Venture: US Sporting Goods
We’ve found one that is undervalued, ridding itself of underperforming brands, and repairing its balance sheet.
Latest
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.
Venture: EM Financials
Issue 105; This week’s Global Trends report saw the greatest strength in Brazil, Canada, Mexico, South Korea, and Hong
Venture: Portfolio Update
These are good times for global stock pickers, and in this issue, I provide an update on our holdings in Venture.
Venture: European Healthcare
This stock stood out because after a prolonged period of malaise, things are turning up. Not only that, but it also comes at a low valuation and is in a sector that is on the mend.
Venture: Global Mining
It is hard to ignore the gold versus copper relationship. Copper has never been this cheap versus gold, and on a long-term view, these will converge again.