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Sharp market insights for smarter intelligence

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

Latest Posts

Eggsperts

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

Feb 15, 2026

•

30 min read

Gabe Azar
Gabe Azar
Eggsperts

The Fastener Kingpin

Fastenal's Data Moat Built One Fastener at a Time

Feb 8, 2026

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32 min read

Gabe Azar
Gabe Azar
The Fastener Kingpin

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

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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