Long-Term Investor with a Value Mindset. Here you can find Deep dives, Not so Deep dives, Portfolio updates, my buys/sells and earnings reviews
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 127 | Founded | a year ago | Last Issue | a month ago |
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tacticzhazel.substack.comLatest Issues
Portfolio Update September 2026
Up 158% since January 2023 at at 28.3% CAGR.
Good day to you all,
IMPORTANT UPDATE FOR THE CHANNEL
Hi all,
I'm scaling back (paid) content until January 2027.
Every paid subscriber gets 2 free months added to their subscription to make up for that.
Here is why:
As some of you might have noticed, I’ve been a bit less active these pa...
Kraken Robotics is down 50% from it’s ATH. Is that deserved?
An update on my Kraken Robotics investment thesis
Last year I wrote this investment thesis on Kraken Robotics. Back then it was a stock that got a lot of hype and traction. A lot of investors were impressed with the potential and growth st...
The Best Investor is a Dead Investor
A viral 2014 Fidelity study taught us that the best-performing accounts from 2003 to 2013 were held by participants who had totally forgotten about them. Hence the quote:
The best investor is a dead investor
The funny thing is, this...
The Patriot Shortage: Can we benefit as an investor?
A look into the Patriot shortage and the companies set to benefit from it
The War in Iran and Ukraine have led to a surge in the usage of Patriot batteries. In just the first 4 days of the war in Iran, 943 interceptors were fired. That num...
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The writers behind this newsletter.
Independent equity investor and researcher | Focus on high-quality companies with moats and strong balance sheets. | Sector deep dives, research and investment ideas
AP Research is an independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas, expressed both in research and in our own capital.
Investing in undervalued quality businesses with attractive growth potential
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