Hazelnuts Research
Hazelnuts Research, Sensus Capital ResearchFinding exceptional companies at fair prices | Value Investing | Long-Term Focus | No Hype | Our free research newsletter \ud83d\udc47
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | hazelnutsresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Sony — Japan’s Hidden Software Play in Plain Sight
We do not need to introduce Sony to you — headphones, music labels, film production, gaming consoles, semiconductors, a Japanese conglomerate that does it all, and has done it all for decades, a company so familiar it almost feels boring to...
Are we nuts? Our ROI since we started reporting.
To be clear, we’ll be on vacation when Hazelnuts Research has its first birthday, so we’d rather get this update out now. Besides, since Doha isn’t currently a combat zone, it feels like the perfect time to reflect.
BMW - a quality value trap?
You may have already realized that we shifted our investing strategy from high growth, AI, semiconductors, and software to more dividend-strong companies. This has nothing to do with the quality of those growth companies themselves; rather,...
Oneok ($OKE) - stuck in the value pipeline
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Authors
The writers behind this newsletter.
We are private investors sharing personal ideas — not financial advice. Hazelnuts Research is not liable for any losses. Always do your own research. We are not licensed advisors. Contact: [email protected]
Institutional-grade investment research. We identify the signal in the noise with deep-dive Tech analysis, macro strategy, and high-conviction trade ideas.
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