HeyJaredTacticzHazel’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
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 20, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 17, 2026
Latest issues
Kraken Robotics is down 50% from it’s ATH. Is that deserved? (opens the original)
Read excerpt
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 story Kraken Robotics provided. A lot has happened since then and the stock price is now down over 50% from it’s high. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!fLl4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpubl
The Best Investor is a Dead Investor (opens the original)
Read excerpt
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 investorThe funny thing is, this study doesn’t exist. Nobody’s ever found it. Fidelity has never confirmed it. But that doesn’t make the conclusion any less true. There are multiple other studies that all point in the same direction.Barber & Odean published a paper in 2000 called Trading Is Hazardous
The Patriot Shortage: Can we benefit as an investor? (opens the original)
Read excerpt
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 number in itself doesn’t mean much, but it’s the equivalent of 1.5 years of factory output. All fired within just the first 100 hours of that war.And it wasn’t just the US that has been using these systems in the past years; so did the Gulf States when Iran was lashing out in the region. They quickly burned through 86% of their combined
TacticzHazel’s Sunday Shoutout #3 (opens the original)
Read excerpt
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 edition, I want to highlight one of the best, and totally free to read, newsletters on Substack: Hated Moats Investors.I’ve followed Hated Moats since he started posting on X, when he was
Portfolio Update August-26 (opens the original)
Read excerpt
Good day,In this portfolio update, I will share how my portfolio performed this month, compare it to my benchmarks, and share my updated sentiment list.I’ll also share where I stand on each position in the portfolio. With the Q2 earnings seasons almost behind us it is time to look back at where things stand and how to proceed from here.August was a very interesting month. A lot happened in the market, with big moves both up and down in many different sectors.The macro picture is not looking grea
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.