Archive - The Bottom-Up Bulletin

ASM International

I’ve decided to sell out of Soitec for now, and revisit it later this year to see how the inventory cycle is looking and whether they are making…

Jul 25 •

Robert Reynolds

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.

Jul 23 •

Robert Reynolds

Oscar’s Q2 Preannouncement

Oscar Health preannounced second-quarter results this morning.

Jul 22 •

Robert Reynolds

Jul 21 •

Robert Reynolds

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…

Jul 18 •

Robert Reynolds

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.

Jul 17 •

Robert Reynolds

Company Snapshot

Jul 16 •

Robert Reynolds

Jul 14 •

Robert Reynolds

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.

Jul 10 •

Robert Reynolds

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.

Jul 10 •

Robert Reynolds

Jul 6 •

Robert Reynolds

Jul 6 •

Robert Reynolds

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