In this epsiode, i walk through Meta Q2 2025 results. Meta is the firm behind Facebook, Whatsapp and Instagram apps.

On this space we discuss a bunch of topics: the H1 2025 earnings released so far, using technical analysis in investing, positioning for pre election period, the need for better disclosure on the NGX as well as TIP (The Initiates). Shoutout to Tenny Gee, TNI, Cryptosenko and Bivins who all shared their knowledge

In this episode i provide a sitrep around 3 listed players in the agri space: Presco, Okomu and Ellah Lakes.

Okomu today filed its H1 2025 results. Here is a summary of the numbers, and my thoughts on its valuation.

Academy Press is one of the trio of publishing firms listed on the NGX.

In this episode, i walk through audited numbers for the FY 2025 financial year.

In this episode, i discuss Lafarge Africa H1 2025 results. Lafarge is a cement manufacturer listed on the NGX (Nigerian equity space).

In this episode i discuss last week’s news of a new investor taking up a 25% stake in FirstHoldco.

I also discussed other large banking trades that took place.

In this episode, i discuss RC taking up a major stake in FirstHoldco shares. FirstHoldco is parent company of FirstBank.

In this episode i walk through my valuation dilemma for Livingtrust Mortgage, following the release of ita H1 25 numbers.

Which should take precedence? Earnings growth? Or book value

In this epsiode i share my thoughts on Delta Airlines Q2 2025 numbers, and what would be an ideal entry point in my opinion.

Please note. My opinions are not financial advice.