Adventurous Investing For Grown Ups, The Adventurous Investor

Adventurous Investor

Adventurous Investing For Grown Ups

The Adventurous Investor

Introducing private investors to adventurous investment ideas. What does this mean in practice? I’d identify several core themes: Exchange-traded funds (ETFs) both in the US and the UK. I’ll look both at the theory underlying these very popular funds as well as the constant stream of new launches. I’ll also feature some model portfolios, with a simple mix of ETFs to suit all tastes. Alternative investment ideas. This is a deliberately wide brief but takes in everything from real asset-backed funds (property and infrastructure for instance) through to music and art…and most things in between. I’ll also journey on adventures overseas and look at alternative emerging and frontier countries and markets that should feature in your portfolio. From Russia to Africa and plenty of exciting places in between. For a UK audience I will also continue to regularly analyze and comment on the listed closed-end fund segment and investment trusts. Last but by no means least I’ll try and make sense of the big macro stories that impact investors. I’ll also weave into this my own slightly idiosyncratic views which I’m afraid mark me out as a liberal/ social-democratic inclined centrist Dad (which is I fear sometimes seen as a tag of shame in these radicalized days).

Cross Asset Strategy

<ul><li>A quiet week ahead overall, though for UK investors there’s a key number to watch at the end of the week: <strong>UK GDP data</strong>.</li><li>The consensus estimates for UK monthly GDP (July) is for flat growth (0.0% month-on-month), following June’s surprise 0.3% jump (which had itself beaten the 0% consensus, helped by World Cup-related spending and a summer heatwave, effects economists expect to fade quickly).</li><li>On a year-on-year basis, the consensus is around +1.0%, easing slightly from June’s 1.1% YoY pace.</li></ul>

A quiet week ahead overall, though for UK investors there’s a key number to watch at the end of the week: UK GDP data.The consensus estimates for UK monthly GDP (July) is for flat growth (0.0% month-on-month), following June’s surprise 0.3% jump (which had itself beaten the 0% consensus, helped by World Cup-related spending and a summer heatwave, effects economists expect to fade quickly).On a year-on-year basis, the consensus is around +1.0%, easing slightly from June’s 1.1% YoY pace.

Oracle Reports This Week, UK GDP Numbers. Remember, September Is Always Volatile ...

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Brookfield is close to acquiring a Sydney office property for $318 million amid APAC real estate growth.</li><li>Macquarie has completed an $8.3 billion acquisition of Qube, a significant player in Australian logistics.</li><li>ESR has divested stakes in a Yokohama warehouse, while Brookfield and GIC target a $2 billion deal.</li></ul>

Brookfield is close to acquiring a Sydney office property for $318 million amid APAC real estate growth.Macquarie has completed an $8.3 billion acquisition of Qube, a significant player in Australian logistics.ESR has divested stakes in a Yokohama warehouse, while Brookfield and GIC target a $2 billion deal.

Asia Real Estate Tracker (17-Feb-2026): Brookfield nears $318M Sydney office deal.

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Taiwan's economic minister confirmed the ongoing investigation into the TSMC leak, which may affect Japan relations.</li><li>Apple's new vapor chamber design is expected to enable the creation of ultra-thin iPhones and wearables in the market.</li><li>The wafer foundry industry in Taiwan is anticipated to see significant growth by Q3 2025, driven by advancements in technology.</li></ul>

Taiwan's economic minister confirmed the ongoing investigation into the TSMC leak, which may affect Japan relations.Apple's new vapor chamber design is expected to enable the creation of ultra-thin iPhones and wearables in the market.The wafer foundry industry in Taiwan is anticipated to see significant growth by Q3 2025, driven by advancements in technology.

Tech Supply Chain Tracker (12-Sep-2025): TSMC leak probe will continue amid Japan

High Conviction Concentrated Growth Investing, Fallacy Alarm

Fallacy Alarm

High Conviction Concentrated Growth Investing

High conviction concentrated growth investing. Blends single stock, macro and thematic research into powerful long and short ideas. I am convinced that a robust and comprehensive investment process requires macro and micro considerations. And it requires a deep understanding what you are looking for and what you are invested in. Digitization has changed the dynamics both how businesses operate and how investors compete for returns. Ideas can scale much faster and fail much faster than before. The biggest value creation happens before it can be spotted in financial statements. As a result, my approach can be best summarized as high conviction, high concentration growth investing, embedded into a macro framework built on the realization that our current demographic set-up, monetary paradigm and innovation cycle will likely deliver a strong decade for nominal and real returns of productive assets.

Equity Bottom-Up

<ul><li>Oracle is on a mission to rival the Big Three cloud providers and its cloud ambitions are part of a theme that will determine GDP growth in the US and globally as a whole.</li><li>They are guiding for a 10x revenue increase in cloud computing in just four years which would transform Oracle Cloud from a nobody with 3% market share to a leading player with a business larger than AWS is today.</li><li>Most importantly, this guidance is based on contracted revenue, i.e. revenue that their customers (most importantly OpenAI) basically only can get out by declaring bankruptcy.</li></ul>

Oracle is on a mission to rival the Big Three cloud providers and its cloud ambitions are part of a theme that will determine GDP growth in the US and globally as a whole.They are guiding for a 10x revenue increase in cloud computing in just four years which would transform Oracle Cloud from a nobody with 3% market share to a leading player with a business larger than AWS is today.Most importantly, this guidance is based on contracted revenue, i.e. revenue that their customers (most importantly OpenAI) basically only can get out by declaring bankruptcy.

Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

<ul><li>This addiction to competing even for the sake of it has served Larry Ellison, the Co-founder of Oracle, exceedingly well in life.</li><li>Ellison, along with Bob Miner and Ed Oates, started Oracle with just $2,000 in 1977; Larry contributed $1,200.</li><li>They never raised money from venture capital and Ellison was largely allergic to raise equity. </li></ul>

This addiction to competing even for the sake of it has served Larry Ellison, the Co-founder of Oracle, exceedingly well in life.Ellison, along with Bob Miner and Ed Oates, started Oracle with just $2,000 in 1977; Larry contributed $1,200.They never raised money from venture capital and Ellison was largely allergic to raise equity. 

Oracle: Ellison's Voyage to Software and Beyond

United States

Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle's software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.

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Oracle Corp (ORCL US)

Oracle Reports This Week, UK GDP Numbers. Remember, September Is Always Volatile ...

The consensus estimates for UK monthly GDP (July) is for flat growth (0.0% month-on-month), following June’s surprise 0.3% jump (which had itself...

Adventurous Investor

Asia Real Estate Tracker (17-Feb-2026): Brookfield nears $318M Sydney office deal.

Brookfield is set to acquire a Sydney office for $318M, while Macquarie finalizes an $8.3B Qube deal, and ESR sells Yokohama warehouse stakes amid...

Asia Real Estate Tracker

Tech Supply Chain Tracker (12-Sep-2025): TSMC leak probe will continue amid Japan

Taiwan's TSMC leak investigation continues amid Japan relations concerns, while Apple's vapor chamber design, AI growth, and Momo's revenue rise...

Tech Supply Chain Tracker

What the Heck Is Going on with Oracle?

Oracle is on a mission to rival the Big Three cloud providers and its cloud ambitions are part of a theme that will determine GDP growth in the US...

Fallacy Alarm

Oracle: Ellison's Voyage to Software and Beyond

Ellison, along with Bob Miner and Ed Oates, started Oracle with just $2,000 in 1977; Larry contributed $1,200. They never raised money from venture...

MBI Deep Dives

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