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Nugget Capital Partner's Substack

Nugget Capital Partners
Hundreds of paid subscribers

Energy market research, Canadian REITs, Precious metal stocks.

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Substack
PricingFreemiumPublishesWeekly
Issues135Founded3 years agoLast Issue19 days ago
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Latest Issues

Adding a beer stock in size

Hi everybody,

I thought tonight I would write about a new addition to my portfolio, in size, that is around 7% portfolio weight: Molson. In a nutshell, Molson is the world’s #4 largest brewery, with dominant market share in Canada (estimat...

19 days ago
29
10

Staying the course on H&R REIT

I may be tiring some readers with my bullishness on H&R REIT, but I felt compelled to write an update due to a few new known facts.

I may be tiring some readers with my bullishness on H&R REIT, but I felt compelled to write an update due t...

25 days ago
19
1
Paid

10 utmost bearish oil signs on X

Hi everybody,

Many of my followers are interesting in my oil market views so I feel compelled to share them from time to time, even when I do not see the best opportunity in the space, which includes now. While oil has been a great perform...

a month ago
25
6

NCP is adding to food stocks

Record low multiples, high free cash flow, big dividends and overplayed narratives

Hi everybody,

2 months ago
31
12
Paid

Why I continue to add to H&R REIT

Hi everybody,

Hi everybody,

2 months ago
22
3
Paid

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  • Nugget Capital Partners

    Energy market enthusiast and investor. Research analyst specializing in commodities, primarily focused on Canadian energy markets. Equity & Derivatives trader. Constantly on the pursuit for both long and short opportunities.

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