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Weekly Roundup
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Weekly Roundup

ByteTree Track Records in 2024
It has been another interesting year. ByteTree Founder, Charlie Morris, goes through each ByteTree portfolio and provide a performance overview.
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ByteTree
Value Investing: Introducing Cash Flow
Following on from book value, I move on to cash flow (CF), free cash flow (FCF), and free cash flow yield (FCF yield).
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ByteTree
Value Investing: Introducing Book Value
We explore how to use book value (BV), the price-to-book ratio (PBK) and book value per share (BVPS) in value investing.
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ByteTree
Value Investing: Introducing Enterprise Value
The Enterprise Value-to-Sales is an enhancement to the Price-to-Sales Ratio, as EVS provides more information than PSR, so I prefer it.
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ByteTree
Value Investing – The Pepsi Challenge
The price to sales ratio (PSR) for demonstrates how a stable company with similar products over the years has seen the valuation range between...
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ByteTree
Value Investing – The Story of Coca-Cola
I outline the importance of value investing through the lens of the Coca-Cola (KO) share price since the 1960s.
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ByteTree
My Journey in Finance: My Global Trend Fund
I reveal my experience in running a global equity momentum fund during what later turned out to be the worst period for momo investing on record.
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My Journey in Finance: The Momentum Crash
This is a fabulous time to buy the past losers, as The Multi-Asset Investor clients have experienced several times.
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ByteTree
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My Journey in Finance: Riding the Escalators
With a trend-following strategy, momentum investors end up owning valuable stocks. But for the few that made it to the top, hundreds failed.
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ByteTree
My Journey in Finance: How to Build a Momentum Fund
To build a global momentum fund, you can’t look at every stock in the world; you have to cut that down to size.
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ByteTree
My Journey in Finance: Why Momentum Works
In this new series of articles, My Journey in Finance, I wanted to explain why the ByteTree investment process is what it is.
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ByteTree
ByteTree Q3 2024 Quarterly Performance Review
In this quarterly update, I shall review the Soda and Whisky Portfolios alongside Venture, our deep-value research service.
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ByteTree
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