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Sharp Takes. No Herd. Definitely No Excel.

Covering every sector of the market for the love of the game. Written by a dropout who never looked back.

Recent Bangers.


Apr 3, 2026

byGabe Azar

Robot's Will Still Need Wire.

Lincoln Electric and The Quietly Genius Business of Feeding The Machine

Robot's Will Still Need Wire.

Mar 18, 2026

byGabe Azar

Pumps. Valves. Seals.

Nobody Thinks About Flow(serve) Control Until Nothing Flows

Pumps. Valves. Seals.

Mar 2, 2026

byGabe Azar

Burton (p2)

Big Oil's Best Friend and Reddit's Least Favorite Stock

Burton (p2)

Mar 2, 2026

byGabe Azar

Halli (p1)

No, Dick Cheney Doesn't Run This Company Anymore

Halli (p1)

Feb 15, 2026

byGabe Azar

Eggsperts

Cal-Maine Foods, From Sunny Side Up to North Pole Down

Eggsperts

Feb 8, 2026

byGabe Azar

The Fastener Kingpin

Fastenal's Data Moat Built One Fastener at a Time

The Fastener Kingpin

Jan 24, 2026

byGabe Azar

Industrial Gases Gone Wild

Air Products and Chemicals goes all-in on megaprojects

Industrial Gases Gone Wild

Jan 15, 2026

byGabe Azar

Built Like a Utility, Priced Like a Gadget

Why Pure Storage continues to show

Built Like a Utility, Priced Like a Gadget
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About Azar Capital Group

Welcome to the Azar Capital Group blog, where we skip the Excel model worship, ignore the latest overhyped trends, and actually hunt for what’s next. We don’t follow the herd; we spot emerging winners early, zero in on companies with genuinely strong supply chains, and chase fresh, high-conviction plays across every sector. Expect sharp takes, zero fluff, and the occasional roast.

I’m Gabe Azar, the nerd running Azar Capital Group. I’ve spent years sidestepping crowded trades to focus on what matters: finding undervalued companies with bulletproof supply chains before the crowd even knows they exist. When I’m not grinding due diligence, you’ll find me reading, watching Outdoor Boys, and touching grass.

The Azar Group

Delivering sharp market insights for a smarter kind of market intelligence.

© 2026 Azar Capital Group.
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