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 |
|---|---|---|---|---|---|
| Issues | 122 | Founded | a year ago | Last Issue | 37 hours ago |
| Active | |||||
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tacticzhazel.substack.comLatest Issues
TacticzHazel’s Sunday Shoutout #3
Welcome to number #3 of my Sunday Shoutout. I will do one more next week, then make it a monthly thing so it doesn’t flood your inbox.
In the first 2 editions, I highlighted:
Edition #1:
Edition #2:
You can find them here:
In this...
Portfolio Update August-26
150% since inception, beating the S&P500 by 1.5x and the all-world ETF by 2x.
Good day,
TacticzHazel’s Sunday Shoutout #2
Last week I posted the first Sunday Shoutout, for a content creator i really enjoy and respect:
I have decided that I will make this a weekly edition for the next 3 version and then move it to a monthly schedule. That way your inbox won’t...
Orexins: The Next GLP-1, or Just a Very Good Rare Disease Drug?
What orexins actually do, where the trials really stand, and the two names I think are most interesting
Imagine being able to sleep like a baby every night (not our baby for some reason).
Alibaba - Funding the Frontier
Occasionally, a story comes across your desk where the market reaction and the underlying economics seem to be telling two different stories.
Alibaba’s (BABA US, 9988 HK) $10.2 billion (HK$80 billion) share sale, Hong Kong’s biggest follow...
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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.
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