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.
Kit Winder
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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.
Venture: Portfolio Update
After 50 years, silver breaks to a new all-time high. Venture’s gold and silver stocks are doing very well.
It’s All About the Beer
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).