Venture: Banking in Brazil
Issue 142; 💡Note: Due to the US market closure yesterday for Labor Day, Venture was delayed by 24 hours. Brazil
Latest
Venture: USA Software
Software stocks had a shock move last year as the threat from AI grew. While few doubt the potential for disruption, the selloff has been overdone.
Venture: European Chemicals
After a prolonged consolidation, the European Chemicals sector is on the move, and this company just reported its best quarter in years.
Venture: Gold Mining
The gold bull market may be on the verge of resuming. If that’s the case, we want to be a part of it. For today's stock addition, we look to southern Africa.
Venture: US Financial Software
The global market rotation has been strong since May, particularly in the USA. Now, the market leaders are struggling while the weakest trends are bouncing back.
Venture: USA Software
The idea was that software would be disrupted by AI. We believe that view was overdone, and now the market agrees.