Venture: Portfolio Update
After 50 years, silver breaks to a new all-time high. Venture’s gold and silver stocks are doing very well.
After 50 years, silver breaks to a new all-time high. Venture’s gold and silver stocks are doing very well.
Today, we are buying a company that is facing a narrative of stalling or falling volumes, of changing alcohol habits and new threats in the form of weight-loss drugs (GLP-1s).
Update on a recent corporate action for one of the holdings in the Quality Portfolio.
This Venture recommendation highlights a once hugely popular stock, which fell by 90% before the turn. Yet, unlike other stocks that collapsed after the 2021 bubble, this one has delivered higher revenues and cash flow, while embracing AI.
We’ve picked up the pace in November as the market conditions are favourable for quality to outperform. Now is the time to buy quality.
Our tenth ByteTree Quality stock has centuries of heritage, and yet it is at the vanguard of the future of pharma.