The Bottom-Up Bulletin
Robert ReynoldsThe Bottom-Up Bulletin is a newsletter that focuses on bottom-up investing in individual public securities. It provides subscribers with in-depth analysis and insights on how to invest in individual stocks by conducting thorough research.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 986 | Subscribers | Read | thepopularinvestor.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The World No Longer Runs on Long-Term Assumptions
### End of Assumed US Primacy: Repricing via Risk Mechanics
WhiteFiber’s $210M Convertible Is Not Cheap, but It’s Rational
WhiteFiber raised $210 million through a convertible note offering to accelerate the build-out of its AI data center footprint.
[VIDEO] Equinor: What Drives Per-Share Value
Equinor’s business model lends itself naturally to a valuation anchored in cash return and share count rather than growth or asset optionality.
[VIDEO] The Forward Curve Is Wrong on European Gas — Equinor Is Positioned to Benefit
Europe’s gas problem is no longer about whether enough gas exists in the world.
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