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, […]
Equity Investing During a Market Crash or Economic Meltdown
This episode begins with a recap of the first five episodes of the Podcast and encourages all listeners to stay safe / prioritize self preservation during the Coronavirus pandemic.It then goes on to introduce the concept of economic cycles and briefly describe the three major phases (recovery, expansion and contraction […]