitting name as I want to…
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AK
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