The Bottom-Up Bulletin

The Bottom-Up Bulletin

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Hi All,
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Robert Reynolds
7
Peabody: Cash Flow That Outlasts the Narrative
Peabody Energy represents an asymmetry that’s rare in public markets, a hated industry leader generating massive cash, with a valuation that implies an…
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Robert Reynolds
2
Stock Talk
Tomorrow, 16:00 CET we will be live to discuss and breakdown interesting opportunities in the market followed by a Q&A in the second half of the call.
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Robert Reynolds
30
WhiteFiber IPO
Company Snapshot
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Robert Reynolds
Livestream
Hi All,
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Robert Reynolds
17
Valaris, Noble, Transocean: Who Wins When the Offshore Bottleneck Bites?
Offshore drilling isn’t just recovering — it’s structurally rebalanced in a way the market still underestimates.
 • 
Robert Reynolds
Stock Talk
Tomorrow, 16:00 CET we will be live to discuss and breakdown interesting opportunities in the market followed by a Q&A in the second half of the call.
 • 
Robert Reynolds
39
Livestream
Hi All,
 • 
Robert Reynolds
18
July Chart
Focus List
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Robert Reynolds
Veolia Enviornment SA
I think Veolia (VIE) is a great example of a global multi-utility that gets a lot right.
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Robert Reynolds

June 2025

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