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

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)

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.

<ul><li>Rain Industries is an Indian small-cap company (~$660M) that manufactures 2 carbon-based inputs for Aluminium Industry (10% of global market share).</li><li>It also has a cement &amp; value-added chemical business</li><li>The Company is ignored by market likely due to its ‘commodity’ nature, debt on their balance sheet and small market cap which drives most investors away. </li></ul>

Rain Industries is an Indian small-cap company (~$660M) that manufactures 2 carbon-based inputs for Aluminium Industry (10% of global market share).It also has a cement &amp; value-added chemical businessThe Company is ignored by market likely due to its ‘commodity’ nature, debt on their balance sheet and small market cap which drives most investors away. 

Unfair Advantage
Writing about Companies with an Unfair Advantage
• Unfair Advantage

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

‘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)....

Unfair Advantage

Rain Industries (RAIN.NSE)

Rain Industries is an Indian small-cap company (~$660M) that manufactures 2 carbon-based inputs for Aluminium Industry (10% of global market share).

Unfair Advantage