The Bottom-Up Bulletin

Substack by Robert Reynolds · launched Feb 13, 2021

Independent investment research focused on identifying when widely accepted market narratives are structurally wrong and what the underlying operating data implies instead.

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Paid leaderboard

#300

Subscribers

3.0K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Paid plan

$15/mo

Podcast

Yes

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 41 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Reactions per post

17

average, recent posts

Reactions tracked

208

across 12 posts

Tickers covered

1

in tracked posts

Most-reacted post we have seen: 20-Stock Portfolio Update: What’s Working, What’s Not, and What Comes Next — 25 reactions on Aug 24, 2026.

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Embed code<a href="https://stockmarketwatch.com/finance-newsletters/thepopularinvestor"><img src="https://stockmarketwatch.com/finance-newsletters/thepopularinvestor/card" alt="The Bottom-Up Bulletin — rank, subscribers and growth, tracked by Stock Market Watch" width="600" height="315" /></a>

Recent posts

• Tripadvisor: The Viator Growth Story, TheFork Sale and Capital Allocation Reset

  Sep 9, 2026Paid9 reactions0 comments0 restacks

• First Majestic Silver: Valuing the Upside

  Sep 4, 2026Paid18 reactions5 comments1 restacks

• Rakuten Group: The Mobile Inflection Has Arrived

  Sep 1, 2026Paid15 reactions0 comments0 restacks

• The Yen Carry Trade and Looking at Japanese Equities

  Aug 27, 2026Paid20 reactions0 comments0 restacks

• Intuit Earnings and 2027 Outlook

  Aug 26, 2026Paid13 reactions3 comments0 restacks

• 20-Stock Portfolio Update: What’s Working, What’s Not, and What Comes Next

  Aug 24, 2026Paid25 reactions1 comments0 restacks

• Livestream — Portfolio & Market Update | August 2026

  Aug 20, 2026Paid16 reactions18 comments0 restacks

• Cogent Communications: S&P’s Downgrade and the Deleveraging Path

  Aug 20, 2026Paid15 reactions4 comments0 restacks

• Cogent Wavelengths: The Slowdown Hiding the Real Opportunity

  Aug 19, 2026Paid19 reactions1 comments0 restacks

• Quarterly Portfolio Check-In: What’s Ahead, What’s On Track, and What’s Slipping

  Aug 14, 2026Paid25 reactions3 comments0 restacks

• AT&T’s $152 Billion Debt: What Is It Really Worth Today?

  Aug 12, 2026Paid15 reactions2 comments0 restacks

• CCOI Wavelengths: What the Data Says About Demand, Capacity and Timing

  Aug 11, 2026Paid18 reactions1 comments0 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: The Bottom-Up Bulletin. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 20, 2026.