Venture: UK Small Cap
Issue 3;
An undervalued UK high-growth company that is innovative and that generates strong cash flow. It is buying back its shares at a low price.
Charlie Morris
Bitcoin Is Not in a Bear Market
ATOMIC 89;
Bitcoin is softening, and the network is cooling, but we know where the low is. Good things could happen should ETFs get approval, and the next halving is just seven months away.
ByteTree ATOMIC
Analysis of Technical, On-chain, Macro, Investment Flows and Crypto Stocks.
Highlights
Technicals
Slipping
On-chain
Index-Linked Bonds and Oil
Trade in Whisky;
It is time to re-examine index-linked bonds because once we are sure that prices have settled, there is no better risk-free investment out there. Investors receive a return that is backed by the government, compensates for inflation and more. Nothing else does that for certain. I will
Turkey Embraces Crypto
💡This issue covers Ethereum (ETH), MakerDAO (MKR), Ripple (XRP), Solana (SOL), and Xinfin (XDC).
The Ethereum blockchain has dropped to 0/5 on the health score, which means transaction activity is declining. It has caused our fair value to slide below $1,500. We are not tied to that, but
Venture: UK Small Cap
Issue 2;
This UK small cap was devastated by the pandemic. The shares are now dirt cheap and, following today’s announcement, have less risk.
The Price of Luxury and Our New Venture
LVMH (MC) has become Europe’s most valuable company. Last year, they sold €80 billion of luxury goods from 75 different brands, mainly in fashion and clothing. The business of luxury is remarkable because it seems to be one of the few areas outside of software that can make supernormal
Venture: UK Large Cap
Issue 1;
Venture begins, and I am delighted as it will give me the opportunity to share some of the higher risk, less liquid, and controversial ideas that I come across in markets. Currently, I see them, and they go straight to the bin, which seems such a waste.
