The Bottom-Up Bulletin

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Portfolio weekly
Week ending 26/4/2024
 • 
Robert Reynolds
22:48
Howard Hughes Corporation (HHH)
Howard Hughes Corporation is a unique company in that it operates in a capital intensive and high risk land development industry while also controlling…
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Robert Reynolds
2
52:42
Livestream
Hi All, Here is a link to tomorrow’s Livestream, if you cannot attend and have a question you would like me to cover please comment below. Looking…
 • 
Robert Reynolds
16
Stock Talk
Tomorrow, 4:00 pm 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
29
Portfolio Weekly
Week ending 19/4/2024
 • 
Robert Reynolds
41:08
Livestream
Hi All, Here is a link to tomorrow’s Livestream, if you cannot attend and have a question you would like me to cover please comment below. Looking…
 • 
Robert Reynolds
8
Stock Talk
Today, 4:00 pm 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
25
Portfolio Weekly
Week ending 12/4/2024
 • 
Robert Reynolds
3
1:04:30
Livestream
Hi All, Here is a link to tomorrow’s Livestream, if you cannot attend and have a question you would like me to cover please comment below. Looking…
 • 
Robert Reynolds
15

March 2024

AerCap, Air Lease & the Aircraft market
In 2023 we purchased Vonovia, the largest residential landlord in Europe that was trading at a 50% discount to its tangible book value. At the time…
 • 
Robert Reynolds
47:04
Portfolio Weekly
Week ending 29/3/2024
 • 
Robert Reynolds
39:09
April Charts
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Robert Reynolds
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