This podcast was created out of a deep commitment to empowering individuals who, through no fault of their own, lack financial education and believe that wealth is only accessible to the privileged. Our mission is twofold: to educate and to provide a pathway to wealth creation.
This podcast was created out of a deep commitment to empowering individuals who, through no fault of their own, lack financial education and believe that wealth is only accessible to the privileged. Our mission is twofold: to educate and to provide a pathway to wealth creation.
To achieve this, we aim to inspire and increase the participation of the general publicโespecially underserved communitiesโin the Nigerian stock market and other financial instruments, including the money market, bonds, federal savings, commercial paper, and exchange-traded funds (ETFs). Through insightful discussions and expert analysis, this podcast serves as a bridge to financial literacy and economic empowerment.
The $5.2 Billion Fine That Changed the NGX ForeverMTN Nigeria is one of the most powerful market movers and dividend machines on the Nigerian Exchange todayโbut 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...
The $5.2 Billion Fine That Changed the NGX ForeverMTN Nigeria is one of the most powerful market movers and dividend machines on the Nigerian Exchange todayโbut 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 โฆ99 to โฆ790 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.
How many stocks should you actually hold โ 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...
How many stocks should you actually hold โ 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 โฆ10M should hold no more than 4โ5 names, and why he intentionally skips good companies like MTN, NGX Group, and NASCON.Anthony also explains the role of "protective" holdings like GTCO โ stocks he doesn't expect to generate outsized returns, but that provide ballast in a volatile market. Whether you're managing โฆ1M or โฆ100M, this episode will change how you think about concentration and risk.Topics covered:The โฆ50M+ threshold for holding up to 20 stocksWhy over-diversifying with a small portfolio destroys returnsStocks Anthony knows are good โ but still doesn't ownGTCO as a portfolio "anchor" rather than a high-return pickHow to think about downside risk at different portfolio sizes
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.โธปAnthony, an investor uses a structured, data-driven approach to pick stocks and allocate capital.Instead of relying on hype or...
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.โธปAnthony, 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: โข PEG Ratio (Growth vs Valuation) โข Price to Cash Flow (Not just P/E) โข Revenue & Earnings Growth โข Cash Flow from Investing Activities โข Price to Book & Price to SalesHe then ranks stocks monthly and concentrates capital into his highest conviction ideas.This strategy has led to: โข Top 6โ7 stocks making up ~70% of his portfolio โข Strict allocation rules (10โ20% caps per stock/industry) โข Disciplined, repeatable investingIf youโve ever wondered: โข โHow many stocks should I hold?โ โข โHow do I stop random buying?โ โข โWhat metrics actually matter?โThis excerpt and full episode is for you.๐ฏ Key Takeaways:Why price alone means nothing in investingHow to rank stocks using multiple valuation metricsThe power of concentration vs diversificationWhy cash flow matters more than earningsHow to build a structured NGX portfolio๐ Watch till the end if you want to move from guessing stocks to building a real portfolio.๐๏ธ The Nigerian Investor PodcastWe break down the Nigerian capital markets one brick at a time.โ ๏ธ Disclaimer: This content is for educational purposes only and not financial advice.
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...
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.
In Episode 57 of The Nigerian Investor Podcast, we speak with Emmanuel Osu (@osuet1), founder of Stockyvest, a new tool built to help Nigerian investors research stocks more easily.We discuss:his NGX journeymistakes investors makewhy analytical tools matterhow Stockyvest worksliquidity, dividends, and financial healththe future of stock research in NigeriaWould you...
In Episode 57 of The Nigerian Investor Podcast, we speak with Emmanuel Osu (@osuet1), founder of Stockyvest, a new tool built to help Nigerian investors research stocks more easily.We discuss:his NGX journeymistakes investors makewhy analytical tools matterhow Stockyvest worksliquidity, dividends, and financial healththe future of stock research in NigeriaWould you use a platform like Stockyvest before buying a stock?Like, subscribe, and share.#TheNigerianInvestor #NGX #Stockyvest #NigerianStocks
Investing in the stock market is not just about finding the next hot stock. It is about discipline, patience, and emotional control.In this episode of The Nigerian Investor Podcast, hosts Mudi and Aye sit down with Wolf of NGX, a well-known voice in the Nigerian investing community, to discuss one...
Investing in the stock market is not just about finding the next hot stock. It is about discipline, patience, and emotional control.In this episode of The Nigerian Investor Podcast, hosts Mudi and Aye sit down with Wolf of NGX, a well-known voice in the Nigerian investing community, to discuss one of the most overlooked aspects of investing on the Nigerian Exchange Group: mastering your emotions.Many investors enter the market chasing hype, momentum, and social media trends. But as the Wolf explains, emotional decisions often lead to costly mistakes like panic selling, buying at the top, or becoming exit liquidity for smarter investors.In this conversation, we break down:โข Why emotional control is critical to surviving NGX volatilityโข The danger of chasing โhot stocksโ without fundamentalsโข How to build an investment system that removes emotions from decision makingโข The importance of savings in building an investment portfolioโข Diversification vs concentration in stock investingโข Why beginners should focus on consistent companies instead of exciting onesWolf of NGX also shares five simple rules every investor should follow to survive long-term in the stock market.If you are new to investing in Nigerian stocks or trying to improve your discipline as an investor, this episode will help you think more clearly and invest more strategically.Follow The Nigerian Investor Podcast for more conversations that break down the Nigerian capital market one brick at a time.Until next time: Stay consistent, stay curious, stay invested.
Is Assessworth building the Bloomberg Terminal for Nigerian retail investors?In this episode of The Nigerian Investor Podcast, we sit down with Elijah Rona, CEO of Assessworth, a fast-growing investment research platform designed to help Nigerian investors make smarter decisions.Assessworth aims to solve one of the biggest problems in the Nigerian...
Is Assessworth building the Bloomberg Terminal for Nigerian retail investors?In this episode of The Nigerian Investor Podcast, we sit down with Elijah Rona, CEO of Assessworth, a fast-growing investment research platform designed to help Nigerian investors make smarter decisions.Assessworth aims to solve one of the biggest problems in the Nigerian stock market:Lack of accessible investment information.We discuss:โข Why Nigerian investors struggle with informationโข How Assessworth worksโข Stock recommendations and risk analysisโข Portfolio tracking toolsโข AI-powered stock analysisโข SEC licensing and credibilityโข Future plans including broker integrationโข How Assessworth compares to Nairametrics and broker appsโข Common investing mistakes Nigerians makeIf you invest in Nigerian stocks or want to start investing, this episode is for you.Spotify:https://open.spotify.com/show/6eE7GYMKpzCwaoy9zzcg42?si=9E-dnARwTIqdtu-zHTC2MwApple Podcasts: The Nigerian InvestorAmazon Music:https://music.amazon.com/podcasts/b99ae640-b5d6-48a0-8a2f-1ed879cc92e7/the-nigerian-investor?ref=dm_sh_YQafPkVpf46FeT78TdstlxFGYAudible: https://www.audible.com/pd/B0DH9NR963?source_code=ASSORAP0511160006&share_location=podcast_show_detailhttps://Assessworth.comTwitter/X: @TNIpodcasterInstagram: @tnipodcast๐ง Listen to The Nigerian Investor Podcast:๐ Visit Assessworth๐ข Follow The Nigerian Investor
Many investors celebrate revenue growth.But smart investors ask a better question:How much of that revenue did the company actually keep?In this episode of The Nigerian Investor Podcast, Mudi and Aye break down one of the most misunderstood areas of financial statements โ margins.We explain:What gross margin really meansHow operating margin...
Many investors celebrate revenue growth.But smart investors ask a better question:How much of that revenue did the company actually keep?In this episode of The Nigerian Investor Podcast, Mudi and Aye break down one of the most misunderstood areas of financial statements โ margins.We explain:What gross margin really meansHow operating margin shows business efficiencyWhy net margin is the true bottom lineThe difference between profit (โฆ) and margin (%)Why you must compare companies within the same industryHow to analyze NGX company results properlyUsing a simple smoothie business example, we walk you step-by-step through how companies convert revenue into real profit.Next time you see results from companies like Guaranty Trust Holding Company Plc, MTN Nigeria Communications Plc, or Presco Plc, youโll know exactly what to look for.๐ง This episode is perfect for:Beginner investorsNGX retail investorsAnyone learning to read financial statementsHomework:Download financial statements of two companies in the same sector โ for example:Fidson Healthcare PlcMay & Baker Nigeria PlcCompare their margins and see which is more efficient.Until next timeโฆStay consistent. Stay curious. Stay invested.
Ethical investing is no longer just a personal preference โ itโs becoming a core part of how investors think about capital, responsibility, and long-term value.In this episode of The Nigerian Investor Podcast, Mudi breaks down what ethical investing really means and why Nigerian investors should look beyond just profits when...
Ethical investing is no longer just a personal preference โ itโs becoming a core part of how investors think about capital, responsibility, and long-term value.In this episode of The Nigerian Investor Podcast, Mudi breaks down what ethical investing really means and why Nigerian investors should look beyond just profits when building their portfolios.We explore the difference between ethics, morality, and law, the two major ethical investing approaches, and how different sectors on the Nigerian Exchange come with unique ethical considerations.This episode will challenge you to ask an uncomfortable but important question:What do your investments say about you?๐ง Listen, reflect, and decide how to balance profit with principles.If you enjoyed this episode, please follow or subscribe on Spotify and YouTube, leave a rating or comment, and share it with someone who needs to hear this conversation.
Many Nigerian investors panic when they wake up and suddenly see their shares reduced or multiplied.But should you?In this episode of The Nigerian Investor Podcast, Mudi and Aye break down stock splits and share reconstruction (reverse stock splits) in simple, practical language anyone can understand.Youโll learn:What share reconstruction really meansWhy...
Many Nigerian investors panic when they wake up and suddenly see their shares reduced or multiplied.But should you?In this episode of The Nigerian Investor Podcast, Mudi and Aye break down stock splits and share reconstruction (reverse stock splits) in simple, practical language anyone can understand.Youโll learn:What share reconstruction really meansWhy companies reduce shares but increase pricesHow stock splits work during bullish marketsWhy your total investment value stays the sameThe difference between cosmetic changes vs real fundamentalsHow these corporate actions appear in financial statementsWhat Nigerian investors should actually focus on (earnings, dividends, cash flow)Whether you invest on the Nigerian Exchange Group or youโre just starting out, this episode will help you stop panicking and start thinking like a long-term investor.๐ฏ Key takeaway:Donโt react emotionally to corporate actions. Always connect them back to fundamentals.๐ Like, share, and follow @TNIpodcaster to help more Nigerians access real financial education.
Umva
Comments
Sign in to leave a comment.