Venture: US Sporting Goods
We’ve found one that is undervalued, ridding itself of underperforming brands, and repairing its balance sheet.
Latest
Quality: Flash Note
The technology sector has come under pressure this week, with sharp falls across several stocks, not just in software, but also in growth.
Regulated Monopolies
Through its roads, airports, and energy and physical infrastructure, our next recommendation serves 90% of our lives.
The Technology Bear Market
There can be no doubt that Bitcoin has been caught up in the technology selloff. At its heart, Bitcoin is an internet stock.
Safety First
These past few days in precious metals remind us how quickly things can change, and why diversification is so important in portfolio management.
Venture: Precious Metals Correction
After a few brutal days in precious metals, I wanted to highlight some key charts before we get into some portfolio updates. Let’s start with the gold price.