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
Weekly Letter: CCDS issue opens, mid-year check-in, the AI capex boom and the utility sector

Weekly Letter: CCDS issue opens, mid-year check-in, the AI capex boom and the utility sector

Plus some further reading: how badly impacted were the Iranians, and why the Ecofin investment trust might be a big beneficiary of the electrification of everything

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David Stevenson
Jul 25, 2025
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Weekly Letter: CCDS issue opens, mid-year check-in, the AI capex boom and the utility sector
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