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Azar Capital Group
Parking Lots Don't Lie

May 25, 2026

•

22 min read

Parking Lots Don't Lie

Texas Roadhouse is Winning The War

Gabe Azar
Gabe Azar
Scrap In, Money Out

May 15, 2026

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21 min read

Scrap In, Money Out

Steel Dynamics and the structural demand wave that doesn't care what the Fed does

Gabe Azar
Gabe Azar
The Driveshaft Dons

Apr 22, 2026

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27 min read

The Driveshaft Dons

If It Moves. Dana Inc Makes It Possible.

Gabe Azar
Gabe Azar
Robot's Will Still Need Wire.

Apr 3, 2026

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27 min read

Robot's Will Still Need Wire.

Lincoln Electric and The Quietly Genius Business of Feeding The Machine

Gabe Azar
Gabe Azar
Pumps. Valves. Seals.

Mar 18, 2026

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31 min read

Pumps. Valves. Seals.

Nobody Thinks About Flow(serve) Control Until Nothing Flows

Gabe Azar
Gabe Azar
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