Robert Reynolds
Robert Reynolds @RobertMERC

Performanță
Toate

2.87%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%
Discuții
Robert Reynolds
Spania
10z
Dear Valued Investors, As we close out the year, I want to begin with a brief and sincere note. I’m a few days late in wishing you a Merry Christmas, but that delay comes from being deep in the work rather than distant from it. I hope you enjoyed meaningful time with family and friends, and I want to... Arată alte Traducere
29/12/2025 Livestream
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Robert Reynolds
Robert Reynolds a distribuit o postare prin Robert Reynolds
Spania
1l
A two-year extension of the enhanced ACA subsidies is a clear upside for $OSCR (Oscar Health Inc) because their 2026 outlook was built assuming those subsidies would expire. If subsidies stay in place, enrollment should hold up better than their base case, lapse risk drops, price-sensitivity eases, and... Arată alte Traducere
Robert Reynolds
Spania
2l
This isn’t an easy market, but it’s critical to stay grounded in data and fundamentals rather than headlines. Yesterday, $OSCR (Oscar Health Inc) dropped more than 17% after a Truth Social post from Trump over the weekend referencing ACA subsidies. The reaction was misplaced. Oscar operates in the ACA... Arată alte Traducere
Robert Reynolds
Spania
2l
Dear Valued Investors, I’d like to invite you to a livestream on Wednesday, November 19th, at 18:30 CET, where we’ll unpack Cogent Communications ( $CCOI (Cogent Communications Holdings Inc)) a company the market has written off for the wrong reasons. 𝙒𝙝𝙚𝙣: Wednesday, November 19th, at 18:30 CET 𝙒𝙝𝙚𝙧𝙚:... Arată alte Traducere
24/9/2025 Livestream
www.youtube.com
Robert Reynolds
Spania
2l
This isn’t an easy market, but it’s critical to stay grounded in data and fundamentals rather than headlines. Yesterday, $OSCR (Oscar Health Inc) dropped more than 17% after a Truth Social post from Trump over the weekend referencing ACA subsidies. The reaction was misplaced. Oscar operates in the ACA... Arată alte Traducere
Robert Reynolds
Robert Reynolds a distribuit o postare prin @eToroTeam
eToro
2l
Editat
I think it's pretty cool that we can propose a question for the $ETOR (eToro Group LTD) conference call today. I've asked the following, hopefully we can force management to quantify the few levers that actually move the thesis and the multiple :) "Over the next 12–24 months, what are... Arată alte Traducere
eToro Team
eToro
3l
Editat
📢 eToro Q3 2025 earnings update: $ETOR (eToro Group LTD) We’ll release results Nov 10 before market open. A live webcast will follow at 8:30 AM ET / 5:30 AM PT, where eToro’s management team will discuss the results and answer questions from analysts and the eToro community. 💬 Retail investors... Arată alte Traducere
Robert Reynolds
Spania
2l
Editat
Once the continuing resolution takes effect, federal spending resumes, and the Treasury General Account (TGA), the government’s account at the Federal Reserve, will begin to drain. During the shutdown, cash built up in the TGA because the Treasury kept issuing short-term bills to maintain liquidity while... Arată alte Traducere
Trump takes aim at Obamacare as historic federal shutdown hits 40th day
www.reuters.com
U.S. President Donald Trump doubled down on Sunday on his push to gut Obamacare healthcare subsidies, which his Democratic opponents have insisted on preserving as a condition for ending the 40-day government shutdown.
Robert Reynolds
Robert Reynolds a distribuit o postare prin Robert Reynolds
Spania
2l
Democratic leader Chuck Schumer offered Republicans a deal. Schumer and Thune keeping the Senate in session through the weekend signals genuine movement after weeks of paralysis, both parties feel the mounting political and economic pressure to find an off-ramp. I think we will get a deal soon and the... Arată alte Traducere
Robert Reynolds
Spania
2l
When the government shuts down, spending stops and liquidity dries up as the federal cash that normally circulates through contractors, employees, and transfer payments disappears. At the same time, if the Treasury is rebuilding its General Account (TGA), it is issuing more debt and pulling cash out... Arată alte Traducere
Robert Reynolds
Spania
2l
A quick comment on $CCOI (Cogent Communications Holdings Inc) According to Heavy Reading from $CIEN (Ciena Corp) "Optical Transport Networks for AI" report, high-bandwidth wavelength services (100G+) are expected to see by far the strongest growth from AI traffic over the next three years,... Arată alte Traducere
Robert Reynolds
Spania
2l
When the government shuts down, spending stops and liquidity dries up as the federal cash that normally circulates through contractors, employees, and transfer payments disappears. At the same time, if the Treasury is rebuilding its General Account (TGA), it is issuing more debt and pulling cash out... Arată alte Traducere
Robert Reynolds
Spania
3l
Dear Valued Investors, I hope this note finds you well. I’d like to invite you to a livestream on Wednesday, October 22nd, at 18:30 CET, where we’ll discuss the evolving fundamentals and strategic outlook for Peabody Energy Corporation ($BTU (Peabody Energy Corporation )) — a portfolio position that... Arată alte Traducere
Livestream 22/10/2025
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.

Despre Robert Reynolds
Spania
Strategia: Valoare

Value investor in distressed equities, prioritizing risk & contrarian thinking
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