NutStuff
NutStuff, JacobProfessional market insight & stock ideas
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 92 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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commonsensestocks01.substack.comLatest Issues
Why Denmark's North Sea CO2 Plan Beats Britain's £22bn Scheme
Britain has committed £22 billion to carbon capture and storage. Denmark just built a working CO2 storage business out of an old oil rig, for a fraction of that number, and the reason has nothing to do with geology.
Ineos and Harbour Energ...
Why utility, not scarcity, is now the real digital asset trade
Bitcoin’s fixed supply gets all the headlines, and fair enough: 21 million coins against governments that print without limit is a genuinely simple thesis. But the more interesting move in digital assets this week didn’t come from Bitcoin....
Michael Saylor, Bill Miller and the case for digital scarcity
Digital scarcity sat between me and two billionaires yesterday, and neither of them said a word about it. I was on a friend’s 1938 motorboat when the light dropped and we found ourselves moored between Michael Saylor’s boat and Bill Miller’...
Why Bajaj Mobility's KTM turnaround is really three different stocks in one
Same bikes, same brand. The bet changes entirely depending on what price you pay for it.
Bajaj Mobility, the company that now controls KTM and Husqvarna, has traded at three genuinely different prices over the past couple of years, and eac...
Why the UK just spent £71m securing Britain's tungsten supply
China's grip on a metal defence and aerospace can't do without just got a Western answer, and it's sitting in a field in Devon.
Tungsten is not a metal most people can name, but it is one almost nobody can build modern defence, aerospace,...
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The writers behind this newsletter.
Fake news is everywhere—but for investors, only one thing matters: So what? I keep it simple: question, think, laugh, and profit. No fluff, no ads—just sharp insights, stock ideas, and real takeaways. Cut through the noise. Stay ahead!
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