Weird Shit Investment Conference

Weird Shit Investment Conference

Issue 31;

My Take on the Best Ideas

I recently attended the “Weird Shit Investment Conference” hosted by pro investor Swen Lorenz. The conference was so named because someone suggested he hosted a conference focused on all the “weird shit” investment ideas they liked to discuss in his circles. That often meant small and mid-cap stocks in faraway places or special situations that were complex.

I attended the London event, and there were around 19 presentations over the course of the day. They were generally small and mid-cap stocks, trading on major markets and so not too difficult to access. However, some were small and hard to trade. There was another event in New York that I did not attend.

I have reviewed the companies that I found to be the most interesting and provided a brief overview. I have also selected the best of the best, the company that I felt was the most compelling opportunity I heard about at the conference. More about that at the end of the note.

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General - Your capital is at risk when you invest, never risk more than you can afford to lose. Past performance and forecasts are not reliable indicators of future results. Bid/offer spreads, commissions, fees and other charges can reduce returns from investments. There is no guarantee dividends will be paid. Overseas shares - Some recommendations may be denominated in a currency other than sterling. The return from these may increase or decrease as a result of currency fluctuations. Any dividends will be taxed at source in the country of issue.

Funds - Fund performance relies on the performance of the underlying investments, and there is counterparty default risk which could result in a loss not represented by the underlying investment. Exchange Traded Funds (ETFs) with derivative exposure (leveraged or inverted ETFs) are highly speculative and are not suitable for risk-averse investors.

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Investment Director: Charlie Morris. Editors or contributors may have an interest in recommendations. Information and opinions expressed do not necessarily reflect the views of other editors/contributors of CryptoComposite Ltd. ByteTree Asset Management (FRN 933150) is an Appointed Representative of Strata Global Ltd (FRN 563834), which is regulated by the Financial Conduct Authority.

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