Venture

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 •

Venture: European Software

I discuss a compelling European software company that has been heavily derated despite delivering on growth.

Nov 29, 2024 •

Venture: Space Technology

Space ETFs hold companies like Iridium (IRDM), Echostar (SATS) & AST SpaceMobile (ASTS) - growing businesses at the forefront of communications.

Nov 25, 2024 •

Venture: Portfolio Update

It has been an unusually quiet month at Venture as the market digests the major changes in the outlook following the Trump landslide victory.

Nov 18, 2024 •

Secure Trust Bank Update

Recent news on Secure Trust Bank.

Nov 4, 2024 •

Venture: The Peace Dividend

This impressive and resilient company has been fighting for survival and has turned the corner.

Oct 28, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts