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Some quick thoughts on Venezuela
Hi everybody, Some quick thoughts on Venezuela and its immediate impact. Regards, NCP
Jan 5
•
Nugget Capital Partners
25
4
1
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REIT book to start the year
The first REIT report of the year of how I am positioned into the start of 2026. The pereceived risk and tailwind to my thesis.
Jan 2
•
Nugget Capital Partners
22
2
2
10 oil market predictions for 2026
Hi everybody,
Dec 27, 2025
•
Nugget Capital Partners
40
4
Dog-be-gone: 4 stocks NCP expects to recover in 2025
Hi everybody,
Dec 10, 2025
•
Nugget Capital Partners
24
1
Greenfire Resources, a rare heavy oil underperformer
Hi everybody
Dec 1, 2025
•
Nugget Capital Partners
24
9
1
Two outlier Canadian oilfield service names with big insider commitments
Hi everybody,
Nov 21, 2025
•
Nugget Capital Partners
26
1
2
H&R REIT follow-up, a path to a re-rate is near
Not everything goes your way at once.
Nov 15, 2025
•
Nugget Capital Partners
23
16
Buy low, sell high, energy bros.
In early August, Nugget Capital made a bull case for oil “If I had to make a bull case for oil” when many of the bulls were still bearish.
Nov 15, 2025
•
Nugget Capital Partners
32
5
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Nugget Capital Partner's Substack
Energy market research, Canadian REITs, Precious metal stocks.
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