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).
Kit Winder
Latest
Corporate Action in the Quality Portfolio
Update on a recent corporate action for one of the holdings in the Quality Portfolio.
Venture: US Technology
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.
Quality
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Our First Ten Quality Stocks
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.
The Future of Healthcare
Our tenth ByteTree Quality stock has centuries of heritage, and yet it is at the vanguard of the future of pharma.
Bad Habits
The history of smoking is full of surprises, and while change is coming, this stock is a quality company in a quality sector.