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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
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Robert Reynolds
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ASM International
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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.
Jul 23
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Robert Reynolds
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21
Oscar’s Q2 Preannouncement
Oscar Health preannounced second-quarter results this morning.
Jul 22
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Robert Reynolds
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Oscar’s Q2 Preannouncement
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Hi All,
Jul 21
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Robert Reynolds
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17
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
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Robert Reynolds
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Peabody: Cash Flow That Outlasts the Narrative
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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.
Jul 17
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Robert Reynolds
5
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30
WhiteFiber IPO
Company Snapshot
Jul 16
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Robert Reynolds
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WhiteFiber IPO
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Hi All,
Jul 14
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Robert Reynolds
6
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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.
Jul 10
•
Robert Reynolds
21
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Valaris, Noble, Transocean: Who Wins When the Offshore Bottleneck Bites?
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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.
Jul 10
•
Robert Reynolds
8
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Stock Talk
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39
Livestream
Hi All,
Jul 6
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Robert Reynolds
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18
July Chart
Focus List
Jul 6
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Robert Reynolds
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July Chart
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