“Mastery is the best goal because the rich can’t buy it, the impatient can’t rush it, the privileged can’t inherit it, and nobody can steal it. You can only earn it through hard work. Mastery is the ultimate status.” This quote, attributed to Derek Sivers, caught my attention recently because […]
Changing Investment Landscape with Obum Okonkwo, CFA
In this episode, I had a really exciting conversation with one of the rockstar investment professionals I know, Obumneme Okonkwo.Obum is a private equity investment professional at one of Africa’s largest investment firms, African Capital Alliance (ACA)….
Investing in quality education
In this episode, I talk about one of the most important types of investments – Investment in quality education – with Dami Olagunju.Dami is a Global Process Manager – Finance Operations at Google and an Alumna of the Harvard Business School. She also has…
My Portfolio – A Case for Investing in ETFs
In this episode, I explain why stock-picking or investing in specific securities is not an optimal investing strategy (compared to investing in ETFs), especially for individual investors. I also talk through the individual securities in my portfolio and explain my rational for holding these securities, despite my position against stock […]
Stock Splits – A Case Study of Tesla
Heeeeeey, I’m back!In this episode, I discuss: stock splits, using Tesla as a case study; Tesla’s current valuation and its perceived overvaluation; an easy way to know when a stock is cheap or expensive (relative to other / similar companies in the same industry) based on its share price, using […]
Hindsight bias in investment decisions
In this episode, I discuss my rationale for investing in five different securities in the Healthcare / Pharma, Tech / Data, Fintech / VC sectors. EXASOL AG (Germany) German Startups Group (Germany) Sensyne Health (UK) Vivoryon Therapeutics (Germany) Amigo Holdings(UK) I also discuss the performance of each of these five […]
The Risk – Return Relationship
This episode discusses the relationship between risk and returns as it relates to investments. It begins by explaining two major components of returns – income (dividend / interest) and capital gains. It then moves on to talk about risk, differentiating systematic risk from unsystematic risk and how both affect returns.Finally, […]