Venture: USA Software
The idea was that software would be disrupted by AI. We believe that view was overdone, and now the market agrees.
Kit Winder
Latest
Venture: European Chemicals
Following this trade, the ByteTree Venture Portfolio will be invested across 31 different companies and commodities. This latest chemical stock will fit into industrials, where we already have 9% invested.
Slow and Steady
175,000 words in nine months. That’s what building the ByteTree Quality portfolio has required - and that wasn’t
Venture: Energy
Currently, it’s all about the energy mix. Heating oil is a heavy product, similar to diesel and jet fuel, where the market is tight.
Over and Above
Today’s recommendation has shifted from a growth stock to a quality stock, with an operating model that supports continued success.
Venture: Recruitment
This latest idea trades 89% below the share price high in 2000. Turnarounds can be highly profitable opportunities.