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Charlie Morris

Charlie Morris

Venture: China Internet

Venture: China Internet

Issue 25; I am exploring the holdings within EMQQ and will highlight the best opportunities I can find. The focus is on companies displaying value and growth, and easily accessible by international investors, which normally means there is a US listing. JD.COM (JD USA, 9618 HK) “JD.com is

The Canary in the Coal Mine

The Canary in the Coal Mine

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 30th April 2024, the new target weights for the BOLD Index are 24.8% Bitcoin and 75.2% Gold. The Vinter ByteTree BOLD1 Index (BOLD) invests in Bitcoin and Gold. BOLD combines the world’s two most liquid alternative assets on

Emerging Market Internet

Emerging Market Internet

In last week’s flash note, I highlighted the opportunity in Emerging Market Internet Stocks and the ETF that tracks them, EMQQ. Just to confuse you all, EMQQ is the USD ticker, and the company’s brand name. The GBP ticker is EMQP. I shall refer to the index as

When’s Alt-season?

When’s Alt-season?

ByteFolio Issue 105; Crypto breadth has slumped. The recent peak occurred on 13 March, shortly before halving, and has dropped back to less excitable levels. At this point, there are still few downtrends by bear market standard, because it takes time for the 280-day moving averages to turn down. That

Happy Birthday BOLD

Happy Birthday BOLD

On 27th April 2022, I rang the bell at the SIX Exchange in Zurich to launch the 21Shares ByteTree BOLD ETP (BOLD SW). It was an unfortunate time as Bitcoin soon faced one scandal after another, and within weeks, BOLD had slumped below the world’s stockmarkets. BOLD ETP Versus

Predictions for Bitcoin’s Fifth Epoch

Predictions for Bitcoin’s Fifth Epoch

ATOMIC 96; The last two halving cycles saw post-halving October breakouts, but it happened in 2013 as well, albeit a second run on that occasion. Little wonder it’s called Uptober. If I had to guess, I would go with a repeat of that thesis in 2024, as it would

Venture: Small-cap Industrial

Venture: Small-cap Industrial

Issue 24; Read all about it. Smiths News (SNWS) “Smiths News is the UK’s leading newspaper and magazine wholesaler.” I recently met a major shareholder, Blake Nixon, the manager of the Worsley Trust (WINV), which has a 4% stake in Smiths News. He is an activist value investor and