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.
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 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.
The history of smoking is full of surprises, and while change is coming, this stock is a quality company in a quality sector.