Value Nigeria with Ajibola: Recent Episodes
Ajibola Awolowo
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.
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://anchor.fm/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://anchor.fm/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://anchor.fm/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://anchor.fm/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://anchor.fm/value-nigeria/message
Mr Nosakhare Ugiagbe CFA (Senior Manager, Corporate Financial Strategy, Binance) is our guest on this episode of the podcast. We discuss lessons he learnt from adversity, the basic foundations for successful investing, how the Nigerian Economy can grow and why the average retail investor may be better served by index/ ETF investing rather than individual stock picking.
I had a lot of fun recording this episode and I hope it improves your investing practice in more ways than one.
Thanks for listening.
You can visit his website to read his articles or listen to his podcast: www.nosaugiagbe.com
--- Send in a voice message: https://anchor.fm/value-nigeria/message
Mrs. Ololade Olayanju CFA, Author of "The Debt Code" and Relationship Manager, WSTC Financial Services Limited, is our guest on the podcast on this new episode.
We talk through her career switch from banking into core finance, lessons she has learnt along the way, why she wrote a book on debt and how to break free from the vicious cycle of being chronically in debt.
This new episode is invaluable for every retail investor keen on building wealth and avoiding common pitfalls along the way.
Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we chat with Mr. Eric Akinduro (Chief Risk Officer, Kinley Securities & Chairman, Ibadan Zone Shareholders Association) about the role shareholder associations play, how they influence change in companies and benefits retail investors enjoy when they join a shareholder association.
We also examine Activist investing/ forceful implementation of change, if the Nigerian investing landscape is ready for such moves and how best such changes can be birthed.
I hope you find our conversation educative and helpful.
Thanks for listening.
NB: You can reach the Ibadan Zone Shareholders Association by searching for their page on Facebook with the handle "Ibadan Zone Shareholders Association".
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we have a master-class worthy discussion with Praise Ihansekhien (Deputy Team Lead, Reserch, Meristem Nigeria) on the listed Flour millers on the Nigerian Exchange.
Our chat covers present trends in the industry and results coming out of Flour Mills of Nigeria are quite different from those coming from Bua Foods. We also touch on strategies retail investors can employ to invest profitably in that sub-sector of the market.
I thoroughly enjoyed this conversation and I am sure you will too.
Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we have a masterclass discussion themed "Understanding Risk" with Mr. Caleb Fowowe (ALM Risk Analyst, Universities Superannuation Scheme LTD, UK).
We talk about what risk is, how we all deal with risk daily in our daily lives and how the retail investors can analyse/ mitigate risk in their investing practice.
Our guest freely gives insightful advice and the retail investor will hugely benefit from paying close attention & follow his advice.
Thanks for listening.
NB: You can send your feedback to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
If I get a dollar for each time I hear the question, "How do I start Investing?", I will be a millionaire in no time at all.
This week, we go back to the drawing board with Mr. Victor Onyema (Portfolio Manager, Norrenberger Financial group) and discuss what investing is, why it is important, how to open a stockbroking, how to choose which company to buy and what the retail investor can do if they do not have the time to research/ monitor their investments.
I hope beginners in investing will find answers to salient questions in this episode.
Thanks for Listening!
Send in a voice message: https://anchor.fm/value-nigeria/message
Investors have had mixed feelings investing in the breweries over the last 5 years as revenues, earnings and share prices have all taken a big plunge with attempts at recovery seen in the last 2 years.
What caused the huge decline and recovery? Are we out of the woods just yet?
All these and more are answered in this weeks episode of the podcast as we chat with Ms. Juliana Ogunkoya (Equity Research Analyst, Meristem Nigeria). I hope you pick up a few nuggets that improve your practice/ understanding of that subsector as you listen.
Thanks.
Send in a voice message: https://anchor.fm/value-nigeria/message
After a brief break, we are back!
This week, we chat with Mr Sodiq Safiriyu (Investment Research Analyst, Meristem Nigeria) about how the average retail investor in Nigerian equities can understand banks, the important roles banks play in the economy and key metrics unique to the banking industry and their meaning/ applications.
We also discuss the holding company structure being adopted by banks, the impact of FinTechs and financial education.
Click here to visit the website for financial education co-founded by our guest (https://broadstreetfinancialreview.com/).
You can send your feedback to valuenigeriawithajibola@yahoo.com.
Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we have an inspiring conversation with Mr Yinka Adetuberu (Investment Banking/ Equity Research Analyst, Norrenberger) about his journey from being a First class graduate of Physics to becoming a top rated Finance/ Investment professional. He shares the highs and lows of his transformation and why everyone should dare to pursue their dreams.
Beyond this, he reviews the macroeconomic highlights of first the half of 2022 and shares his thoughts on what investors should expect in H2 2022/ 2023. He also educates us on how to analyse/ research companies and characteristics of a good company.
Retail investors and aspiring finance professionals will do themselves a whole lot of good by listening to and learning from this industry expert.
Kindly send your questions or comments to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
In this episode of Value Nigeria Podcast, We have a robust conversation with Mr Segun Aremu of United Capital Trustees (Authorised dealing clerk on the NGX, Associate member Chatered institute of stockbrokers of Nigeria, Nigerian institute of management, investment advisers and portfolio managers & chartered institute of bankers of Nigeria).
Our conversation convers why estate planning is important, tools of estate planning and advantages/ disadvantages of Wills vs Trusts.
I hope our conversation spurs you to take action on this important step in wealth building.
Kindly send your feedback and questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
We are privileged to have our first female guest on the podcast this week in the person of Mrs. Bimbo Komolafe (Certified Financial Education Instructor, Fellow Chartered Institute of Bankers of Nigeria, Fellow of Institute of Chartered Accountants of Nigeria).
We talk about the basic building blocks of financial fitness - Earning, Saving and investing. Our chat highlights how to increase our earnings, strategies to improve our saving ability and tools to invest better.
You can follow our guest on various social media platforms:
YouTube: FinanceCoachBK.
Twitter: @FinancecoachBK.
Instagram: Financecoachtoday.
Facebook: Finance coach money and wealth.
Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
We explore the unpopular matters of Tax as it relates to retail investors on the podcast this week through our discussion with Mr Emeka Chime ACCA, CITN (Associate Director, Price Waterhouse Cooper).
We talk about what tax is, how we pay taxes directly & indirectly, why we should all file our tax returns annually and Capital gains taxes.
Every Nigerian should listen to our conversation.
To access the Federal Inland Revenue Service Personal income tax calculator, Click HERE.
Thanks for listening. Send your feedback to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we have an exciting chat with Mr David Alade, Senior consultant, EY, UK) about the why and how he approaches investing. We also chat about the habit of reading, life long learning and the art of writing.
You will see how simple habits such as reading can snowball into subtle or big changes that can transform your life.
Thanks for listening. You can send your feedback/ questions to valuenigeriawithajibola@yahoo.com.
You can follow David on Twitter (@DavidAlade_) or read his articles on his website: www.davidalade.com
Send in a voice message: https://anchor.fm/value-nigeria/message
We have a far reaching conversation with Mr Onome Ohwovoriole (Lead Analyst, Money Africa) about the disadvantages retail investors have, strategies to invest profitably (Active versus Passive approach), the impact of investing communities and benefits of FinTwittter.
You can follow Mr Ohwovoriole (@quansimodo) and Money Africa (@themoneyafrica) on Twitter.
Send your questions and feedback to valuenigeriawithajibola@yahoo.com.
Thanks for Listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
Mr. Abdulazeez Kuranga (Macroeconomic strategist, Cordros Capital and Founder, Gifted Analysts) is our guest on this weeks episode of the podcast. We talk about why an understanding of the macroeconomic environment is important for retail investors, key metrics to look out for and how retail investors can possibly position themselves to earn handsome returns.
We also talk about his efforts at raising Future Financial/ Investment Analysts through Gifted Analyst Academy.
I enjoyed our conversation and I hope you do too.
Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we have a far reaching conversation with an erudite scholar whose experience transcends the academia and extends into the corporate space. Our guest is Professor Uche Uwaleke (Department of accounting/ Banking & Finance, Nasarawa State University). We talk about how the capital market has evolved over the years, investment education, how retail investors can improve returns and the seeming dislocation in the yield curve (fixed income vs equities) in the Nigerian context.
Our conversation is truly enriching.
Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
Have you ever wondered what process professional investors follow when constructing their portfolios? Or thought of how this can be adapted for you as a retail investor?
Look no further. This week, we chat with Mr Robert Omotunde, Chief Investment Officer, Afrinvest LTD about asset allocation, portfolio construction, risk & its management, the newly launched Nigeria Infrastructure fund amongst many other things.
This was a riveting discussion and we hope you learn from it as much as we did.
Thanks for listening.
You can send your feedback or questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week on the podcast, we have an engaging conversation with Mr Adeniyi Ajibola who is a retail investor and known on various investing forums as "Wanajo" about the impact of investing forums, how to use information gotten on such forums, what competition is, how it affects companies, Michael Porters 5 forces and how to evaluate the competitive advantage that companies may posses.
I hope you find our conversation as enlightening as I did.
You can send your feedback or questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
If you have ever wanted a step by step guide in how to conduct an in-depth research into any company or its management, this episode of the podcast is for you!
Mr Ayorinde Akinloye (Investment Research Analyst, United Capital PLC) breaks down, into fine details, the 'how', 'why', 'where', 'when' and 'why not' of investment research. Listening to and learning from this episode of the podcast is highly detrimental to your ignorance in investing.
Thanks for listening...
Send in a voice message: https://anchor.fm/value-nigeria/message
Most of the investing decisions we make as investors are based on facts and figures from the financial statements. How can we determine if a financial statement is reliable? What are the key figures that we need to pay attention to? What is the importance of reading the Auditors Report in a financial statement?
On the Podcast this week, we chat with Mr Idris Ayinde (an Accounting Consultant and Manager with Ernst & Young UK) about all the above and much more. This episode is packed with nuggets every retail investor needs to improve their investing practice.
Thanks for listening.
Send your feedback and questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week on the Podcast, we have an interesting conversation with Mr Damilare Ojo (Senior Analyst at Meristem Securities) about why doing your own due diligence (investment research) is important, factors to consider before investing in any company and simple steps retail investors can take to improve the results of their investing practice.
Listen, learn and share!
Send you questions and comments to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week on the podcast, we have an insightful conversation with Mr Olumide Adesina (Macroeconomic expert, analyst and writer, Nairametrics) about the impact of psychology on investing returns, investing locally Vs internationally, his buy criteria (he mentioned them all through the conversation) and factors to consider as we invest in a rising interest rate environment.
You do not want to miss this conversation!
NB: Apologies for the poor audio quality during some part of the conversation. Unfortunately, we suffered some technical challenges.
Send your feedback or questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
It is no longer news that inflation figures are on the rise globally. The various apex banks globally have started raising/ are expected to raise interest rates to varying degrees. How will this hike in interest rate affect various asset classes? How will it affect foreign markets as compared with the local bourse? How should you, as a retail investor, construct your portfolio to ride the coming wave and not get crushed by it?
These and many other questions are answered in this episode of the podcast as we chat with Mr. Ayodeji Ebo (Head, Retail Investment, Chapel Hill Denham).
Listen, learn and share.
You can reach us via our email address: valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
Welcome to this landmark episode of this podcast.
This week, We chat with Mr Solomon Ogene, a multi-asset portfolio manager about portfolio construction for the retail investor, pros/ cons of investing locally vs internationally and his buy criteria for companies he invests in.
I hope this episode was as enlightening for you as it was for me. Thanks for listening.
You can reach us via valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week on the podcast, we take an in-depth look at the Nigerian investing landscape and consider strategies a retail investor may employ to break even.
We also discuss the process in determining the intrinsic value of companies.
Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
How can we go from striving to thriving?
How can we transition from being rich to being wealthy?
What is the difference between being rich and being wealthy?
How can I live a better life using principle from investing?
These questions and much more are answered in this weeks episode of the podcast as we chat with Mr Etinosa Omoregie, Founder of Money Culture Investments and Co-founder, Bole King.
Thanks for listening.
You can send your feedback and questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week on the podcast, we chat with a seasoned investor with many years of experience in the market about practical ways to manage your emotions in investing, passing down financial knowledge to the next generation and his unique strategy to investing in the Nigerian Market.
To get access to his book, for a donation of any amount of your choice, click the link below or copy and paste it into your browser:
https://thebootstrap.gumroad.com/l/vykov
You can send your questions, feedback or suggestions to valuenigeriawithajibola@yahoo.com.
Thank you.
Send in a voice message: https://anchor.fm/value-nigeria/message
With earning season fast approaching, every investor must be aware of four dates which they must bear in mind to get a dividend. These dates are the qualification date, date of closure of register, closure period of register and payment date for the dividend.
We explore all these dates in details and look at the inner workings of the stock exchange, Central Securities and clearing systems (CSCS), registrars and how they work seamlessly together.
We appreciate your feedback and questions. Please send them to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
On this episode of the podcast, we chat with individual investor, Mr Peter Iyen (Nosa2) about investing in commodities (Gold), how to assess company management, how a reading culture can improve ones investing practice and some specific books that every investor should read (including one that every adult must read).
We hope you enjoy this informative episode.
You can send your feedback to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
On this episode of the podcast, we have a wide reaching conversation with Mr Okwudili Egwu, Senior Vice President, Cowry Asset Management Limited about how to identify good companies, mistakes individual investors make and an in-depth exposition about investing in the various types of fixed income instruments.
I hope you enjoy the conversation as much as we did.
Send your feedback and comments to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we have an exciting chat with an investor with over 20 years of experience and now the Chief Investment Officer for a growing hedge fund with global footprints, Dr Manasseh Egedegbe a.k.a. Knight of the Delta.
He shares insight into creating wealth by investing in yourself, how to improve the Nigerian Stock Market and fundamental improvements in cryptocurrencies over the last 5 years.
Thank you.
NB: You can reach Dr Manasseh via his Twitter handle @knightofdelta
Send in a voice message: https://anchor.fm/value-nigeria/message
In this episode of the podcast, we have a stirring conversation with an icon in personal finance and investing, Mr Kalu Aja. We talk extensively about personal finance, investing and, surprisingly, cryptocurrency.
You can connect with Mr Kalu Aja on Twitter via @FinPlanKaluAja1 or www.kaluaja.org.
Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
Happy New Year!
Welcome to the first episode of this podcast for 2022. In this episode, we review the top 10 performers on the floor of the Nigeria Exchange Group in 2021. We also look at how to position and strategize, all in a bid to invest profitably in 2022.
Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
Undertaking a sincere review and reflection on ones experience is a key way to foster self improvement. In this episode of the podcast, I share how my investing journey has evolved and review my practice in 2021. I also look at things I did well and mistakes I made along the way.
I hope you do the same as well and identify areas you can improve on. You can share your thoughts with us via our email address: valuenigeriawithajibola@yahoo.com.
Thanks for listening.
Merry Christmas and a profit-filled 2022.
Send in a voice message: https://anchor.fm/value-nigeria/message
During the recently concluded MTN public offer, I got questions from a lot of people whether it was a good buy. In light of this, we look at the various ways one can buy shares in any company and the advantages/ disadvantages of each.
Thank you for listening to this episode.
Send your feed back/ questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
Many times, we tend to overthink things and complicates our own lives by attempting to jump over 6 feet bars rather than sticking to 1 foot bars.
In this episode of the podcast, we examine why we need to keep our investing simple and the risks that come with ignoring this.
You can send your feedback to valuenigeriawithajibola@yahoo.com.
Thank you for listening!
Send in a voice message: https://anchor.fm/value-nigeria/message
Using the principles of inversion which were propounded by the mathematician, Carl Jacob, but popularised by Charlie Munger, we explore how to achieve monumental and profound poverty.
If we acknowledge these principles and avoid them, we just might be able to attain the inverse, Wealth!
Thanks for listening. Send your feedback/ questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we read a listeners email which leads us into a very timely discussion about how to invest through market downturns. Market cycles are normal so anticipating them and having the right resolve to stay invested irrespective of where in the cycle we may be is very important.
Learn as we share strategies that can help us remain rational and thoughtful even when the world around us does the exact opposite.
You can send your feedback or questions to valuenigeriawithajibola@yahoo.com.
Thank you.
Send in a voice message: https://anchor.fm/value-nigeria/message
The ultimate goal of investing is to make profit either from dividends or capital appreciation. Some shareholders get even more excited when bonus shares are issued by companies. In reality, does the issuance of bonus shares translate into profit for ordinary share holders?
This week on Value Nigeria, we take a journey through the accounting nuances of bonus shares and explore if they really benefit shareholders or not.
Thank you for listening. Send your feedback or questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
Real Estate Investment Trusts (REITs) are a not so popular but excellent investment vehicle for various reasons. They however come with their own peculiar challenges.
In this weeks episode of the podcase, we discuss what REITs are, the various REITs available on the Nigeria Exchange Group and the best strategy to utilize when investing in REITs.
Kindly send your feedback, questions or suggestions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
Getting a grip over ones personal finance through increasing ones earning, saving and investing is the cornerstone of building lasting wealth.
No one embodies these principles more than my guest on this episode of Value Nigeria podcast - Dr Tayo Oyedeji who, by following these same principles, was able to retire at age 40 and has built a company that can help others achieve the same feat.
This episode is packed full of priceless wisdom which is both practical and feasible.
Send your feedback to valuenigeriawithajibola@yahoo.com.
Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
In this first-of-its-kind episode of Value Nigeria Podcast, I have a very exciting chat with Keji Alabi. He is a friend and an individual investor with who I share many things in common.
Listen and enjoy our engaging conversation.
Keji can be reached via twitter on @kejialabii
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we conclude the 2 part series by looking at the last 7 of the 15 checklist items listed by the legendary Philip Fisher in his book "Common stocks and uncommon profits".
We also look at the difference between growth and traditional value investing.
Thank you for listening!
Kindly send your feedback or questions to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we take a look at a 15 point checklist from Philip Fisher, author of "Common stocks and uncommon profits" and relate them to our 4-M checklist earlier discussed.
We look at who Philip Fisher is and why we should pay attention to his writings.
To buy the book, "Common stocks and uncommon profits", click here.
Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
This week on Value Nigeria Podcast, we explore a few psychological pitfalls every investor must avoid in order to prevent emotions from dictating his/ her practice.
Send your feedback, questions or topic suggestions to valuenigeriawithajibola@yahoo.com.
We love hearing from you!
Send in a voice message: https://anchor.fm/value-nigeria/message
In this episode, we take a detailed look at the major numbers from the financial reports of Fidelity bank and decide, from a value investing approach, if it is worth adding to our portfolio.
Kindly send your questions/ comments to valuenigeriawithajibola@yahoo.com or via any of the platforms via which you listen to us.
Thanks
Send in a voice message: https://anchor.fm/value-nigeria/message
In response to listeners who have voted overwhelmingly for an analysis of Fidelity bank, this week, we give a general overview on how to analyse the financial statement of a bank and the key numbers to look out for while doing this.
If you have any questions or seek clarification, you can reach us via valuenigeriawithajibola@yahoo.com.
Thanks for listening to this unusually long episode.
Send in a voice message: https://anchor.fm/value-nigeria/message
If there is just one skill that can tilt the odds in your favour and make you a successful investor, it will be to have the discipline to NO to good but average opportunities. This is often times very difficult for the average individual investor.
Next week, we will be doing an in-depth analysis of a select company on the Nigeria Stock Exchange. Kindly nominate any company of your choice in an email to valuenigeriawithajibola@yahoo.com.
Thank you.
Send in a voice message: https://anchor.fm/value-nigeria/message
Checklists are a set of well spelt out steps that promote the safe completion of complex tasks.
How can checklists help you improve your investing process?
This and much more is answered in this weeks episode of Value Nigeria Podcast.
Thanks for listening and send your questions/ feedback to valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
Should you own 10, 20, 30, 40 or 50 stocks in your portfolio? Listen to this weeks episode of value Nigeria with Ajibola to decide on which approach is right for you. Send your feedback or questions to valuenigeriawithajibola@yahoo.com. Thank you for listening and sharing this podcast...
Send in a voice message: https://anchor.fm/value-nigeria/message
On Value Nigeria with Ajibola this week, we discuss what risk is and we, as value investors, can attempt to reduce the amount of risk we take in our investing practice. To read my article about Uncertainty, risk and returns, click here and to read another article about the dangers of dividends, click here. You can reach us via our email valuenigeriawithajibola@yahoo.com. Thank you!
Send in a voice message: https://anchor.fm/value-nigeria/message
As a follow up to last weeks episode, we discuss some common but wrong reasons why investors sell their holdings. We also discuss strategies to mitigate them. Thank you for listening. Keep your questions and feedback coming through via valuenigeriawithajibola@yahoo.com. Have a lovely week ahead.
Send in a voice message: https://anchor.fm/value-nigeria/message
Knowing when to sell is equally as important as knowing what to buy... This week on Value Nigeria With Ajibola, we discuss some sell principles in response to a question sent in by a listener. Send your questions or feedback to valuenigeriawithajibola@yahoo.com. Thank you for listening!
Send in a voice message: https://anchor.fm/value-nigeria/message
In this episode, we consider the differences between investing and speculating. We also highlight why knowing which of the two suit you most will lead to generating greater returns. Kindly send in your questions or feedback to valuenigeriawithajibola@yahoo.com Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
The first episode of Questions From Listeners Series, we talk about penny stock investing, its merits and its downsides. I hope you find this informative. Kindly send your questions to valuenigeriawithajibola@yahoo.com. Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
With this episode, we conclude our discussion about how busy people who do not have the time or passion for individual stock investing can profitably invest.
Next week, we will be answering questions submitted by you, the listeners. To submit a question, kindly send an email to valuenigeriawithajibola@yahoo.com
Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
In this talk session, I go through the basic building blocks and mundane steps necessary to move from dependence on actively earned income to attaining wealth via passive income.
Though specifically aimed at doctors, everyone and anyone can apply these lessons to their lives to achieve the desired outcome.
Your questions and feedback via valuenigeriawithajibola@yahoo.com is very appreciated.
Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
On this week of Value Nigeria with Ajibola, we explore one option available to people who want to invest their money but do not have the time or passion needed to analyse individual companies. To see the list of fund managers and asset management companies accredited by Security and Exchange Commission (SEC), kindly click here. Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
This week on Value Nigeria with Ajibola, we draw lessons from the life and investing advice shared by a foremost Nigerian Investor, Late Asiwaju Akintunde Asalu, the Warren Buffett of the Nigerian Stock Market. He indeed left a legacy! His autobiography titled "My life of stocks" can be gotten from bookshops in Nigeria. Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
In this weeks episode of Value Nigeria with Ajibola, we briefly discuss the absolute methods of asset valuation. To read further about Dividend Discount Model of valuation, click here while you can click here to read about discounted cash flow valuation. Thank you for listening. You can reach us on valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
This week on Value Nigeria with Ajibola, we take one step further in determining the intrinsic value/ worth of an asset by considering relative methods of valuation using simple ratios. Click here to read further about relative methods of valuation. Thank you for listening. You can reach us via valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
On this very short episode of Value Nigeria with Ajibola, we summarise all what we have learnt, delve into margin of safety and introduce the concept of intrinsic value. We also discuss the challenge that discussing quantitative factors via an audio only medium will pose. Notwithstanding, we are eager to delve into murky waters in the hope of learning something new. Thank you for listening!
Send in a voice message: https://anchor.fm/value-nigeria/message
Uncle Charlie advocates that we assess the management of any company before buying it... How is this done practically? What are the key performance indicators by which we can evaluate any management team? Find the answers and more in this weeks episode of Value Nigeria with Ajibola. Click here to read about Debt ratios and here for profitability ratios. For feedback, you can reach us via valuenigeriawithajibola@yahoo.com Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we discuss the 5 forces proposed by Michael Porter that determine the profitability of industries and companies. Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
Now that you have determined your circle of competence and identified numerous companies within this circle, how can you decide which of all of them is worth sinking your savings into? This week we commence a 2 part series into identifying companies that have a durable and intrinsic competitive advantage as advocated by Uncle Charlie. To watch the BBC interview of Charlie Munger once again, click here. To buy a book titled "The little book that builds wealth" by Pat Dorsey which discusses Competitive advantages extensively, click here. Thank you...
Send in a voice message: https://anchor.fm/value-nigeria/message
This week, we explore how to understand any business or industry and some of the key questions you will need answers to as you strive to understand any business or industry. To watch the full clip of Aliko Dangotes' interview, click here while you can also click here to watch the full interview of Warren Buffett. Thanks for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
The advice from ones rich and famous uncle is invaluable and supersedes any hand down of cash they can ever give. This week, we mull over some wise words from two of our most loved uncles. uncle Charlie and uncle Warren. To watch the quoted full interview of uncle Warren, click here while uncle Charlies' full interview can be found here. Kindly send your feedback to valuenigeriawithajibola@yahoo.com Thank you.
Send in a voice message: https://anchor.fm/value-nigeria/message
Value investors determine the value of an asset and aim to buy it at a price that is half of this value. How do they do this? Do they con asset owners into selling to them at this undervalued price? Why do they seek to buy assets at a healthy discount? Does seeking this discount mean they are mean or perform a dis-service to the investment community? These and more questions are answered in this weeks episode of Value Nigeria with Ajibola.
Send in a voice message: https://anchor.fm/value-nigeria/message
In this episode we delve into what value investing is and why value investing works. For further resources (books) that would help you understand value investing better, click here. To read an online article about value investing, click here. You can reach us via valuenigeriawithajibola@yahoo.com Thank you.
Send in a voice message: https://anchor.fm/value-nigeria/message
In this episode, we retrace the history of the Nigeria Stock Exchange and talk through various salient points to remember when deciding on a stockbroking firm to transact business with. To see a list of all presently approved stockbroking firms in Nigeria, click here. For feed back, you can reach us via valuenigeriawithajibola@yahoo.com Thank you.
Send in a voice message: https://anchor.fm/value-nigeria/message
Ever travelled to a foreign country only to discover that you could not speak the local language and could not communicate? To successfully navigate the practice of investing, it is important we learn the basics about the language of investing - Basic accounting! In this episode we talk about what financial statements are and how to understand them. For further reading on understanding financial statements, click here. To see financial statements of companies listed on the Nigeria Stock Exchange, click here. Check out this book "Warren Buffett and the interpretation of financial statements" here. It is worth your time and money. Your feedback is highly appreciated valuenigeriawithajibola@yahoo.com
Send in a voice message: https://anchor.fm/value-nigeria/message
In this episode, we dive into the birthing process of most companies and draw lessons from the process it takes from idea generation to going public. We also introduce some terms which we will hear time and time again on this podcast. If you would like to buy the book by Aig-Imoukhuede "Leaving the Tarmac: Buying a bank in Africa", click here. For feedback, you can reach us via valuenigeriawithajibola@yahoo.com Thank you!
Send in a voice message: https://anchor.fm/value-nigeria/message
In this episode, we discuss the remaining 7 commandments/ principles to live by which increases ones chances of achieving wealth and a fulfilled life. For feedback, kindly reach out to us via valuenigeriawithajibola@yahoo.com Thank you for listening.
Send in a voice message: https://anchor.fm/value-nigeria/message
In this episode, we discuss the fundamental differences between being wealthy and being rich. We also discuss the first 3 commandments of wealth and living a fulfilled life. For feedback, you can reach us on valuenigeriawithajibola@yahoo.com Thanks for listening...
Send in a voice message: https://anchor.fm/value-nigeria/message
Trailer episode where we share the objectives of the podcast, introduce the host and share our plan for future episodes...
Send in a voice message: https://anchor.fm/value-nigeria/message