Venture

Charlie Morris' Venture explores a wider range of potential opportunities.

Venture · Mar 12, 2026 Pro tier

Issue 113; The War in Iran is driving commodity prices higher. Energy is society’s input cost, and as it

Venture · Mar 9, 2026 Pro tier

There is a tail risk that this conflict drags on. In that scenario, equity markets feel mispriced.

Venture · Mar 2, 2026 Pro tier

The missile strikes on Iran have stirred markets with large moves in natural gas, oil, and precious metals. The dollar is also up.

Venture · Feb 24, 2026

SolGold is in discussions about a takeover by Jiangxi Copper. It held a Court Meeting and a General Meeting on

Venture · Feb 23, 2026 Pro tier

This is a cyclical industrial recovery, and today’s company is well placed to benefit. What’s more, it trades on a rock-bottom valuation.

Venture · Feb 16, 2026 Pro tier

Chemicals are rallying as part of the global recovery in cyclical stocks. We researched the opportunities and have found another gem.

Latest