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Charlie Morris

Charlie Morris

Venture: European Speciality Pharma

Venture: European Speciality Pharma

Issue 35; Personalised Drugs The speciality pharmaceutical industry focuses on high-cost, complex care therapies for patients with challenging disease states. Medications range from oral to cutting-edge injectable and biologic products, which often carry high risks of side effects, and can be personalised to the patient’s needs. The drugs themselves

Trump Slump

Trump Slump

The US stockmarket had a rough week, which I would largely attribute to politics. With a 68% probability of a Trump victory two weeks ago, the market knew what it was getting and rallied. He was a stockmarket-friendly President, as it rose 83% between 2017 and 2021 when he sat

69 Days ‘til Uptober

69 Days ‘til Uptober

ATOMIC 99; Bitcoin mining farms are vast sites that are capable of producing many million trillion hashes per second. The same NVIDIA GPUs used in crypto mining are also used for AI processing, making them high in demand and difficult to come by. Rather than going through the lengthy and

The Low-cost Airline Price War

The Low-cost Airline Price War

With so many changes in the high office, we should ask what the impact on markets will be. Today’s politicians want to spend more money, but they all fear the bond market, which forces them to come across as fiscally responsible. This restricts their room for manoeuvre because their

NEAR Gets an ETP

NEAR Gets an ETP

ByteFolio Issue 117; 💡This issue covers Near (NEAR), Polygon (MATIC, POL), Akash Network (AKT), Ripple (XRP), and Sei (SEI). Given the quantity of new offerings, it is rare that I get excited by another crypto ETP launch. This one is different as the NEAR protocol is finally coming to market.

Elephants Don’t Gallop

Elephants Don’t Gallop

The Zulu Principle by the late Jim Slater was one of the first investment books I ever read, and it got me hooked. He embraced screening stocks for attractive features such as growth, value, relative strength, profitability, cash flow, and more. It was very readable. I have probably read 200

Venture: Another Undervalued Gold Miner

Venture: Another Undervalued Gold Miner

Issue 34; Managing Risk with Diversification This update follows yesterday’s Atlas Pulse, where I examined the latest all-time high for the gold price. I looked at the positive flows into the ETFs following four years of contraction. I also covered inflation, bonds and the money supply. Finally, I looked