Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Thematic (Sector/Industry)

India

Canada

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.

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

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
• Unfair Advantage

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