In 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 shares. I learnt quite a lot from her answers and hope you do t ..read more

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 wil ..read more

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 ..read more

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 add ..read more

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://podca ..read more

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 ..read more

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://podcasters.spotify.com/pod/show/value-nigeria/message ..read more

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://podcasters.spotify.com/pod/show/value-nigeria/message ..read more

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 ..read more

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://podcasters.spotify.com/pod/show/value-nigeria/message ..read more