Unfair Advantage | AK | Unfair Advantage Capital | Substack

Unfair Advantage

Finding overlooked small and mid-caps with durable advantages — before the crowd does.

By AK

· Over 1,000 subscribers

Unfair Advantage

I investigate companies for a living (sort of)

My portfolio, investment style and a bit about me

Jun 17•AK  Unfair Advantage Capital

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A Biodiesel 3-bagger in plain sight

A small cap I found doing my A-Z scan.

Jun 9•AK  Unfair Advantage Capital

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Natural Grocers by Vitamin Cottage - Value Trap or Unknown compounder?

Welcome to an era of AI bottleneck hunting which itself is becoming the biggest bottleneck.

Jun 4•AK  Unfair Advantage Capital

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The cheapest, fastest growing airport with a catalyst in 4 months

Sir Chris Hohn is a billionaire hedge fund manager based out of Britain.

Jun 2•AK  Unfair Advantage Capital

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8 cheapest small-cap SaaS found in A-Z scan in US Market

Over the last month, we got over 100 new members. Welcome to Unfair Advantage Capital. To bring you up to speed, currently I am doing an A-Z scan of US…

May 26•AK  Unfair Advantage Capital

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Recent posts

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10 cheapest small-caps found in A-Z scan in US market

I have finished As, Bs, Cs, and Ds, and going through Es now.

Apr 24•AK  Unfair Advantage Capital

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One Business A Week - A New Resource For Investors, Founders and Executives

Most people can identify a Crocs clog.

Apr 22•AK  Unfair Advantage Capital

[A-Z on US Small Caps] 2 Hidden Gems - Debt free company earning its market cap in 5 years, A spin-off at 6 times FCF which will grow 15%

One of my main sources for ideas are going through all the stocks in an exchange.

Apr 14•AK  Unfair Advantage Capital

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New Series: Starting A-Z on NYSE from $100M - $1000M

Buffett’s advice for sourcing ideas is so simple.

Apr 7•AK  Unfair Advantage Capital

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Strait of Hormuz block is bigger than you think - What it means for oil?

Oil prices & oil stocks are up - It is not too late, Rally is still in early stages

Apr 3•AK  Unfair Advantage Capital

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Inside the Dialysis Cartel (Part 3) - Value based kidney care & Final Investment thesis

Welcome to part 3 of the Dialysis Cartel.

Apr 1•AK  Unfair Advantage Capital

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