Venture: American Auto
Of the 87 companies we track in the automotive sector, we have noticed a group move. The auto sector will return to growth, but it is currently priced as if autos have become irrelevant. You’ve got to love deep value.
Latest
Venture: Japanese Healthcare
This time, I’ve identified a healthcare stock from Japan, which rarely trades at these low levels.
Venture: Portfolio Update
In the latest monthly review for ByteTree Venture, we cut the weakest links and update clients on recent corporate developments.
Venture: Energy in High-Growth Countries
Our global trends models have highlighted strength in the energy sector. Despite the low oil price, earnings have been resilient, so I've selected an undervalued energy stock exposed to high-growth countries.
Venture: LATAM Natural Resources
This week’s GTI models showed strength in Brazil. The market is cheap and has historically moved in sync with commodity prices.
Venture Gold Update
With the recent correction in the gold price, I am updating ByteTree Venture clients on the gold mining stocks.