Venture

Venture: Update

The curious thing about the latest rally is how the market has been so strong despite having such weak breadth. This week, we are reducing some risk.

Jun 8 • ByteTree

Venture Portfolio Update

Today, I offer a short update on a portfolio holding.

Jun 3 • ByteTree

Venture: Sports and Trainers

The big sport brands have all picked up in recent months, countering the bearish narrative around consumer weakness. We’ve picked our favourite.

Jun 1 • ByteTree

Venture: Building Robots

Robotics is the real-world application of AI. It is an exciting prospect to know that in the coming years, robots will be running around us.

May 26 • ByteTree

Venture: Commodities

The second-cheapest commodity group vs gold is agriculture, and that is what I will discuss today.

May 18 • ByteTree

Venture: Japan Internet

Semiconductor stocks are seemingly the only game in town, driven by booming chip prices, in the scramble to generate compute.

May 11 • ByteTree

Venture: Portfolio and Track Record

I have decided that the time has come to express the performance of ByteTree Venture as a portfolio. That means not just buy and sell prices with…

May 5 • ByteTree

Venture: Update

The problem for value investors in this market is not the lack of cheap companies to buy, but the lack of interest in them.

Apr 27 • ByteTree

Venture: Update

The April market recovery has been impressive, but less so for gold and the metals.

Apr 22 • ByteTree

Venture: Payments

The global payments sector was a strong growth story pre-pandemic. Now, payment stocks are showing promise again.

Apr 20 • ByteTree

Venture: FinTech

I have highlighted the increase in the money supply, and this company is likely to participate in a strong momentum-led environment.

Apr 16 • ByteTree

Venture: Update

Gold is a store of value, but aluminium is more of a store of energy. It makes me wonder how much things could change should this energy crisis persist.

Apr 13 • ByteTree

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