TacticzHazel’s Substack

TacticzHazel’s Substack

DAVE (Deep Dive)

DAVE is still under everyone's radar. It's fast-growing, has a simple business model and I think it's very undervalued. Check out my full thesis below!

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TacticzHazel
Sep 08, 2025
∙ Paid

Dave is one of those companies that is unloved because of history. Their old business model justified this hate and things did not look good. But, a company can change. And that provides a new opportunity. And that is exactly what Dave did! And I think we are still early in this turnaround. So let’s dive in:

What does Dave do?
Simply put: Dave is a U.S. f…

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