HeyJaredUnfair Advantage
Finding overlooked small and mid-caps with durable advantages — before the crowd does.
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- Oct 1, 2026
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- Jul 16, 2026
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Why Wise, Domino's and Floor & Decor Refuse to Maximize Profits (opens the original)
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Welcome to Unfair Advantage. I am on a mission to find businesses I never have to sell. We have a new format. The content is same. Just repackaged in to a more concise format. So far, I have been writing 15-page reports whenever I find a good idea. But this will change. From now, Every Thursday, there will be a newsletter in your inbox. 2 Paid & 2 Free articles every month. Paid subscribers will get one deep-dive & one update on highlighted holdings every month<
The beer aisle everyone left for dead (opens the original)
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The market has punished the major beer stocks over the past five years.<img alt="" class="sizing-normal" height="403" src="https://substackcdn.com/image/fetch/$s_!gBMW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubs
The Investment Case for Domino’s Pizza ($DPZ) (opens the original)
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Those following me on X might know that I have been looking at pizza stocks and beer stocks lately. When I started, I was told many reasons why this won’t work. GLP-1 will make people eat less pizzas. Macro is bad. Domino’s pizza does not taste good. They are not wrong. These stocks have been left for dead since pandemic. It has been a 5 year sh*tty run. But that is precisely why I want to study them. I studied Domino’s, Papa Johns and Pizza Hut. I found an industry where the weak ones were dyin
Buffett & Ted Weschler’s hunting ground (opens the original)
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Buffett is known for a lot of things. Almost everyone here knows his track record, and his famous maxim - I buy wonderful companies at fair prices. Yet, I think he has a hunting ground that is barely discussed - Levered Buybacks. I happened to come across this purely by chance when I invested in DaVita and researching Moody’s. Maybe this is more from Ted Weschler but for sake of simplicity, I am going to put it all under Buffett. Both the businesses have a striking similarity - A strong fundamen
My biggest position: Debt free midcap just announced they are trading at 2.5 times EV/EBIT (opens the original)
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PS: I am running a limited 20% off on annual subscriptions for 25 seats. This is to encourage my readers, especially ones who like and read all that I put out. Click this link to avail the offer. On to business…I have held this stock for almost an year and it is my largest position. In fact, I am buying more. In their last quarterly call, the management announced they confirmed my suspicion. The company has no debt, a solid 100+ years of operation, 12-14% ROCE, sensible management and the whole
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