TacticzHazel’s Substack
TacticzHazelLong-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 | 111 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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tacticzhazel.substack.comLatest Issues
Michael Burry Is Not a Wizard. He's a Genie.
is like the genie in Aladdin; here to make all our wishes come true. But since 2008, he has been prematurely ejaculating from the lamp.
We were ready for him to turn our wishes into gold, but he has arrived too early too many times now.
A...
Taiwan Semiconductor Manufacturing (TSMC) - Deep Dive
It still surprises me that every time I mention TSMC to someone who does not invest, they have absolutely no clue what I am on about. Most people in the world have no idea what TSMC is or what they do. That, in and of itself, is strange, be...
Portfolio Update - July 2026
Up 145% since inception, beating the S&P500 by 1.5x and the all-world ETF by 2x.
It’s been exactly 1 year since my first article on Substack! How time flies.
Quick thoughts on Microsoft Earnings
Overall this was a strong quarter. Topline growth looks strong, but the way Microsoft is getting there is getting more expensive each quarter. Capex and costs are rising fast and hurting the overall FCF. A similar story as Google’s. Microso...
I just added a new position to the portfolio
New position opened today!
Good evening everyone,
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Authors
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
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