Venture: Commodities
The second cheapest commodity group vs gold is agriculture, and that is what I will discuss today.
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Venture: Japan Internet
Semiconductor stocks are seemingly the only game in town, driven by booming chip prices, in the scramble to generate compute.
Venture: Portfolio and Track Record
I have decided that the time has come to express the performance of ByteTree Venture as a portfolio. That means not just buy and sell prices with dividends, but also weights.
Venture: Update
The problem for value investors in this market is not the lack of cheap companies to buy, but the lack of interest in them.
Venture: Update
The April market recovery has been impressive, but less so for gold and the metals.
Venture: Payments
The global payments sector was a strong growth story pre-pandemic. Now, payment stocks are showing promise again.