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TacticzHazel’s Substack
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
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Latest posts
10 Stocks to Buy Right Now
I've compiled a list with 10 companies that look interesting right now, with a favorable risk/reward set-up at current valuation.
DLO - Q2-26 Earnings - Quick thoughts
Dlocal just reported earnings and the stock is down 3.5% in AH.
Novo Nordisk: Quick Q2-26 Earnings recap and updated valuation model
Guidance was raised again but the market expected more?
Michael Burry Is Not a Wizard. He's a Genie.
Burry just shorted the entire AI trade, but it seems he is early, again
Taiwan Semiconductor Manufacturing (TSMC) - Deep Dive
Full Investment Thesis - Taiwan Semiconductor Manufacturing
Portfolio Update - July 2026
Up 145% since inception, beating the S&P500 by 1.5x and the all-world ETF by 2x.
Quick thoughts on Microsoft Earnings
Overall this was a strong quarter.
I just added a new position to the portfolio
New position opened today!
Did China just kill ASML's moat?
Everyone is panicking about the wrong China risk. The DUV news is making headlines, but the thing we should be worried about is the MATCH Act.