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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | hazelnutsresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Oneok ($OKE) - stuck in the value pipeline
Dear readers,
PayPal ($PYPL): Two Research Desks, One Honest Conversation
This is not a standard earnings review. PayPal Q4 2025 earnings felt like a new episode of some drama series, so we decided it is worth discussing what just happened from two different view points.
SIXT - Hidden Value in Germany
Dear Valuable reader, we are trying to shorten our general thesis to focus on the important aspects - let us know if you liked it.
Venezuela, Oil & Stocks - is now the time to invest?
Congrats – you want to profit from political events, and that brought you here. A true capitalist.
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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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