ByteTree Quarterly Investor Letter - Q3 2025
In this Q3 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since February 2016. I shall also touch on our other services.
Occasional posts from the ByteTree team on a range of financial topics.
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ByteTree Quarterly Investor Letter - Q2 2025
ByteTree offers actionable, high-quality investment guidance at an affordable price with a focus on risk management and performance. The sheer
Tribute to Andrew Moor, President and CEO, Equitable Bank
Andrew Moor, my cousin, recently passed away, and I wanted to write a short note to highlight his successful career,
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My Journey in Finance: The Difference Between Debt and Deficits
“A government bond is a debt security issued by a government to support spending and obligations. Government bonds pay bondholders
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ByteTree Track Records in 2024
We are pleased to inform our clients of the updated track records for the services offered at ByteTree in 2024
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Value Investing: Introducing Cash Flow
My Journey in Finance; Following on from book value, I move on to cash flow (CF), free cash flow (FCF)
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Value Investing: Introducing Book Value
My Journey in Finance; Following on from the enterprise value-to-sales ratio (EVS), we move to book value (BV), the price-to-book