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コンテンツは Aznaur Midov によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Aznaur Midov またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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AccentWealth: Tim Staermose, Founder of African Lions Fund, on Investing in African Markets
Manage episode 389749610 series 2615910
コンテンツは Aznaur Midov によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Aznaur Midov またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Tim Staermose is the founder of the African Lions Fund, which invests in sub-Saharan African “Frontier” economies, excluding South Africa. Tim is also an investment writer, and his website - www.GlobalValueHunter.com - is full of global value investing ideas.
SUPPORT THE ACCENT ON PATREON: https://www.patreon.com/theaccentpodcast
TIMESTAMPS
01:10 Perception of Africa (Factfulness book)
08:25 Long or Short-term opportunity: Main Thesis
13:25 Asian model will not work in Africa
16:10 Leading Industries
18:35 Valuations in Africa
21:55 Investment process
29:25 Banking Industry in Africa
32:10 Position sizing
35:10 Hedging
38:50 Taxation of the fund
40:15 Largest position (NMB Bank - Tanzania)
48:45 Recent investments (KCB Bank, Equity Bank, Safaricom – Kenya)
52:40 Selling stocks
47 つのエピソード
シェア
Manage episode 389749610 series 2615910
コンテンツは Aznaur Midov によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Aznaur Midov またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Tim Staermose is the founder of the African Lions Fund, which invests in sub-Saharan African “Frontier” economies, excluding South Africa. Tim is also an investment writer, and his website - www.GlobalValueHunter.com - is full of global value investing ideas.
SUPPORT THE ACCENT ON PATREON: https://www.patreon.com/theaccentpodcast
TIMESTAMPS
01:10 Perception of Africa (Factfulness book)
08:25 Long or Short-term opportunity: Main Thesis
13:25 Asian model will not work in Africa
16:10 Leading Industries
18:35 Valuations in Africa
21:55 Investment process
29:25 Banking Industry in Africa
32:10 Position sizing
35:10 Hedging
38:50 Taxation of the fund
40:15 Largest position (NMB Bank - Tanzania)
48:45 Recent investments (KCB Bank, Equity Bank, Safaricom – Kenya)
52:40 Selling stocks
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Semua episode
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…
continue reading
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continue reading
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