The Nigerian Investor

Mudi
  • 1.0 (1)
  • Investing
  • Updated Weekly

This podcast is borne out of the sheer desire to uplift many citizens who, for no fault of theirs, lack financial education and think that only the privilege can access and secure wealth. Hence, this podcast has the dual purpose of enlightening and paving access to wealth creation. To achieve this goal, this podcast aims to stimulate and increase the participation of the general population and underserved communities in the activities of the Nigeria Stock Market viz-a-viz other related market instruments such as money market, bond, Federal Savings, commercial paper, ETF. Hosted on Acast. See acast.com/privacy for more information.

  1. 2d ago

    Ep. 63 — Those Three Letters Beside an NGX Stock: Understanding the CSI

    What do BLS, MRF, RST, DWL and BMF mean when you see them beside an NGX-listed company? In Episode 63 of The Nigerian Investor Podcast, Mudi and Aye break down the NGX Compliance Status Indicator (CSI) and explain what these three-letter codes mean for investors. The Compliance Status Indicator provides information about the compliance status of a listed company at a particular point in time. But what exactly does each code mean—and why should investors pay attention? In this episode, we explain: 📌 BLS — Below Listing Standard📌 MRF — Missed Regulatory Filing📌 DWL — Delisting Watch-List📌 DIP — Delisting in Progress📌 AWR — Awaiting Regulatory Approval📌 RST — Restructuring📌 BMF — Below Listing Standard & Missed Regulatory Filing📌 BAA — Below Listing Standard & Awaiting Regulatory Approval📌 BRS — Below Listing Standard & Restructuring📌 MRS — Missed Regulatory Filing & Restructuring📌 BMR — Below Listing Standard, Missed Regulatory Filing & Restructuring We also look at real NGX examples, including ALEX, AUSTINLAZ, CMFC, FTNCOCOA, INFINITY, PRESTIGE and UPDC, and discuss why investors shouldn’t simply ignore these codes when researching a company. Most importantly, we explain why a Compliance Status Indicator is not a buy or sell signal. It is another piece of information investors can use when researching a company and understanding the risks surrounding a listed business. If you’ve ever looked at an NGX stock and wondered what those three letters beside the company name meant, this episode is for you. NGX, Nigerian Exchange, NGX stocks, Nigerian stocks, NGX Compliance Status Indicator, NGX CSI, compliance status indicators, BLS, MRF, RST, DWL, BMF, BAA, BRS, MRS, BMR, delisting, NGX delisting, restructuring, regulatory filing, Nigerian investors, stock market Nigeria, investing in Nigeria, Nigerian stock market, NGX listed companies BLS, MRF, RST, DWL or BMF? We explain the NGX Compliance Status Indicators and what investors should know when researching listed companies.

  2. Sep 26

    Episode 62 | Analysis Paralysis: When Research Becomes the Problem — Dangote Refinery IPO as Case Study

    How much research is enough before making an investment decision? In Episode 62 of The Nigerian Investor Podcast, Mudi and Aye explore analysis paralysis—the point where research, valuation models, opinions and endless information stop helping you make better decisions and start preventing you from making any decision at all. Using the upcoming Dangote Refinery IPO as a real-world case study, Mudi and Aye examine the difference between proper due diligence and overanalysis. They discuss: 📊 How to separate a great business from a great investment 💰 Why valuation matters, even when the underlying business looks exceptional 🧮 The strengths and limitations of DCF and valuation multiples 🏭 What Dangote Refinery’s revenue, profitability, throughput and expansion plans mean for investors 📈 Why strong recent earnings shouldn’t automatically be treated as sustainable earnings ⚠️ The key risks investors should consider when analyzing a refinery business 🔍 How to identify when you’re doing useful research versus suffering from analysis paralysis 🧠 Why investors should focus on the quality of information, rather than simply consuming more information 📱 How financial conversations on X/Twitter can create confusion and influence your investment thesis 🎯 And perhaps most importantly: how to know when you have done enough research to make a rational investment decision. The goal isn’t to eliminate uncertainty. It’s to understand the uncertainty well enough to make an informed decision. Disclaimer: This episode is for educational and informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Dangote Refinery, Dangote Refinery IPO, Nigerian stocks, Nigeria stock market, NGX, investing in Nigeria, Nigerian investors, analysis paralysis, investment analysis, stock valuation, IPO investing, due diligence, DCF valuation, stock market investing, financial literacy, Nigerian Investor Podcast, Dangote Industries, refinery investment

  3. Sep 19

    Only Invest What You Can Afford to Lose — What Does It Really Mean?

    “If you can afford to lose the money, why are you investing it in the first place?” That’s a question Mudi gets whenever he talks about the popular investment advice: “Only invest what you can afford to lose.” But does that mean you should expect to lose your money? Absolutely not. In Episode 61 of The Nigerian Investor Podcast, Mudi breaks down what this advice actually means and why it matters when investing in stocks, the NGX, and other financial assets. Using the NGX’s sharp decline in June as a real-world example, Mudi explains what can happen when you invest money you’ll need in the short term—like school fees—and the market suddenly moves against you. Because the biggest problem isn’t always the market falling. Sometimes, it’s needing your money while the market is down and being forced to sell. In this episode, we explore: • What “afford to lose” really means• Why not all the money in your bank account is investment money• How your investment time horizon affects risk• The difference between risk tolerance and risk capacity• How forced selling can turn a temporary market decline into a realized loss• Why school fees, emergency funds, and other short-term obligations shouldn’t be treated like long-term investment capital• How to determine how much you can reasonably invest• Why investing isn’t the same as gambling• A simple framework for deciding whether money is ready to be invested The goal isn’t to eliminate investment risk. It’s to take risks you can survive. Before you invest your next naira, ask yourself: What is this money for?
When will I need it?
Can I handle the consequences if the investment falls?
And does the investment actually fit my situation? Because sometimes the biggest investment mistake isn’t buying the wrong asset. It’s putting the right money in the wrong place at the wrong time. 🎙️ The Nigerian Investor Podcast — Episode 61 #Investing #NigerianInvestor #NGX #StockMarket #PersonalFinance #InvestmentRisk #FinancialLiteracy #WealthBuilding #Nigeria #NigerianStocks

  4. Aug 1

    Episode 60: Circuit Breakers Explained: The Emergency Brake of the Nigerian Stock Market

    🎙️ Episode 60: Circuit Breakers Explained – The Emergency Brake of the Nigerian Stock Market What happens when the Nigerian stock market suddenly stops trading? Your trading app freezes.Prices stop updating.Orders stop executing. Is something wrong? Not necessarily. Just like the circuit breaker in your home automatically cuts power to prevent electrical damage, the Nigerian Exchange (NGX) has its own emergency safety mechanism designed to protect investors during periods of extreme market volatility. In this episode of The Nigerian Investor Podcast, we break down NGX Rule 15.46—the market-wide circuit breaker that temporarily halts trading when the All-Share Index (ASI) moves 5% or more within the Exchange’s designated monitoring window. You’ll learn: ⚡ What an NGX circuit breaker is and why it exists📈 How the 5% trigger works⏸️ Why trading pauses for 30 minutes📅 The first time the circuit breaker was activated during the 12 November 2020 market rally🤔 Why it did not activate during the 30 May 2023 rally despite the market gaining over 5%🕒 How extended trading hours changed the monitoring window—but not the trigger🧠 Why circuit breakers help reduce panic, improve price discovery, and create a fairer market for all investorsWhether you’re a beginner or an experienced investor, understanding how the market protects itself during extraordinary volatility can help you become a calmer, more disciplined investor. If you enjoyed this episode:👍 Like the video💬 Share your thoughts in the comments🔔 Subscribe for more beginner-friendly explanations of the Nigerian capital market. 📱 Follow The Nigerian Investor Podcast:𝕏 (Twitter): @TNIpodcasterInstagram: @tnipodcast #TheNigerianInvestorPodcast #NGX #NigerianStockMarket #CircuitBreaker #AllShareIndex #StockMarket #Investing #FinancialLiteracy #CapitalMarket #RetailInvesting #NGXInvestors #NigeriaFinance #WealthBuilding #PersonalFinance #Stocks #LongTermInvesting

  5. Jun 6

    MTN Nigeria: How a Regulatory Crisis Created a 700% Stock Market Success

    The $5.2 Billion Fine That Changed the NGX Forever MTN Nigeria is one of the most powerful market movers and dividend machines on the Nigerian Exchange today—but its journey to the public market wasn't voluntary. In this episode of The Nigerian Investor, we unpack the dramatic history of how a massive regulatory crisis turned into one of the most profitable investments in Nigerian capital market history. Join us as we explore: How MTN built a monopoly in the early 2000s while remaining privately owned. The 2015 NCC crackdown on 5.2 million unregistered SIM cards that led to a historic fine. The intense backroom negotiations with the CBN, Attorney General, and federal government that ultimately forced MTN to list on the stock exchange. The 2019 listing frenzy that drove a 700% capital gain from ₦99 to ₦790 per share. Discover the real forces behind corporate Nigeria where strategy, policy, and timing intersect. If you love breaking down the Nigerian capital market one brick at a time, hit Follow, rate our show, and share this episode with a fellow investor! Stay consistent, stay curious, and stay invested.

  6. Apr 11 ·  Bonus

    Why I Don't Own MTN — Anthony Uzum on Focused Investing on the NGX

    How many stocks should you actually hold — and does your portfolio size change the answer? In this episode of The Nigerian Investor Podcast, Anthony Uzum (@Anthonyuzum) shares his personal framework for portfolio construction on the Nigerian Exchange, including why he caps his holdings at 20 stocks, why investors with under ₦10M should hold no more than 4–5 names, and why he intentionally skips good companies like MTN, NGX Group, and NASCON. Anthony also explains the role of "protective" holdings like GTCO — stocks he doesn't expect to generate outsized returns, but that provide ballast in a volatile market. Whether you're managing ₦1M or ₦100M, this episode will change how you think about concentration and risk. Topics covered: The ₦50M+ threshold for holding up to 20 stocksWhy over-diversifying with a small portfolio destroys returnsStocks Anthony knows are good — but still doesn't ownGTCO as a portfolio "anchor" rather than a high-return pickHow to think about downside risk at different portfolio sizes

  7. Season 2, Episode 58 Trailer

    Stop Guessing Stocks! Use This Ranking System Instead

    Most investors on the NGX are guessing.In this excerpt from episode 58, released last week, our guest, Anthony breaks down a real system used to rank stocks and build a high-conviction portfolio.⸻Anthony, an investor uses a structured, data-driven approach to pick stocks and allocate capital.Instead of relying on hype or Telegram tips, Anthony focuses on: • PEG Ratio (Growth vs Valuation) • Price to Cash Flow (Not just P/E) • Revenue & Earnings Growth • Cash Flow from Investing Activities • Price to Book & Price to SalesHe then ranks stocks monthly and concentrates capital into his highest conviction ideas.This strategy has led to: • Top 6–7 stocks making up ~70% of his portfolio • Strict allocation rules (10–20% caps per stock/industry) • Disciplined, repeatable investingIf you’ve ever wondered: • “How many stocks should I hold?” • “How do I stop random buying?” • “What metrics actually matter?”This excerpt and full episode is for you. 🎯 Key Takeaways: Why price alone means nothing in investing How to rank stocks using multiple valuation metrics The power of concentration vs diversification Why cash flow matters more than earnings How to build a structured NGX portfolio 📌 Watch till the end if you want to move from guessing stocks to building a real portfolio. 🎙️ The Nigerian Investor Podcast We break down the Nigerian capital markets one brick at a time. ⚠️ Disclaimer: This content is for educational purposes only and not financial advice.

  8. Mar 28

    How to Build a Serious NGX Portfolio| @anthonyuzum on Stock Picking, Valuation & Wealth

    In Episode 58, we sit down with @Anthonyuzum to discuss how to build a serious investment portfolio on the NGX. We cover stock analysis, portfolio construction, capital allocation, valuation, PEG ratio, defensive positions, concentration vs diversification, currency risk, global investing, and the habits needed to build long-term wealth. Anthony also shares the three Nigerian stocks he would hold for the next 10 years and explains why he still believes the NGX remains undervalued. A practical episode for anyone serious about becoming a better investor.

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This podcast is borne out of the sheer desire to uplift many citizens who, for no fault of theirs, lack financial education and think that only the privilege can access and secure wealth. Hence, this podcast has the dual purpose of enlightening and paving access to wealth creation. To achieve this goal, this podcast aims to stimulate and increase the participation of the general population and underserved communities in the activities of the Nigeria Stock Market viz-a-viz other related market instruments such as money market, bond, Federal Savings, commercial paper, ETF. Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    Mudi
  • Years Active
    2024 - 2026
  • Episodes
    66
  • Rating
    Clean
  • Copyright
    © Mudi
  • Show Website
    The Nigerian Investor

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