Welcome to Azar Group. I use this space to break down publicly traded companies.
Sep 12, 2026
•
6 min read
Diesel approaches $6, Oklo & PJM, ACS new Facility, Base Power, Papa Johns + Walmart = Hunger Solved.
Sep 9, 2026
12 min read
The physical economy is getting repriced as capital chases scarce materials, skilled labor, infrastructure, automation, and the businesses keeping the real world moving.
Sep 6, 2026
3 min read
Exploring Hoka’s French takeover, Startup product picking, K-shaped luxury cars, whiskey culture, Zach Dell on David Senra, is AI trading commodities, brand mechanics, and Afghan mining investment opportunities.
Sep 4, 2026
Long John Silver's, Dirac, and Pacific Fusion power big moves across fast food, enterprise AI, nuclear tech, and shifting global markets.
Sep 2, 2026
25 min read
selling cooling systems to data centers and air vents to houses
Sep 1, 2026
Coatings, robotics, and nuclear are securing that data center money. Farm equipment isn't, and Deere's workforce just voted no on the deal in front of them..
Aug 31, 2026
5 min read
Industrials and Supply Chains.
Aug 10, 2026
20 min read
Greenbrier's Cycle Bet Has No Departure Time Posted
Jul 30, 2026
23 min read
Newton Golf has the fitters, the tour pros, and the world record. What it might not have is runway.
Jul 19, 2026
US Foods' Is Quietly Taking Over Restaurant Back Offices'
Jun 30, 2026
Everus Construction Group Is the Contractor Hyperscalers Prayed For
May 25, 2026
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
