The Bottom-Up Bulletin

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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
4
Portfolio Weekly
Week ending 19/4/2024
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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
1:04:30
3
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…
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Robert Reynolds
47:04
Portfolio Weekly
Week ending 29/3/2024
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Robert Reynolds
39:09
April Charts
Focus List
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Robert Reynolds
Stock Talk
**I will be away on Friday and for next week, so the stock talk livestream will be brought forward one day Tomorrow, 4:00 pm CET we will be live to…
 • 
Robert Reynolds
7
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
12
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
17
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