David Stevenson's Adventurous Investor Newsletter

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Investment Ideas: The cost of investing on platforms, CAREs solid results, and Panmure Liberums 2025 portfolio
A deep dive into the cost of investment platforms
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David Stevenson
Expect a fun week: no one said it would be boring with Trump around
Investors are getting skittish about tech stocks and especially AI…who’d have guessed
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David Stevenson
Stories worth investing in: Demographic collapse, Bird flu, Billionaires and next gen obesity drugs
Further reading for the weekend: plus trade surpluses, Elon Musk’s spat, the singleton generation and Return to Office speeds up
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David Stevenson
Investment Ideas: Saba, D9 and Helios Towers
Some thoughts on Saba and what investors should do - vote down the proposal but beware the share price reaction
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David Stevenson
Monday Macro – Pulling together some big-picture thoughts
How three big structural trends might impact your investments
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David Stevenson
Further reading worth investing in: 2025 mapped out
A New Year special, a round-up of the big institutional forecasts
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David Stevenson
Investment Ideas: Uranium, the memesters go quantum, Buy list reviewed, and closed end fund ideas
Quick takes on uranium, quantum computing and D9 plus a look my top investment trust ideas for 2025
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David Stevenson
Monday Macro: Happy New Year
2024 in the Rearview Mirror2024, plus a spin through some interesting charts from the last few weeks
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David Stevenson
Weekly note: thoughts on what might happen in 2025
Some asset allocaiton and macro thoughts alongside investment implications. Plus, a quick spin through the watchlist
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David Stevenson

December 2024

Weekly (festive) note: Scoring my predictions and a review of the buy watch lists
Plus, some updated thoughts on the LendInvest 11.5% bonds
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David Stevenson
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Links worth investing in: really old bonds, investment trusts, the new global economic configuration, and investing in BAe
Plus, Bitcoin as a strategic reserve currency (really!). Some great geography and history pub quiz facts. And why Assad’s regime crumbled so quickly.
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David Stevenson
Investment Ideas: updates on Georgia, active ETFs, SDCL is still cheap and Foresight Group.
A couple of interesting new ETFs land on the London market, especially a gaggle from quant shop Robeco. Plus Impax Asset Management shares looks…
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David Stevenson
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