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Venture: European Software

Venture: European Software

Issue 52; The 2020/21 bull market in technology was followed by a spectacular bust the following year. Many stocks were propelled to unsustainable levels and have come back down to earth. The good ones have started to recover, such as Zoom (ZM), while the unlucky ones will fall by

Samson and Delilah

Samson and Delilah

Trump’s victory has fuelled a market rally, with US small-caps, banks, and crypto leading the surge, even as concerns over tariffs, deficits, and inflation persist. Global Fund Managers have significantly increased US equity exposure, though the heavy reliance on the top 10 S&P 500 stocks evokes memories

The Geddes Axe

The Geddes Axe

Trades in Whisky and Soda; The US has a $36 trillion debt and an outsized annual budget deficit, which appears to be structural. I say that because a surplus hasn’t been registered since the stockmarket boom of 2000 when capital gains tax revenues surged. Twenty-five years later, the stockmarket

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%