Jonathan Davis MCSI

Professional investor, author, podcaster. Editor, Investment Trusts Handbook, Money Makers website (podcast + newsletter), several books. Love life (even now).

[Jonathan Davis MCSI @jdsview]

We are now tweeting about all Money Makers investment trust content here @MoneyMakersITs; you can follow the podcast, handbook and Money Makers circle (subscription service) updates there.

[Jonathan Davis MCSI @jdsview]

ChatGPT is smart enough to get an MBA, but is also "a consummate bullshitter and I mean that in a technical sense” says Wharton Prof Ethan Mollick. “Bullshit is convincing-sounding nonsense, devoid of truth, and AI is very good at creating it". Lots of jobs in finance then!

[Jonathan Davis MCSI @jdsview]

@MarkDampier @annabelbrodies @jeffprestridge @thisismoney @AICPRESS It helps to have a historian as chairman who knows that there are cycles in style and knows the Tony Dye precedent.......

[Mark Dampier @MarkDampier]

@annabelbrodies @jeffprestridge @thisismoney @AICPRESS Sometimes, didn’t work out well for shareholders of Keystone….who are down around 40%.

[Jonathan Davis MCSI @jdsview]

Sad to see the proposed demise of the Independent Investment Trust, via absorption into Monks - IIT has a famous history as a Keynes/Falk vehicle in the 1920s (as I recall), more recently in the capable hands of ex-SMT manager Max Ward.

[Jonathan Davis MCSI @jdsview]

@John_Stepek @MoneyWeek @MerrynSW You have done a great job, John. Best of luck going forward.

[Jonathan Davis MCSI @jdsview]

Back to the 1970s? On to the Roaring 2020s? You can hear the first part of my conversation with Terry Smith, founder of Fundsmith, on this and other investment topics here https://t.co/pzauaSMvtc. As thought provoking as ever.

[Jonathan Davis MCSI @jdsview]

Terry Smith, founder of Fundsmith, talks to me at length about the 1970s, the markets today and what comes next - fascinating and out shortly - watch this space.

[Jonathan Davis MCSI @jdsview]

@Gilesyb Me too

[Jonathan Davis MCSI @jdsview]

"This heat is already making me hallucinate. Last night I dreamt that Liz Truss and Penny Mordaunt were running for the Conservative leadership" - Patrick Maguire of The Times. Individuals aside, something surreal about this whole process, given where the UK is right now.

[Grundy 🏳️‍🌈🦖 @GrundyOxford]

“And your specialist subject is?”

“British politics between 1500 and 1640”

“What is it about those 140 years you like?”

“Oh sorry, I meant 3pm and 4.40pm on 6th June 2022”

[Jonathan Davis MCSI @jdsview]

Will Boris now be thinking in Churchillian terms - some years in the political wilderness, a self-serving memoir (loosely related to what actually happened, but a cracking read), more lucrative newspaper columns, followed by a triumphant return at the outbreak of World War Three?

[Jonathan Davis MCSI @jdsview]

The joys of Twitter - I haven't yet seen a comment from anyone about the end of Boris that wasn't exactly what I could have predicted they would say

[Jonathan Davis MCSI @jdsview]

Investment trusts - what has happened this year, what comes next? Happy half an hour discussing that with my Money Makers podcast co-host Simon Elliott on Asset TV yesterday - will be out soon. Follow @MoneyMakersITs for more regular updates.

[Jonathan Davis MCSI @jdsview]

@MarkDampier @HoskingTheTimes There is a time and a place for switching strategies and the last year has clearly been one for looking again at dividend yielders and equity income - the Money Makers income portfolio trundling along very nicely is just one of many examples.

[Nick Britton @NickBritton_]

Back at the Clayton Hotel in Chiswick for @mellotrusts Trusts & Funds Day. A private investor event, not online, with real people! Here’s @simonelliottwg and @jdsview in a rare live appearance. @AICPRESS

[Master Investor @masterinvestor]

Don't miss out on author, columnist and #investment strategist @jdsview, who will be taking the stage at this year's #MasterInvestorShow! Get your ticket here: https://t.co/9mBXpvYiMl

[Jonathan Davis MCSI @jdsview]

For a take on the Russian invasion of Ukraine, the fund manager Peter Seilern and I discuss the ramifications in our latest Moses and Methusaleh podcast. Peter's family hails from Austria; his central European perspective invaluable for putting this shameful war in context.

[Jonathan Davis MCSI @jdsview]

@DavidThomasITA Quite so - happens every time.

[Jonathan Davis MCSI @jdsview]

Make that @mellotrusts event this Thursday Feb 24th 2022.......talking about investment books and chairing a panel.

[Jonathan Davis MCSI @jdsview]

Will be talking about investment books (1pm) and chairing a panel (5pm) at the Mello Trust and Funds event this Thursday (Feb 14th) - @mellotrusts. Could not ask for more interesting times in the markets.