Regulated Monopolies

We spend 80% of our time in a built environment that serves as our home, workspace, and leisure space. An additional 10% of our time is spent in motorised transportation, whether private or public. Through its roads, airports, and energy and physical infrastructure, our next recommendation thus serves 90% of our lives.

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It does so in a highly regulated environment, on contracts that generally last for decades and carry built-in price increases, while competitors cannot enter the space. Legally granted pricing power and a lack of competition are incredibly favourable conditions for a business. As long as humans travel, this company will take a fee on every journey. This makes it highly predictable and reliable, which is what the ByteTree Quality strategy seeks.

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