HeyJaredSubstack von Philipp
Stock and investment content. Impressum: Philipp Haas Newshores UG Adalbert-Stifter-Straße 3a 82031 Grünwald
- Indexed issues, last 90 days
- 19
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Aug 24, 2026
Latest issues
Kazatomprom: The Low-Cost King of Uranium Nobody in Germany Wants to Own (opens the original)
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On 15 April 2023, a few hours’ drive from my home in Bavaria, the Isar 2 reactor near Landshut was switched off for good. It was one of the most reliable nuclear plants in the world, and with it Germany completed its nuclear exit. A few months later, during a grey, windless week in winter, Germany was importing electricity from its neighbours, some of it nuclear power from France. The Germans call this Dunkelflaute: no sun, no wind, no storage large enough to bridge the gap.I tell this story bec
VersaBank: The Bank Behind the Bank – How a Canadian Branchless Pioneer Wants to Make Asset-Backed Securities Obsolete (opens the original)
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<img alt="" class="sizing-normal" height="744" src="https://substackcdn.com/image/fetch/$s_!noUQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76e860b3-42b5-4838-a8c6-7316e30dd3ab_2430x1242.pn
Eckert & Ziegler: The Pick-and-Shovel Supplier of the Radiopharma Boom – Finally at a Fair Price (opens the original)
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<img alt="" class="sizing-normal" height="802" src="https://substackcdn.com/image/fetch/$s_!hyct!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcf3a9ace-4e67-4e8d-9bd1-0a95d1d482bc_1054x802.png"
2G Energy: How a Quiet Heat-and-Power Mittelständler From Münsterland Became an AI Infrastructure Play (opens the original)
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By Philipp Haas, investresearch.netOne of the very first stocks I ever bought, many years ago, came from a small town in the Münsterland called Heek. Back then the company was still called 2G Bio-Energietechnik, and to most investors it was a sleepy niche supplier of biogas engines to German farmers. Today it trades as 2G Energy, and something I did not expect has happened. The same combined heat and power (CHP) modules that once ran on cow manure gas are now being packed into containers and shi
Photosynth: The Japanese Key Keeper That Nobody Is Watching (opens the original)
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<img alt="" class="sizing-normal" height="700" src="https://substackcdn.com/image/fetch/$s_!BCqE!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcbb04a9e-dc88-4663-ab7f-914f018d1742_866x700
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