Venture

Venture: Portfolio Update

Despite the rotation towards Europe, we are yet to see moves in the UK with small and mid-cap indices.

Mar 7 •

Venture: High-Tech Steel

This note covers a high-tech European steel business that is not only debt-free and profitable but sits on a cash pile greater than its market cap.

Mar 3 •

Space: The Next Frontier of Asset Allocation?

I highlight the interview on the Money Maze Podcast with Mark Boggett, CEO of Seraphim Space Investment Trust (SSIT).

Feb 24 •

Venture: Portfolio Update

When Venture was launched in September 2023, it was obvious that many UK and European stocks, especially small and mid-caps, were oversold.

Feb 7 •

Venture: Offices for the 21st Century

This company has been weighed down since the pandemic, but recovery is now well underway.

Jan 30 •

Venture: Portfolio Update

Gold is booming, beating the S&P 500 since the turn of the century and trading at an all-time high in most currencies. Yet investors ignore it.

Jan 17 •

Alliance Pharma (APH) Bid

This offer represents a 40.1% premium to the closing price on 9th January 2025, and yet again, the deal is priced at the consensus analysts’ fair value.

Jan 13 •

Venture: Follow-up Note to Issue 55

This is a follow-up note to yesterday's Venture issue.

Jan 9 •

Venture: Japan Auto

Japan offers four attractive things to investors: high-quality companies, low valuations, an undervalued currency, and momentum.

Jan 8 •

Venture: Portfolio Update

It has been a strong month for ByteTree Venture, with most stocks performing well. There is plenty of catch-up yet to come.

Dec 12, 2024

Venture: Domestic Japanese Value

These days, valuations in Japanese equities are much more attractive, and in small caps, they are dirt cheap.

Dec 9, 2024 •

Keller Group Plc (KLR) – Take Profits

Venture lets stocks roll off after a year unless there is compelling near-term value to be captured. It’s time to take profits.

Dec 6, 2024 •

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