Value Nigeria with Ajibola

Ajibola Awolowo
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Value Nigeria with Ajibola Podcast

Promoting profitable investing in the Nigeria Stock Exchange using the time tested principles of Value Investing as practiced by Benjamin Graham, Warren Buffet and Charlie Munger.

  1. 15 SEPT

    97. The GEM called SFS REIT: A chat with Mr. Samuel Oshodipe

    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 valuenigeriawithajibola@yahoo.com

    57 min

  2. 14 JUL

    96. From poverty to plenty: A candid chat with Mr Sam

    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: valuenigeriawithajibola@yahoo.com Thanks for listening and sharing.

    47 min

  3. 21 APR

    95. A look at the Cement Manufacturers: A chat with Mr. Adebayo Adebanjo

    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.

    1h 0m

  4. 24 MAR

    94. Masterclass in Fixed Income investing: A chat with Mr Okwudili Egwu

    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 valuenigeriawithajibola@yahoo.com

    53 min

  5. 18 FEB

    93. Longevity in investing: A chat with Mr Atiku Audu

    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!

    40 min

  6. 10/12/2023

    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.

    49 min

  7. 19/11/2023

    91. The past, present and future of Fixed income vs Equities: A Chat with Mr Arnold Dublin-Green

    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.

    43 min

  8. 24/09/2023

    90. Becoming an industry giant: A chat with Alhaji Kasimu Garba Kurfi

    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.

    31 min
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About

Promoting profitable investing in the Nigeria Stock Exchange using the time tested principles of Value Investing as practiced by Benjamin Graham, Warren Buffet and Charlie Munger.

Information

  • Creator
    Ajibola Awolowo
  • Years Active
    2021 - 2024
  • Episodes
    97
  • Rating
    Clean
  • Copyright
    © Ajibola Awolowo
  • Show Website
    Value Nigeria with Ajibola

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