Welcome to Azar Group. I use this space to break down publicly traded companies and build creative strategy briefs, part research lab, part creative playground.
Nov 10, 2025
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15 min read
Hayward Is Quietly Building the Operating System for your Swimming Pool
Nov 1, 2025
19 min read
IBM’s Quiet Comeback in a Loud AI World
Oct 7, 2025
What OPEC was to oil, CoreWeave is becoming to intelligence.
Sep 30, 2025
A. O. Smith’s Boring Products, Beautiful Margins, and Unkillable Business Model
Sep 19, 2025
18 min read
The pet segment’s rotting, the snacks are stale, and the cold coffee hasn’t even launched.
Sep 14, 2025
Smith & Wesson aims for a turnaround, but hits some blanks along the way
Aug 29, 2025
Robinhood Plans on Turning Degens Into Lifelong Customers
Aug 11, 2025
17 min read
MP’s magnet plant isn’t just a factory but a money printer wrapped in a Department of Defense contract.
Jul 27, 2025
O’Reilly Built a Compounder in a Category Everyone Ignored
Jul 6, 2025
A $1 Billion Breakup Fee Was Just the Beginning for Figma
Jun 23, 2025
12 min read
We Dug Into Nano So You Don’t Have To—Turns Out, There’s a Real Business in There Now
Jun 11, 2025
Why The GEO Group Might Be the Most Controversial and Most Profitable Policy Trade of the Decade.
May 10, 2025
8 min read
a fake creative brief for ramp
May 7, 2025
9 min read
a fake creative brief for Trek.
May 3, 2025
a fake creative brief for Wander.
Apr 26, 2025
a fake creative brief for Red Wing Boots
Apr 23, 2025
10 min read
A fake creative brief for Beats By Dr. Dre
Apr 19, 2025
A fake creative brief for Rainmaker
a fake creative brief for Palantir
Apr 16, 2025
A fake creative brief for Impulse.
Apr 14, 2025
a fake creative brief for Yellowbird Sauces
Apr 12, 2025
13 min read
Oracle’s Billion-Dollar Infrastructure Bet—and the Patience It Demands
Apr 11, 2025
7 min read
A fake creative brief for Flexport
Apr 10, 2025
A fake creative brief for Boom.
Apr 7, 2025
How One Company Is Powering the Machines... and the Margins
