Alpine Advantage
Switzerland’s pharmaceutical dominance is built on an ecosystem of self-reinforcing factors, creating a competitive advantage that is hard for other nations to replicate.
Kit Winder
Latest
Cleaning Up
The importance of hygiene has rarely been more relevant, and our next recommendation carries this torch. After a decade of strategic errors and poor execution, the company has overcome its struggles, and its quality is shining through again.
TMAI
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ByteTree Quarterly Investor Letter - Q3 2025
In this Q3 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since February 2016. I shall also touch on our other services.
Good Bacteria
Our next recommendation has been harnessing traditional fermentation for over a century, making it a market leader. With strong brands, good management, and a powerful tailwind, it is well set to succeed long into the future.
Quality Portfolio Update
Every month, we will discuss developments at a few of our recommended companies. As we are only starting to build
Venture: China Retail
The final choice for the most interesting stock this week was a fast-growing Chinese retailer, which seemed to have its ducks in a row.