Locked into Tech
We have identified a leading company in a core market for AI applications that we believe is of high quality and trades at a sufficient discount to merit inclusion in the ByteTree Quality portfolio.
Kit Winder
Latest
ByteTree Quarterly Investor Letter – Q4 2025
In this Q4 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since January 2016. I shall also touch on some of our other services.
Venture: Global Mining
It is hard to ignore the gold versus copper relationship. Copper has never been this cheap versus gold, and on a long-term view, these will converge again.
Quality Update December 2025
We launched ByteTree Quality because we felt that true quality stocks were falling out of favour to an extreme degree, making it the perfect time to start building them into a portfolio.
GTI: Deep Market Intelligence
I hope you had a good Christmas. The New Year beckons, and 2026 is going to be another interesting year.
Venture: Latin American Energy
This week, we find ourselves in Latin America with another straightforward and compelling value situation.