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).
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.
Latest
Corporate Action in the Quality Portfolio
Update on a recent corporate action for one of the holdings in the Quality Portfolio.
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.
Where Medicine Meets Engineering: Full Note
Our next stock has a long history of market leadership, best-in-class products driven by consistent innovation, strong relationships with key industry intermediaries, and a good reputation among consumers/patients.