Locked into Tech
We have identified a leading company in a core market for AI applications that we believe is of high quality and trades at a sufficient discount to merit inclusion in the ByteTree Quality portfolio.
ByteTree Quality is a model equity portfolio and research service, holding large, liquid companies with sustainable, profitable growth, durable competitive advantages, bought at low valuations.
We have identified a leading company in a core market for AI applications that we believe is of high quality and trades at a sufficient discount to merit inclusion in the ByteTree Quality portfolio.
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.
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.
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.