venture

Issue 37; Time to Consider Gold Exploration The smart crowd will tell you that the gold miners are risky businesses and that the royalty companies, which are lenders with the first claim on gold production, are much better businesses. That is true because having the first claim on production is

Issue 36; The average Venture stock has returned 17% since inception in September 2023. The best stock is up 103%, the worst is down 38%. In this issue, I provide an update on the laggards, all of which offer great potential at low prices.

Issue 35; Personalised Drugs The speciality pharmaceutical industry focuses on high-cost, complex care therapies for patients with challenging disease states. Medications range from oral to cutting-edge injectable and biologic products, which often carry high risks of side effects, and can be personalised to the patient’s needs. The drugs themselves

Issue 34; Managing Risk with Diversification This update follows yesterday’s Atlas Pulse, where I examined the latest all-time high for the gold price. I looked at the positive flows into the ETFs following four years of contraction. I also covered inflation, bonds and the money supply. Finally, I looked

DLG just had a capital markets day where they set out their new strategy “to do fewer things better”: * Sustainable growth in motor and putting Direct Line onto price comparison websites. * Rebalancing portfolio to grow home, commercial, and rescue. * £100m of cost savings.

Issue 33; The Growth in Air Travel Memories are short, and it is hard to imagine being locked down by governments, but it happened, and it was just over four years ago. The airlines were grounded, and the airport terminals laid bare. Then, as things settled down, the planes took