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SUMMARY
Nutstuff Thoughts & Ideas Triweekly:
Common sense, so what, investable conclusions I look at news, themes, stock ideas and off the wall issues, and there is no clutter with advertising. It is short and very readable. I aggregate, originate and then conclude.
Weekly Portfolio Report:
We believe in a common sense and thematic approach to investing, beginning with the macro and drilling down into a long-only portfolio that is grounded in long term secular trends.