Robert Reynolds
Robert Reynolds @RobertMERC

الأداء
الكل

16.61%2026
2026
16.60%2025
2025
3.56%2024
2024
36.97%2023
2023
-29.80%2022
2022
26.67%2021
2021
35.29%2020
2020
37.0%0%-37.0%
المناقشات
Robert Reynolds
Robert Reynolds
إسبانيا
15يوم
تم التعديل
Dear Valued Investors, I’d like to invite you to our next livestream on 𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲, 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 30𝐭𝐡, at 18:30 𝑪𝑬𝑻, where we’ll discuss a fairly important shift in the portfolio, namely the decision to sell out of our energy exposure almost entirely and how I am thinking about deploying... عرض المزيد ترجم
30/9/2026 Livestream
www.youtube.com
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Robert Reynolds
Robert Reynolds
إسبانيا
2شهر
Dear Valued Investors, I’d like to invite you to our next livestream on 𝙏𝙝𝙪𝙧𝙨𝙙𝙖𝙮, 𝘼𝙪𝙜𝙪𝙨𝙩 20𝙩𝙝, at 18:30 𝐂𝐄𝐓, where we’ll review the latest earnings across a number of our holdings and discuss how the results have changed our expectations going forward. 𝙒𝙝𝙚𝙣: Thursday, August... عرض المزيد ترجم
20/8/2026 Livestream
www.youtube.com
Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.
Robert Reynolds
Robert Reynolds
إسبانيا
3شهر
Dear Valued Investors, I’d like to invite you to a livestream on 𝙏𝙪𝙚𝙨𝙙𝙖𝙮, 𝙅𝙪𝙡𝙮 𝟮𝟴𝙩𝙝, at 𝟭𝟴:𝟯𝟬 𝘾𝙀𝙏, where we’ll discuss several recent changes to the portfolio and the themes that are increasingly shaping our investment decisions. 𝙒𝙝𝙚𝙣: Tuesday, July 28th, at 18:30 CET 𝙒𝙝𝙚𝙧𝙚:... عرض المزيد ترجم
Livestream 28/7/2026
www.youtube.com
Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.
Robert Reynolds
Robert Reynolds
إسبانيا
3شهر
تم التعديل
Following the recent weakness in the share price for $CCOI (Cogent Communications Holdings Inc), I wanted to focus on the recent improvements for the company in the video attached. Link: youtu.be/zOwlN5j5jrs?si=i-w0-MGhF9m9C1hg The position has been painful in the short term, but the reason for holding... عرض المزيد ترجم
Cogent Update, Deep Value and Debt Clarity
www.youtube.com
Robert Reynolds
Robert Reynolds
إسبانيا
4شهر
Below I'm making the argument for $CCOI (Cogent Communications Holdings Inc) which is arguable one of the most misunderstood company in the portfolio but one which I have very high conviction in. Happy to hear you're feedback. There are at least four distinct pieces here of the business, you... عرض المزيد ترجم
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CCOI
Cogent Communications Holdings Inc
9.56
-0.3800 (-3.82%)
Robert Reynolds
Robert Reynolds
إسبانيا
4شهر
Dear Valued Investors, I’d like to invite you to a livestream this 𝙏𝙃𝙐𝙍𝙎𝘿𝘼𝙔, 𝙅𝙐𝙉𝙀 18𝙏𝙃, at 18:30 CET, where we’ll discuss two of the most important themes currently shaping our portfolio positioning: developments in the energy market and the opportunities emerging across software. 𝙒𝙝𝙚𝙣:... عرض المزيد ترجم
18/6/2026 Livestream
www.youtube.com
Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.
Robert Reynolds
Robert Reynolds
إسبانيا
5شهر
Dear Valued Investors, I’d like to invite you to a livestream on Wednesday, May 27th, at 18:30 CET, where we’ll take a closer look at a developing theme we’ve recently started positioning around within the portfolio. The discussion will focus on how AI is beginning to reshape parts of the software... عرض المزيد ترجم
27/5/2026 Livestream
www.youtube.com
Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.
Robert Reynolds
Robert Reynolds
إسبانيا
5شهر
I wanted to provide a quick ad hoc video update ahead of the next livestream, which is likely to be the following Wednesday rather than this Wednesday. Last week was a busy earnings period, with roughly half the portfolio reporting within 48 hours. May has been volatile so far, with most of the drawdown... عرض المزيد ترجم
Cogent Sell-Off, AI Winners & Energy Volatility: Portfolio Update
www.youtube.com
Enjoy the videos and music that you love, upload original content and share it all with friends, family and the world on YouTube.
Robert Reynolds
Robert Reynolds
إسبانيا
6شهر
Dear Valued Investors, I’d like to invite you to a livestream on Wednesday, April 22nd, at 18:30 CET, where we’ll take a clear-eyed look at the current economic landscape and how it’s shaping market behavior and positioning. 𝙒𝙝𝙚𝙣: Wednesday, April 22nd, at 18:30 CET 𝙒𝙝𝙚𝙧𝙚: www.youtube.com/live/8lhB4siStgI?si=Uv5Jd4t9gzf6a_p4 𝙒𝙝𝙖𝙩... عرض المزيد ترجم
Robert Reynolds
www.youtube.com
Livestream 22/4/026
Robert Reynolds
Robert Reynolds
إسبانيا
6شهر
I do 𝙣𝙤𝙩 think the most likely outcome here is classic stagflation. What I think we are looking at instead is a 𝙨𝙪𝙥𝙥𝙡𝙮-𝙨𝙝𝙤𝙘𝙠 𝙨𝙡𝙤𝙬𝙙𝙤𝙬𝙣. Meaning higher headline inflation, weaker hiring, margin pressure, and slower real activity, but with elements that echo both the 1940s and the... عرض المزيد ترجم

نبذة Robert Reynolds
إسبانيا
استراتيجية: القيمة

Value investor focusing on distressed equities with a long-term, risk-managed approach.
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862 الناسخون
2.4M المتابعون

تجار مشابهون

تم تداوله مؤخرًا

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