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TacticzHazel

A long-term value investor publishes company deep dives, portfolio updates, buy and sell decisions, and earnings reviews.

https://tacticzhazel.substack.com/

Mentions66
Posts14
Latest post30 Aug 2026
Broadcom Inc.TacticzHazel’s Sunday Shoutout #2-30 Aug 2026
Credo Technology Group Holding LtdTacticzHazel’s Sunday Shoutout #2-30 Aug 2026
Applied Optoelectronics, Inc.TacticzHazel’s Sunday Shoutout #2-30 Aug 2026
Marvell Technology, Inc.TacticzHazel’s Sunday Shoutout #2-30 Aug 2026
Taiwan Semiconductor Manufacturing Company LimitedTacticzHazel’s Sunday Shoutout #2-30 Aug 2026
Vertiv Holdings CoTacticzHazel’s Sunday Shoutout #2-30 Aug 2026
Alkermes plcOrexins: The Next GLP-1, or Just a Very Good Rare Disease Drug?-28 Aug 2026
Alibaba Group Holding LimitedAlibaba - Funding the Frontier-26 Aug 2026
Badger Meter, Inc.TacticzHazel’s Sunday Shoutout #1-23 Aug 2026
Texas Pacific Land CorporationTacticzHazel’s Sunday Shoutout #1-23 Aug 2026
Netflix, Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Visa Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Sea Limited7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Mastercard Incorporated7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Uber Technologies, Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
AppLovin Corporation7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
S&P Global Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Booking Holdings Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
PDD Holdings Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Advanced Micro Devices, Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
NVIDIA Corporation7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Taiwan Semiconductor Manufacturing Company Limited7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
The New York Times Company7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Macy's, Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Lennar Corporation7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Delta Electronics, Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Alphabet Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
ORLA MINING LTD7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Eldorado Gold Corporation7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Ashland Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Builders FirstSource, Inc.7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Taiwan Semiconductor Manufacturing Company LimitedChanges to the Portfolio Tracker / Investment Library-18 Aug 2026
SK hynix Inc.Changes to the Portfolio Tracker / Investment Library-18 Aug 2026
Microsoft CorporationChanges to the Portfolio Tracker / Investment Library-18 Aug 2026
DLocal LimitedChanges to the Portfolio Tracker / Investment Library-18 Aug 2026
ASML Holding N.V.Changes to the Portfolio Tracker / Investment Library-18 Aug 2026
Nebius Group N.V.Changes to the Portfolio Tracker / Investment Library-18 Aug 2026
SK hynix Inc.10 Stocks to Buy Right Now-17 Aug 2026
Taiwan Semiconductor Manufacturing Company Limited10 Stocks to Buy Right Now-17 Aug 2026
Samsung Electronics Co., Ltd.10 Stocks to Buy Right Now-17 Aug 2026
Netflix, Inc.10 Stocks to Buy Right Now-17 Aug 2026
STIF Société anonyme10 Stocks to Buy Right Now-17 Aug 2026
Kraken Robotics Inc.10 Stocks to Buy Right Now-17 Aug 2026
Xiaomi Corporation10 Stocks to Buy Right Now-17 Aug 2026
Novo Nordisk A/S10 Stocks to Buy Right Now-17 Aug 2026
Constellation Software Inc.10 Stocks to Buy Right Now-17 Aug 2026
NVIDIA Corporation10 Stocks to Buy Right Now-17 Aug 2026
Alibaba Group Holding Limited10 Stocks to Buy Right Now-17 Aug 2026
Mastercard Incorporated10 Stocks to Buy Right Now-17 Aug 2026
DLocal Limited10 Stocks to Buy Right Now-17 Aug 2026
ServiceNow, Inc.10 Stocks to Buy Right Now-17 Aug 2026
Adyen N.V.10 Stocks to Buy Right Now-17 Aug 2026
Axon Enterprise, Inc.10 Stocks to Buy Right Now-17 Aug 2026
DLocal LimitedDLO - Q2-26 Earnings - Quick thoughts-13 Aug 2026
Novo Nordisk A/SNovo Nordisk: Quick Q2-26 Earnings recap and updated valuation model-11 Aug 2026
Nebius Group N.V.Michael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
Oracle CorporationMichael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
Tesla, Inc.Michael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
Caterpillar Inc.Michael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
Micron Technology, Inc.Michael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
NVIDIA CorporationMichael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
Taiwan Semiconductor Manufacturing Company LimitedTaiwan Semiconductor Manufacturing (TSMC) - Deep Dive-7 Aug 2026
Nebius Group N.V.Portfolio Update - July 2026-3 Aug 2026
ASML Holding N.V.Portfolio Update - July 2026-3 Aug 2026
Microsoft CorporationQuick thoughts on Microsoft Earnings-29 Jul 2026
ASML Holding N.V.Did China just kill ASML's moat?-28 Jul 2026