₦airaland Forum

Mr Yinka Adetuberu (Investment banking/ Equity analyst, Norrenberger) is our guest on the podcast this week. We talk through his transformation from a Physicist into a Finance Professional and the highs & the lows.

We review H1 2022, preview H2 2022/ 2023. He also discussed how to analyse/ research companies and characteristics of a good company.

Thanks for listening.

https://anchor.fm/value-nigeria/episodes/67--From-Physicist-to-Finance-Professional-A-chat-with-Mr-Yinka-Adetuberu-e1la056

SmartMoneyGuy:
Thank you Dr Awo the 1st.

Lesson Learned. Great insight there.

The pleasure is all mine sir...
I'm glad it was helpful.

New article alert...
Hope you learn a thing or two...

https://stocksng.com/broad-street-chronicles/

This week on the podcast, we chat with Mr Segun Aremu of United Capital Trustees about Estate planning and why everyone should give serious thought to it.

We talk through Wills, Trusts, their upsides/ downsides and discuss real life examples of the good, bad and ugly of estate planning.

Thanks for listening.

https://anchor.fm/value-nigeria/episodes/66--Estate-planning-A-chat-with-Mr-Segun-Aremu-e1korea

yMcy56:
Lol. Na to deal with caution now o. Only gamblers will try their luck here.
Compliment sir.

Oando and "Ocean and oil" are 2 very separate entities... One may be an empty shell while the other maybe a goldmine...

That's what oga Wanajo is saying...

creategist:
It's the consistency for me. Well done Doc and thank you for providing us with high-quality guests back-to-back!
Glad to hear a lady (& a very rounded & competent one at that) on the podcast for a change!
Invite me for the birthday in 2 months time o, lol. Happy Father's Day to you & every man here.

Wow...
I appreciate your kind words...
My daughter sends her regards and you'll certainly get an invite...
Happy fathers day to you (if you are a man) and to all the father figures in your life...
May our children's children thank us for the foundation we are laying today...

Join us this week on the podcast as we chat with Mrs Bimbo Komolafe (CFEI, CIBN, ICAN) about the basic building blocks for financial freedom...

We discuss how the average Nigerian can earn more, save better and invest well in a bid to be financially fit...

Thanks for listening...

https://anchor.fm/value-nigeria/episodes/65--Earn--Save--Invest-A-chat-with-Mrs--Bimbo-Komolafe-e1k4p7h

BabsO2:
Snapshot of changes in top fund managers ownership of GTCO, ZENITH, UBA & FBNH from morningstar attached below.

Will be interesting to see what the snapshot will look like in a couple of months. Their holdings in ZENITH is still about the highest. GTCO numbers not properly updated. But I guess the holdings are just below ZENITH's.

MAZI (a ZA concern) seem to have picked up more FBNH from the snapshots.

Thanks for this...

What is tax? What are the various forms of tax? How does tax affect the retail investor? What are capital gain taxes?

These and many more are answered in our chat with Mr Emeka Chime ACCA, CITN (Associate director, PWC).

Thanks for listening...

https://anchor.fm/value-nigeria/episodes/64--Tax-matters-for-Retail-Investors-A-chat-with-Mr-Emeka-Chime-e1jqdn2

seyisanya:
I'm yet to understand why some investors put all their eggs in one basket (company/sector). Well, different strokes(strategies) for different folks.

Sometimes, one sector is all an investor really understands...
If you really have an edge in a sector and watch your investments like a hawk, you'll be fine...
But you're right, I wouldn't recommend this for most investors...
#CircleOfCompetence...

Something lite for your reading (and hopefully, learning) pleasure...

https://stocksng.com/the-path-of-least-resistance-lessons-from-champions-league-tournament/

On the podcast this week, we chat with Mr David Alade, a Retail investor, avid reader and prolific writer about the art of investing, benefits of reading, writing and leading a lifestyle of constant Improvement.

I hope you find the conversation as enthralling as I did...

Thanks for listening...

https://anchor.fm/value-nigeria/episodes/63--The-art-of-investing--Life-long-learning-Chat-with-Mr-David-Alade-e1jhgiu

creategist:
Hi Doc. What company on NGX did you refer to in this beautifully-penned article please? Hope you don't mind sharing sir. Thank you.

Thanks for your kind words...
They are very much appreciated...
I was referring to Betaglass actually...

New article alert...
Hope you find it helpful...

https://stocksng.com/projection-versus-protection/

On the latest episode of the podcast, we chat with Mr Onome Ohwovoriole, Lead analyst with Money Africa, about how retail investors can build wealth using investing communities, ETFs, index, fixed Income & equities.

I hope you enjoy the conversation as much as I did...

Thanks...

https://anchor.fm/value-nigeria/episodes/62--Wealth-building-for-the-retail-investor-Chat-with-Mr-Onome-Ohwovoriole-e1it3i3

emmanuelewumi:
Having you seen the earning growth rate of Lafarge in the last 3 years. Earnings have been growing at 70%, should grow by 50% by the end of this year

While I do not dispute your nunbers, don't ignore the base effect in Wapco which may be skewing the earnings growth...

In this article, I share my thoughts and lessons I learnt after an encounter with my revered teacher...

Hope it improves your practice...

https://stocksng.com/lessons-from-my-teacher-in-depth-insight-on-equity-investment/

This week, we chat with Mr Abdulazeez Kuranga (Macroeconomic strategist ar Cordros Capital) about why Macroeconomic analysis is important, Emerging Macroeconomic trends in Nigeria and How retail investors can profit from them.

Thanks for listening...

https://anchor.fm/value-nigeria/episodes/61--Emerging-Macroeconomic-Trends-in-Nigeria-A-chat-with-Mr-Abdulazeez-Kuranga-e1i7eku

ositadima1:
I think those lines are OCI, Other Comprehensive Income. Probably a negative change of the fair value of d debt instruments they invested in. As long as they are holding, no problem.

Below is a description of OCI:

"Other comprehensive income is those revenues, expenses, gains, and losses under both Generally Accepted Accounting Principles and International Financial Reporting Standards that are excluded from net income on the income statement. This means that they are instead listed after net income on the income statement.

Revenues, expenses, gains and losses appear in other comprehensive income when they have not yet been realized. Something has been realized when the underlying transaction has been completed, such as when an investment is sold. Thus, if your company has invested in bonds, and the value of those bonds changes, you recognize the difference as a gain or loss in other comprehensive income. Once you sell the bonds, you have then realized the gain or loss associated with the bonds, and can then shift the gain or loss out of other comprehensive income and into a line item higher in the income statement, so that it is a part of net income"

Copied from a random Google search...

Thanks for this...
I have long struggled with this concept but this is very enlightening

RabbiDoracle:
Because a parabolic rise doesn't resolve sideways. It flashes down. That is why when Vitafoam, ucap and those palm oil stocks conclude their upward trajectory, that is the trajectory for all parabolas. It is time-tested.

Lol...
Don't let the palm oil merchants and palm oil believers see this your post oh...
You are breaking hearts...

ositadima1:
I am really curious to know what sell-off really means. If fonds are indeed leaving the markets then other funds are entering it in its place, is that not the essence of trading?

If for every dollar sold-off their is someone at the other end buying-in can we say that their is now a net increase in funds in circulation?

I don't get it.

If a seller is desperate to offload his or her goods.theyll have to offer it for sale at a lower price. This low price can cause others to panic and make them desperate to sell too at a lower price...

Momentum builds and the price falls dramatically just because everyone is trying to sell at the same time...

Of course for every seller, there must be a buyer but when sellers become more desperate and buyers can cherry pick, prices tank considerably...

West Africa's first professor of Capital Markets & former commissioner for finance, Imo State, Prof Uche Uwaleke (Nasarawa state University), is our guest this week on the podcast...

We chat about how the market landscape has changed over the years, why fixed income has performed better than equities in the past decade and how the market can be more inclusive for youths/ retail investors...

Thanks for listening...

https://anchor.fm/value-nigeria/episodes/60--An-overview-of-the-Nigeria-Capital-Market-A-chat-with-Prof--Uche-Uwaleke-e1hsi34

The Chief Investing Officer of Afrinvest Ltd, Mr Robert Omotunde, is our guest on the podcast this week.

We have a riveting discussion about portfolio construction, analysing equities, risk management, Nigeria infrastructure fund and Afrinvest Dollar/ Equity funds.

Thanks for listening.

https://anchor.fm/value-nigeria/episodes/59--Masterclass-in-Portfolio-Construction-a-chat-with-Mr-Robert-Omotunde-e1hjgd1

9free:
Ask Oga Oracle to connect you with Queen of Canada and also KnightOfDelta, we need to hear them too.

You must be a senior citizen...

We've had Knightofdelta on the podcast...
Check it out below:

https://anchor.fm/value-nigeria/episodes/45--Investing-in-yourself-Conversation-with-Dr-Manasseh-Egedegbe-Knight-of-Delta-e1d0vg6

Teeonly:
@DrAwo


I guess she is referring to PETER THE RICH. ( PETERICHY)

Loool...
Now I see...
I get the joke now...

yMcy56:
Dr. Awo, when are you bringing Dubai Prince?
Let's learn what investment entails the Katanga way as well.

Nice listening to the oga on top, Oga Wanaj0......
Nice and cool voice by the way.....money is good....
Was expecting to hear remarks about NSEMPA as well but you only asked about SMN.........all well and good.

Mama Mercy!
May your government tenure be loooong...

Great observation about SMN and NSEMPA... I think he referred to NSEMPA at a point but called it SMN... I didn't catch it then until when I was editing...

He talked about moving from SMN to another platform before finally settling at "SMN" (I guess he wanted to say NSEMPA OR nairaland)... I apologise for missing it at the time...

If you connect me with Dubai Prince or even Warren Buffett, I will interview them... Lol...

Biafran4life:
From your personal opinion.what is that thing you feel he must have been doing right that has contributed most in his success.I have never read any of his books. Can you recommend one

You can watch his latest interview here...
Thank me later...

https://charlierose.com/videos/31221

This week, we have an enthralling conversation with an experienced retail investor, Mr Adeniyi Ajibola aka Wanajo about the value of investing forums, competition analysis and various thoughts about achieving investing success...

I hope you enjoy it as much as I did...

Thanks for listening...

https://anchor.fm/value-nigeria/episodes/Assessing-Competitive-advantage-A-chat-with-Mr-Adeniyi-Ajibola-e1h9kij

Mpeace:
Union bank result is out. Not impressive. PAT and everything fell.
No sign of dividend payments. Make them just buy us off abeg.
https://doclib.ngxgroup.com/Financial_NewsDocs/35669_UNION_BANK_OF_NIGERIA_PLC%20_AUDITED_FINANCIAL_STATEMENT.pdf

This can be likened to what happens when a once desirable and impeccable bride gets to her husbands house after the wedding ceremony and washes all the make-up off her face...

Her husband immediately asks himself, "what have I gotten myself into?".

#Selah

Mfunkynation:
..... After I bought Zee @10.50 and sold @16...
bought Ucap @2+ and sold @6+..
I have learned a BIGGER LESSON!
I don't sold my good fundamental soups anymore but I accumulate more...

At one point or another, we will all come to this realisation...
Every great investor in the world reached this conclusion prior to the unveiling of their greatness...
#Selah...

safepaulooo:
Informative and insightful. I have questions to ask. What's your Contact

Check your email boss...
I'm glad you found the Podcast helpful...
Cheers...

Mr Ayorinde Akinloye (Analyst, United Capital) passionately takes us through a Masterclass in Investment Research on this episode of the Podcast...

Listen and learn the How, why, when & where of investment research and lots more...

Believe me, you'll thank me afterwards...

https://anchor.fm/value-nigeria/episodes/57--Masterclass-in-Investment-Research-A-Chat-with-Mr-Ayorinde-Akinloye-e1guqer