Finding overlooked small and mid-caps with durable advantages โ before the crowd does.
Business-model teardown of great companies that market misses. Past picks - $DVA 70%, $CROX 43%, $PNDORA 53%
The number of free subscribers for Unfair Advantage over time since it was added to the directory.
Writing about small cap value stocks until I find a job or this Substack pays the bills.
Institutional-grade market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.