Value Nigeria with Ajibola

2nd highest dividend yield on the NGX in 2023 (14.31%).

60% year to date returns on the NGX in 2024 (as at 15yh September 2024).

Which company achieved all the above? SFS REIT.

If you do not know this company, relax! We have you covered.

In this episode, we chat with Mr. Samuel Oshodipe (Real Estate investment Analyst, SFS REIT) about the real estate market, how COVID in 2020 affected valuations, how SFS REIT navigated that period skilfully, how the company produced stellar returns in 2023 and what the outlook for 2024 is.

This is a really insightful conversation which retail investors will do well to pay attention to.

Do listen and share this episode/ podcast with anyone that needs to listen.

You can send your feedback and questions to [email protected]

Have you ever wondered if the principles shared on this podcast actually work?

This week, we have a candid chat with Mr. Sam, a retail investor, whose life embodies all we have talked about on the podcast and more. He shares how he started from a very humble background, built a culture of saving, improved himself, started investing, lost a lot of money, made changes to his investing practice, compounded his wealth and can retire today if he chooses to.

We hope that this episode spurs someone on to take practical steps that move him or her one step closer to the life of their dreams.

If you have a question for Mr Sam, kindly send it in an email to: [email protected]

Thanks for listening and sharing.

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.

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 [email protected]

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!

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.

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.

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.

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.