Welcome to Azar Group. I use this space to break down publicly traded companies.
May 25, 2026
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22 min read
Texas Roadhouse is Winning The War
May 15, 2026
21 min read
Steel Dynamics and the structural demand wave that doesn't care what the Fed does
Apr 22, 2026
27 min read
If It Moves. Dana Inc Makes It Possible.
Apr 3, 2026
Lincoln Electric and The Quietly Genius Business of Feeding The Machine
Mar 18, 2026
31 min read
Nobody Thinks About Flow(serve) Control Until Nothing Flows
Mar 2, 2026
17 min read
Big Oil's Best Friend and Reddit's Least Favorite Stock
24 min read
No, Dick Cheney Doesn't Run This Company Anymore
Feb 15, 2026
30 min read
Cal-Maine Foods, From Sunny Side Up to North Pole Down
Feb 8, 2026
32 min read
Fastenal's Data Moat Built One Fastener at a Time
Jan 24, 2026
29 min read
Air Products and Chemicals goes all-in on megaprojects
Jan 15, 2026
Why Pure Storage continues to show
Jan 10, 2026
16 min read
Lennar’s Asset Light Advantage in a Loud Housing Cycle
Dec 21, 2025
19 min read
Goodyear Tries to Outrun Debt, Imports, and Gravity
Nov 16, 2025
They promised intimacy but delivered dopamine
Nov 10, 2025
15 min read
Hayward Is Quietly Building the Operating System for your Swimming Pool
Nov 1, 2025
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
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
