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Charlie Morris

Charlie Morris

Venture: Space Technology

Venture: Space Technology

The Final Frontier Just a few years ago, I was asked to review a space fund, and I wrote it off as ridiculous. Virgin Galactic (SPCE) was 10% of the portfolio, valued in the billions, with no sales. The shares dropped 99% but I believe Branson sold at a good

China’s Coming to Crypto

China’s Coming to Crypto

ByteFolio Issue 135; 💡This issue covers Stacks (STX) and Sandbox (SAND). As Bitcoin flirts with $100k, we should remember that big round numbers are often a stalling point. Bitcoin challenged: * $10 in June 2011, with consolidation until November 2012. * $100 in March 2013, with consolidation until October 2013. * $1,000

Value Investing: The Story of Coca-Cola

Value Investing: The Story of Coca-Cola

My Journey in Finance; Having covered momentum in the last series, I now look to value. It is a subject that becomes increasingly important with experience because it is the only strategy that lasts the test of time. I will outline value through the lens of the Coca-Cola (KO) share

Gilts in a Low-Growth Environment

Gilts in a Low-Growth Environment

Trade in Soda; Since the UK Chancellor’s recent budget on 30th October, there has been much focus on the UK cost of borrowing. That follows the two previous attempts for the UK 30-year gilt yield to cross above 5%, a level not seen since 1998. It seems that 5%

The US Is the Catalyst in This Bitcoin Rally

The US Is the Catalyst in This Bitcoin Rally

ByteFolio Issue 134; 💡This issue covers Avalanche (AVAX), Dogecoin (DOGE), Cardano (ADA), Ripple (XRP), and Cronos (CRO). The Bitcoin price trend is strong and in new all-time high territory. The US is driving this rally with friendly government policy. I think the rest of the world is watching from the

Venture: Portfolio Update

Venture: Portfolio Update

Issue 50; It has been an unusually quiet month at Venture as the market digests the major changes in the outlook following the Trump landslide victory. While there have been well-flagged moves in crypto and Tesla, markets have been surprisingly thin, especially in UK and European small and mid-caps. Don’

Opposites Attract – Gold Can No Longer Ignore Bitcoin

Opposites Attract – Gold Can No Longer Ignore Bitcoin

Atlas Pulse Gold Report Issue 99; The US Government holds 261.5 million ounces of gold worth $680 billion and 203,222 Bitcoin worth $18.9 billion. Is that enough to start a strategic reserve? President-Elect Trump thinks it is. The confiscated Bitcoin will no longer be held at the