Andrew Stotz did a live interview with me on LinkedIn yesterday. He gave it the very flattering title of "Insights from a Global Investment Expert". It was a lot of fun and from the comments, it looks like people enjoyed it. We talked about several topics and answered questions from the live audience. Click on the picture to go to the interview. I met Andrew around 20 years … [Read more...]
Archives for January 2025
UAC Nigeria with Tim Staermose
My guest is Tim Staermose, manager of the African Lions Fund. The African Lions Fund is one of the top-performing frontier funds. We discussed Nigeria's macro and politics, and UAC Nigeria (UACN) which is listed on the Nigerian Stock Exchange. Click here for the stock chart. UAC Nigeria holds positions in 7 companies across 6 sectors with their Paints division and Packaged … [Read more...]
