Claim OwnershipValue Nigeria with Ajibola
Subscribed: 13Played: 88
Subscribe
© Ajibola Awolowo
Description
Promoting profitable investing in the Nigeria Stock Exchange using the time tested principles of Value Investing as practiced by Benjamin Graham, Warren Buffet and Charlie Munger.
95 Episodes
Reverse
On the podcast this week, we chat with Mr. Adebayo Adebanjo (Senior Analyst/ Portfolio Manager, CardinalStone Securities) about the listed Cement manufacturers on the stock exchange.
We examine the bull and bear cases for that industry and how Dangote Cement has been able to generate enviable returns & market share in that sector.
He also shares insights on the other players, Bua Cement and Lafarge Africa such as how they are trying to close the gap with the industry leader.
We hope this episode sparks the interest of retail investors in this very crucial sector of both the economy and the stock market.
Thanks for listening.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
On this episode, we bring back Mr Okwudili Egwu (Senior Vice President, Cowry Asset Management Limited), who previously appeared on the podcast in Episode 46, for a masterclass discussion on fixed income investing in Nigeria.
He explains why inflation rose so high (31% at present) and why CBN needed to raise interests rate this high (22.5% at present and possibly going higher in a few days). He also, in details, explains the various fixed income instruments available and how to buy them.
With the high interest rates at present, investors must learn how to make hay while the sun shines by adding this investment class to their portfolio. Listening to this episode will get them one step closer to this.
Thanks for listening and sharing. All feedback welcome via valuenigeriawithajibola@yahoo.com
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
Happy New Year!
Our guest on the first episode of the podcast in 2024 is Mr. Atiku Audu (Head, Investment management of one of the leading pension fund managers in Nigeria).
He shares the journey of his transition from engineering to finance. He also speaks about how to Live to fight another day despite all the curve balls and sucker punches the market can throw your way.
Investors will do themselves a lot of good by listening to and taking heed to the timeless advice Mr Audu shares in the course of this conversation.
Thanks for listening and sharing!
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
As a sequel to episode 69, we chat with Mr Damilare Asimiyu (Head, Investment Research, Afrinvest West Africa) once again about the changing landscape in the brewing industry.
He passionately describes an investment thesis that showcases both the vast opportunities and the headwinds facing the industry at present.
We also discuss how 2022 was a breakout year for the brewers and how 2023 has proven to be a different kettle of fish. He also advices the retail investors on how to strategically profit from the brewers in this season.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
After a brief hiatus, we are back on the podcast with this conversation with Mr. Arnold Dublin-Green (Chief Investment Officer, Cordros Asset Management).
We discuss the trends that led to the decade where fixed income outperforming equities, equities staging a comeback at present and possible future changes in the balance between fixed income vs Equities investing.
He describes how he would structure his personal portfolio should he be in the shoes of retail investors and which sector/ industry stands to benefit from these changes.
This was an exciting conversation which I thoroughly enjoyed and hope retail investors learn as much as I did from it.
Thanks.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
In this episode, an industry giant, in the person of Alhaji Kasimu Garba Kurfi (MD/ CEO, APT securities limited), graces the podcast.
We discuss his humble introduction to the world of investing, how he and his team has grown the company into the behemoth that it has become, how this can be replicated by others and what retail investors need to know/ do to navigate the markets profitably.
We hope that retail investors and institutional investors/ organisations glean from the timeless wisdom shared in this episode to improve their investing and grow their organisations respectively.
Thanks for listening and sharing. Special thanks to all our listeners that sent in questions.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
Are there opportunities to support and profit from the Agricultural sector in Nigeria without actually needing to set foot in a farm?
This week on the podcast, we chat with Mr Stephen Taiwo (Investment Analyst, AFEX) and Mr Friday Okwori (Wealth Manager, AFEX). Our conversation ranges from the agricultural value chain in Nigeria, production and storage of grains, why investors need to include agricultural commodities in their portfolio and how AFEX, via their ComX platform, facilitates all the above. We also discuss the risks in trading agricultural commodities.
We hope this conversation enlightens retail investors about the opportunities in the agricultural commodities space.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
For every woman in Nigeria, there are 1.02 men. Ideally, this should translate to equal opportunities for men and women in Nigeria in all spheres. Why then is there only 1 woman in the top 10 or 20 richest Nigerians? Why are there only 4 female CEOs amongst the Tier 1 and 2 banks in Nigeria?
All these questions and more are answered by our guest, Mrs. Temilola Adeyemi (Senior Research Associate, Money Africa), in this weeks episode of the podcast. She also highlight brilliant ways to correct this.
We hope this episode encourages our women to aspire for more and achieve it.
Thanks for sharing and for listening.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
Dr. Olumide Emmanuel (best selling author, pastor, mentor, wealth creation expert and real estate investor) is our guest on the Value Nigeria Podcast this week.
We try to distil over 30 years of experience into a 50 minute conversation. We discuss what wealth is, identifying where you are & where you want to be, how to get to your financial destination, sustaining generational wealth and why real estate should be part of every investors portfolio.
I thoroughly learnt a lot from this episode and I hope you do as well. Kindly share with your friends and family.
Twitter: @olumidemmanuel
Instagram: @olumidemmanuel
Facebook: @olumide.emmanuel
Website: www.olumideemmanuel.org
Thanks for listening.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
This week on the podcast, we chat with a seasoned investment professional, Mr Chukwuemeka Nwagwu (Equity Research Analyst at SCM Capital).
Our conversation covers why the Nigerian Market has been on a meteoric rise, where opportunities may still exist in the market, mistakes investors make and skill retail investors need to imbibe to successfully navigate the terrain.
I hope you learn from this conversation. I surely did.
Thanks for listening.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
Mr Fisayo Durojaye spent over 6 years in various roles in traditional finance such as research analyst at firms such as CAO Partners and Afrinvest West Africa before branching out into venture capital and early stage investing.
On the podcast today, he shares the journey of his entrance into finance and transition into venture capital. He also gives valuable insight into the world of venture and skills investors will need to survive in that space such as a long term view and ability to take losses. Most importantly, he speaks openly about how retail investors interested in venture capital investing can access deals in that space.
I hope our conversation debunks the myth that there is easy money to be made in venture. Enjoy the conversation.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
This week on the podcast, we chat with Mr Tope Omosuyi (Investment strategist and portfolio manager, Afrinvest West Africa) about Interest rates, Monetary Policy Rate (MPR) and everything that goes along with it.
Our guest is passionate about investment education and he brings this passion to bear throughout the conversation. Key terms such as the asymmetric corridor, cash reserve requirement and liquidity ratio were also clearly explained by him. I thoroughly enjoyed this conversation as it helped me understand these key economic terms.
You can reach out to our guest on Twitter via @Tope_Omosuyi and on LinkedIn by searching for Omosuyi Temitope.
Thanks for listening.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
This week on the podcast, our guest is Mr Abdullateef Grillo (Investment Research Associate, Meristem Nigeria). We discuss the telecommunication sector in Nigeria and its listed players - MTN Nigeria and Airtel Africa. We discuss how far the industry has come and the future prospects.
We discuss the importance of data vs voice, entrance of competition in the form of Elon Musks Starlink, mobile money/ Payment service bank licence and specific factors affecting each individual company.
I hope you find the conversation as enlightening as I did.
Thanks for listening.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
The National Bureau of Statistics (NBS) just released the inflation rate in Nigeria for March 2023 and it reveals a rate of 22.04%.
What exactly is inflation? What factors influence it? How is it calculated? How does it correlate with interest rates? What is Real Returns and is this really attainable for the retail investor? What are the dangers in trying to earn a rate of return higher than the inflation rate in the short term?
All these and more questions are answered expertly and eloquently by our guest on the podcast in this episode, Mr Robert Omotunde (Chief Investment Officer, Afrinvest West Africa).
What a Masterclass this discussion proved to be!
Thanks for listening!
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
Team lead, Investment Research, WSTC Asset Management and Chief Investment Officer, Iris Fund - Mr Abdulrauf Bello, is our guest on the podcast in this episode. We discuss why performing an in-depth research on an asset before committing funds to it is very important. He also walks us through his process and pertinent questions you have to answer while researching a company.
He sheds some light on how to find ideas worth investigations, sources of data for the Nigerian Market and common mistakes retail investors make/ how to overcome them.
This episode contains investing wisdom gathered over many years of practice and it is a privilege to have had our guest on the show.
Hope you enjoy it as much as we did.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
On the podcast this week, we have a detailed conversation with Mr Ismail Rufai (Head, Financial & Shari'ah advisory, One17 Capital Limited) about all things Islamic Finance.
He educates us on what Islamic finance is, its origin/ evolution in the Nigerian Market, what Sukuk bonds are & what makes them different from regular bonds, other less common but equally acceptable investment vehicles that adhere to the principles of Islamic finance, ESG and why Islamic finance is for everyone (not just Muslims).
This was an exciting conversation for me and i hope you find it so too. Kindly share with all your friends and contacts.
NB: Apologies for the poor audio in the first 10 minutes of the conversation.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
This week on the podcast, we look at the major macroeconomic trends that set the pace in 2022 and review the events that are likely to impact, positively or negatively, on 2023. Our guest, Mr Olaolu Boboye, is a well renowned macroeconomist and is the head of the Macroeconomic, fixed income & sovereign credit research/ strategy team at CardinalStone Partners Limited.
Events such as the war in Ukraine, the coming general elections in Nigeria, whether the frontline presidential candidates have pro-market policies or not and subsidy on petroleum.
We hope it is as eye opening for you as it was for us.
Thanks for listening.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
In our first episode for the new year, we discuss with an oil industry expert, Mr Suraj Oyewale (Senior Manager, PwC Nigeria) about academic excellence, turning disadvantages into assets, what the upstream, midstream and downstream segments of the oil industry is, constraints of the Nigerian downstream sector, the recently passed Petroleum Industry Act and its anticipated impact on the downstream sector.
Believe me, this episode with packed full of insights. I found the conversation enlightening.
Thanks for listening.
Send your feedback to: valuenigeriawithajibola@yahoo.com
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
Our pension plan and retirement is not a theme we readily think about daily. Your Retirement Savings Account (RSA) is however an indispensable tool in wealth building.
Today, we chat with Mr. Oluwaseyi Olusanya, CFA who is a Fund Manager with Stanbic IBTC about the importance of your pension, changes in the industry, harnessing your RSA for wealth building and Voluntary contributions into your RSA.
I sincerely learnt a lot from the conversation and I hope you do as well.
Thanks for listening. You can send us your feedback through your podcast platform or via email (valuenigeriawithajibola@yahoo.com).
Seasons Greetings!
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
This week, we chat with Mr. Michael Nwakalor, CFA. He is a finance professional that works with a value investing focused Asset management company in the Nigerian Space.
We discuss the concept of value investing, why he believes in it, causes of mispricing, identifying mispricing, cognitive bias that affect your investing results and why patience is probably the most important trait retail investors should possess.
I thoroughly enjoyed this conversation with this exceptionally knowledgeable guest. I hope you enjoy it too.
Thanks for listening.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message
Comments
Download from Google Play
Download from App Store
United States