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Sharp market insights for smarter intelligence

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

Latest Posts

Industrial Gases Gone Wild

Air Products and Chemicals goes all-in on megaprojects

Jan 24, 2026

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29 min read

Gabe Azar
Gabe Azar
Industrial Gases Gone Wild

Built Like a Utility, Priced Like a Gadget

Why Pure Storage continues to show

Jan 15, 2026

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17 min read

Gabe Azar
Gabe Azar
Built Like a Utility, Priced Like a Gadget

Building Through the Pain

Lennar’s Asset Light Advantage in a Loud Housing Cycle

Jan 10, 2026

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16 min read

Gabe Azar
Gabe Azar
Building Through the Pain

Changing the Tires While the Car Is on Fire

Goodyear Tries to Outrun Debt, Imports, and Gravity

Dec 21, 2025

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19 min read

Gabe Azar
Gabe Azar
Changing the Tires While the Car Is on Fire

Dating Apps Are Where Romance Goes to Die

They promised intimacy but delivered dopamine

Nov 16, 2025

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21 min read

Gabe Azar
Gabe Azar
Dating Apps Are Where Romance Goes to Die

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, your grandma’s favorite investor, 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.

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