David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: Helios, Digital Infra, and Japanese equity ETFs

Investment Ideas: Helios, Digital Infra, and Japanese equity ETFs

A shorter note this week, mainly focused on updates on existing ideas plus a look at Japanese ETFs. Plus an interesting seed EIS Robotics fund on WealthClub.

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David Stevenson
Mar 20, 2024
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Investment Ideas: Helios, Digital Infra, and Japanese equity ETFs
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Note 1: Helios Towers

In November last year, I put a UK-listed African digital infrastructure business on my buy list: Helios Towers. This is a heavily indebted, cashflow generating, former PE backed Africa pure play business. At the time I said:

On balance, I sense that within the next three years, if the growth trajectory remains on track, this firm wil…

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