Shows
Value Nigeria with Ajibola100. Understanding Trading as an investing style (PART 1): A chat with Mr Nurudeen OyetunjiIn this episode of the podcast, we expose ourselves to the world of trading in a bid to learn something new and support listeners who may want to learn about this style.We chat with Mr Nurudeen Oyetunji (Portfolio Analyst, Comercio Partners Limited) who has an extensive background in Trading.We discuss the advantages/ disadvantages of trading, personality traits that traders ought to have, differences between investing & trading and how to safely navigate the market using a trading approach.We hope this conversation opens new vistas for listeners and traders alike....2025-05-0540 minValue Nigeria with Ajibola99. The art of buying things well: A chat with Mr Oluwapelumi JosephMr. Oluwapelumi Jospeh (Director of finance/ Operations, DAI) is our first guest on the podcast in 2025. He is an experienced investor, both in the local and foreign markets.
We discuss his origins in finance, how he is handing the baton down to the next generation, signs of a good company, how to have a sense of value, where opportunities may exist in the Nigerian market and how retail investors can improve their investing practice.
We hope you enjoy this conversation as much as we did.
If you...2025-02-021h 01Value Nigeria with Ajibola98. Investing lessons from the game of Chess: A chat with Miss Perpetual OgbiyoyoIn this episode of the podcast, we have a thoughtful conversation with a 2-time Nigerian Female Chess Champion (2021 & 2022), Miss Perpetual Ogbiyoyo.
Our chat ranges from how she found chess & how chess found her, how she makes decisions on the chess board, how she analyses her games with an aim to learn from them and how she is passing the baton to the next generation.
All along the conversation, we extract parallels from the chess board to investing and highlight what we can learn about investing from the answers she...2024-10-2045 minValue Nigeria with Ajibola97. The GEM called SFS REIT: A chat with Mr. Samuel Oshodipe2nd 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...2024-09-1557 minValue Nigeria with Ajibola96. From poverty to plenty: A candid chat with Mr SamHave 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...2024-07-1447 minValue Nigeria with Ajibola95. A look at the Cement Manufacturers: A chat with Mr. Adebayo AdebanjoOn 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...2024-04-211h 00Value Nigeria with Ajibola94. Masterclass in Fixed Income investing: A chat with Mr Okwudili EgwuOn 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...2024-03-2452 minValue Nigeria with Ajibola93. Longevity in investing: A chat with Mr Atiku AuduHappy 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.2024-02-1840 minValue Nigeria with Ajibola92. Another look at the Brewers: A chat with Mr Damilare AsimiyuAs 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.2023-12-1049 minValue Nigeria with Ajibola91. The past, present and future of Fixed income vs Equities: A Chat with Mr Arnold Dublin-GreenAfter 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...2023-11-1943 minValue Nigeria with Ajibola90. Becoming an industry giant: A chat with Alhaji Kasimu Garba KurfiIn 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. 2023-09-2430 minValue Nigeria with Ajibola89. Agricultural Commodities Trading: A chat with Mr Stephen Taiwo and Mr Friday OkworiAre 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...2023-08-2755 minValue Nigeria with Ajibola88. Gender inequalities in wealth building: A chat with Mrs. Temilola AdeyemiFor 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...2023-08-1358 minValue Nigeria with Ajibola87. Masterclass in wealth creation and sustenance: A chat with Dr Olumide EmmanuelDr. 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.
2023-07-3053 minValue Nigeria with Ajibola86. Investing in rising markets: A Chat with Mr. Chukwuemeka NwagwuThis 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.2023-07-1631 minValue Nigeria with Ajibola85. Venture Capital Investing: A chat with Mr Fisayo DurojayeMr 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...2023-06-2536 minValue Nigeria with Ajibola84. Understand the economy (Part 2) - Interest Rates: A chat with Mr Temitope OmosuyiThis 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...2023-06-111h 03Value Nigeria with Ajibola83. Overview of the listed Nigerian Telecos: A chat with Mr Abdullateef GrilloThis 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.2023-04-3038 minValue Nigeria with Ajibola82. Understand the Economy (part 1) - Inflation: A chat with Mr Robert OmotundeThe 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...2023-04-161h 03Value Nigeria with Ajibola81. Doing your due diligence: A chat with Mr Abdulrauf BelloTeam 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...2023-03-2649 minValue Nigeria with Ajibola80. Islamic Finance: A chat with Mr Ismail RufaiOn 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 s...2023-03-0540 minValue Nigeria with Ajibola79. Macroeconomic overview of 2023: A chat with Mr Olaolu BoboyeThis 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...2023-02-1232 minValue Nigeria with Ajibola78. PIA and the downstream oil sector: A chat with Mr Suraj OyewaleIn 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.com2023-01-2842 minValue Nigeria with Ajibola77. Your Pension and your Wealth: A chat with Mr. Oluwaseyi OlusanyaOur 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...2022-12-2643 minValue Nigeria with Ajibola76. The practice of value investing: A chat with Mr Michael NwakalorThis 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.2022-12-111h 03Value Nigeria with Ajibola75. A case for index/ ETF investing: A Chat with Mr Nosakhare UgiagbeMr 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...2022-11-2745 minValue Nigeria with Ajibola74. Breaking free from debt: A Chat with Mrs. Ololade OlayanjuMrs. 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.2022-11-1331 minValue Nigeria with Ajibola73: Shareholder Associations/ Activism: A chat with Mr Eric AkinduroThis 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...2022-10-3036 minValue Nigeria with Ajibola72. A deep dive into the listed Flour Millers: A chat with Praise IhansekhienThis 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.2022-10-1639 minValue Nigeria with Ajibola71. Understanding risk: A chat with Mr Caleb FowoweThis 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.com2022-10-021h 05Value Nigeria with Ajibola70. Back to the basics: A chat with Mr Victor OnyemaIf 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...2022-09-1838 minValue Nigeria with Ajibola69. A look at the breweries: A chat with Ms. Juliana OgunkoyaInvestors 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.
...2022-09-0435 minValue Nigeria with Ajibola68. Understanding Banks: A chat with Mr Sodiq SafiriyuAfter 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 t...2022-08-211h 04Value Nigeria with Ajibola67. From Physicist to Finance Professional: A chat with Mr Yinka AdetuberuThis 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...2022-07-1744 min
Value Nigeria with Ajibola66. Estate planning: A chat with Mr Segun AremuIn 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...2022-07-0346 minValue Nigeria with Ajibola65. Earn, Save & Invest: A chat with Mrs. Bimbo KomolafeWe 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...2022-06-1940 minValue Nigeria with Ajibola64. Tax matters for Retail Investors: A chat with Mr Emeka ChimeWe 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.com2022-06-1238 minValue Nigeria with Ajibola63. The art of investing & Life long learning: Chat with Mr David AladeThis 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.com2022-06-0543 minValue Nigeria with Ajibola62. Wealth building for the retail investor: Chat with Mr Onome OhwovorioleWe 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.2022-05-2248 minValue Nigeria with Ajibola61. Emerging Macroeconomic Trends in Nigeria: A chat with Mr Abdulazeez KurangaMr. 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.2022-05-0835 minValue Nigeria with Ajibola60. An overview of the Nigeria Capital Market: A chat with Prof. Uche UwalekeThis 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.2022-05-0155 minValue Nigeria with Ajibola59. Masterclass in Portfolio Construction: a chat with Mr Robert OmotundeHave 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...2022-04-241h 10Value Nigeria with Ajibola58. Assessing Competitive advantage: A chat with Mr Adeniyi AjibolaThis 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.com2022-04-1739 minValue Nigeria with Ajibola57. Masterclass in Investment Research: A Chat with Mr Ayorinde AkinloyeIf 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...2022-04-1057 minValue Nigeria with Ajibola56. Thoughts on Financial Statement Analysis: A chat with Mr Idris AyindeMost 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.
2022-04-0343 minValue Nigeria with Ajibola55. The essence of investment research: A chat with Mr Damilare OjoThis 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.com2022-03-2728 minValue Nigeria with Ajibola54. Impact of psychology on investing: A chat with Mr Olumide AdesinaThis 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.com2022-03-2035 minValue Nigeria with Ajibola53. The anticipated hike in interest rates and your portfolio: A conversation with Mr Ayodeji EboIt 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...2022-03-1332 minValue Nigeria with Ajibola52. Pros & Cons of investing Locally Vs Internationally: Conversation with Mr Solomon OgeneWelcome 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.com2022-03-0652 minValue Nigeria with Ajibola51. Determining Intrinsic Value of companies: A conversation with Mr Mohammed MusaThis 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.2022-02-2739 minValue Nigeria with Ajibola50. The conscious accumulation of wealth: A chat with Mr Etinosa OmoregieHow 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
2022-02-201h 06Value Nigeria with Ajibola49. Managing the emotions of fear and greed in investing: A chat with Mr Oluyomi Faneye, Team Lead, Wealth Creation, Kedari Capital NigeriaThis 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.
T...2022-02-1334 minValue Nigeria with Ajibola48. Four important dates for dividendsWith 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.com2022-02-0623 minValue Nigeria with Ajibola47. Investing in commodities: A chat with Mr Peter Iyen (Nosa2)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.com2022-01-3034 minValue Nigeria with Ajibola46. How to identify good companies/ Fixed income investing: A conversation with Mr Okwudili EgwuOn 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.com2022-01-241h 13Value Nigeria with Ajibola45. Investing in yourself: Conversation with Dr Manasseh Egedegbe (Knight of Delta)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 @knightofdelta2022-01-1645 minValue Nigeria with Ajibola44. Conventional/ Emerging trends in Investing: A conversation with Mr Kalu AjaIn 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.
2022-01-0945 minValue Nigeria with Ajibola43. How to invest profitably in 2022Happy 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.2022-01-0315 minValue Nigeria with Ajibola42. A review of 2021: My wins and mistakesUndertaking 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 2022.2021-12-2620 minValue Nigeria with Ajibola41. Should I buy a Companys' Public Offer?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.com2021-12-1915 minValue Nigeria with Ajibola40. Keep your investing simple!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!2021-12-1210 minValue Nigeria with Ajibola39. Inversion: How to achieve monumental and world class povertyUsing 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 2021-12-0512 minValue Nigeria with Ajibola38. Investing through market downturnsThis 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.2021-11-2813 minValue Nigeria with Ajibola37. Are Bonus shares beneficial to shareholders in reality?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
2021-11-2121 minValue Nigeria with Ajibola36. Investing in Real Estate Investment Trusts (REITs)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.com2021-11-1416 min
Value Nigeria with Ajibola35. Low risk approach to building wealth: A chat with Dr Tayo OyedejiGetting 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.2021-11-0742 minValue Nigeria with Ajibola34. All things investing: A chat with Keji AlabiIn 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 2021-10-3129 minValue Nigeria with Ajibola33. What to Buy: A checklist from Philip Fisher Part 2This 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.com2021-10-2415 minValue Nigeria with Ajibola32. What to Buy: A checklist from Philip Fisher Part 1This 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.
2021-10-1715 minValue Nigeria with Ajibola31. Psychological pitfalls to avoid in investingThis 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!2021-10-1012 minValue Nigeria with Ajibola30. Fidelity Bank Analysis Part 2In 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.
Thanks2021-10-0328 minValue Nigeria with Ajibola29. Fidelity Bank Analysis Part 1: Understanding the financial statement of a bankIn 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.
2021-09-2633 minValue Nigeria with Ajibola28. The discipline to say NOIf 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.
2021-09-1908 minValue Nigeria with Ajibola27. Investing ChecklistsChecklists 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.com2021-09-1211 minValue Nigeria with Ajibola26. Diversification vs ConcentrationShould 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...2021-09-0509 minValue Nigeria with Ajibola25. Risk Management StrategiesOn 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!2021-08-2909 minValue Nigeria with Ajibola24. Common but wrong reasons for selling your stocksAs 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.2021-08-2207 minValue Nigeria with Ajibola23. Questions From Listeners Series: How and when should I sell my stocks?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!2021-08-1511 minValue Nigeria with Ajibola22. Investing Vs SpeculatingIn 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.2021-08-0808 minValue Nigeria with Ajibola21. Questions From Listeners Series: Investing in Penny StocksThe 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.2021-08-0109 minValue Nigeria with Ajibola20. Passive investing (concluding part of "Investing in fixed income debt instruments)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.2021-07-2508 minValue Nigeria with Ajibola19. Talk with Q&A session at ARD OAUTHC on 08/07/2021 titled "Beyond the stethoscope: Investing in your future"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. 2021-07-1850 minValue Nigeria with Ajibola18. Investing in fixed income Debt instrumentsOn 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.2021-07-1108 minValue Nigeria with Ajibola17. Lessons from a foremost Nigerian InvestorThis 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.2021-07-0406 minValue Nigeria with Ajibola16. Margin of Safety (Part 3)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.com2021-06-2706 minValue Nigeria with Ajibola15. Margin of Safety (Part 2)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.com2021-06-2012 minValue Nigeria with Ajibola14. Margin of safety Part 1On 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!2021-06-1306 minValue Nigeria with Ajibola13. Evaluating Company ManagementUncle 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.2021-06-0612 minValue Nigeria with Ajibola12. Competitive Advantage Part 2This week, we discuss the 5 forces proposed by Michael Porter that determine the profitability of industries and companies.
Thank you for listening.2021-05-3008 minValue Nigeria with Ajibola11. Competitive Advantage Part 1Now 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...2021-05-2312 minValue Nigeria with Ajibola10. Understanding a Business/ industryThis 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.2021-05-1610 minValue Nigeria with Ajibola9. Wise words from our unclesThe 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.2021-05-0908 minValue Nigeria with Ajibola8. Buying assets for half their valueValue 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.2021-05-0211 minValue Nigeria with Ajibola7. What value investing is and isn'tIn 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.2021-04-2516 minValue Nigeria with Ajibola6. History of the Nigeria Stock Exchange/ Choosing a stockbrokerIn 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.2021-04-1814 minValue Nigeria with Ajibola5. The Language of InvestingEver 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...2021-04-1214 minValue Nigeria with Ajibola4. How companies are bornIn 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!2021-04-0418 minValue Nigeria with Ajibola3. 10 commandments of wealth and living a fulfilled life Part 2In 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.2021-03-2815 minValue Nigeria with Ajibola2. 10 commandments of wealth and living a fulfilled life Part 1In 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...2021-03-2116 minValue Nigeria with Ajibola1. Welcome to Value NigeriaTrailer episode where we share the objectives of the podcast, introduce the host and share our plan for future episodes...2021-03-1505 min