92. Another look at the Brewers: A chat with Mr Damilare Asimiyu

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.