Archive - Bottom-Up Thoughts

Seadrill (SDRL)

Asymmetric balance between rock-solid financials and probable monstrous cash flows

Feb 21 •

Bottom-Up Thoughts

April 2022

Fairfax Financial Holdings

The rebirth of a strong compounder

Apr 29, 2022 •

Bottom-Up Thoughts

Aston Martin Lagonda Deep Dive

Distressed turnaround opportunity

Apr 14, 2022 •

Bottom-Up Thoughts

January 2022

The Bottom-Up Thoughts

Thoughtful deep dives from a freethinker looking at investment opportunities from the other way around.

Jan 5, 2022

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