Venture: Japan Internet
Semiconductor stocks are seemingly the only game in town, driven by booming chip prices, in the scramble to generate compute.
Kit Winder
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Venture: Portfolio and Track Record
I have decided that the time has come to express the performance of ByteTree Venture as a portfolio. That means not just buy and sell prices with dividends, but also weights.
The Value in Values
This recommendation has an impressive and enduring culture, layered into one of the world's best business models.
Venture: Update
The problem for value investors in this market is not the lack of cheap companies to buy, but the lack of interest in them.
The Quality Opportunity Grows
The section of our investable universe that we would consider buying has grown, giving us a better opportunity set going forward.
Emerging Quality
Our next recommendation, more than any other, exemplifies and is driving the catch-up in Latin American growth.