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

#290

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 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Posts

3

last 30 days

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

  CCOI

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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: Sep 30, 2026.