Software on Sale
High Quality, Deep Value; They say that when the time comes to buy, you won’t want to. This week,
Quality
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.
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The International Toll Booth
The "SaaSpocalypse" was based on an uncertainty shock. An industry which had a very narrow set of possible
Animal Spirits
Our next company dominates a market segment that has been with us for millennia and will remain a major feature of human life forever.
Europe’s Digital Landlord
Today’s note recommends a particular kind of quality business, and it’s one that has reached a powerful inflection point.
Quality Portfolio Update
Quality stocks are built for the long-term. The stockmarket is in a bubble environment, not dissimilar to the late
Do You Believe in America?
Some companies need little introduction.