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 | Founded | a year ago | Last Issue | a month ago |
| Active | |||||
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hazelnutsresearch.substack.comLatest Issues
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.
Subscribe for free to r...
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 ($OKE) - stuck in the value pipeline
Dear readers,
long time no see!!
Thanks for reading! Subscribe for free to receive new posts and support my work.
Since we try to be conservative and safe with our hard earned money we had a hard time paying a premium for stocks that do...
PayPal ($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.
The format is intentionally structured to...
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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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