Value Nigeria with Ajibola

Hosted by Ajibola Awolowo

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Episodes

102

Latest episode

Jul 2025

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About the show

Promoting profitable investing in the Nigeria Stock Exchange using the time tested principles of Value Investing as practiced by Benjamin Graham, Warren Buffet and Charlie Munger.

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60 recent

July 20, 20259 min

Ask the Professionals 1: How can I plan my retirement using stock investing and others.

On this very first episode of our new spin-off, Ask The Professionals, we have questions such as how to plan retirement using stock investing, growth vs value stocks for a young investor and how to undertake industry research. These are very relevant questions that all retail investors will benefit from listening to the answers. To send us a question, go to www.speakpipe.com/valuenigeria and please, leave your name and location. Cheers...

July 13, 2025Episode 10133 min

101. Investing in banks in the current climate: A chat with Miss Matilda Adefalujo

Nigerian Banks have been hit with a few circulars from the Central Bank of Nigeria in the last few months. Though, they are directed at the Banks, retail investors will do well to understand them as they affect the financial performance of banks and ultimately, the performance of their shares in the stock exchange. Our guest is Miss Matilda Adefalujo (Banking Analyst, Meristem Nigeria). She shares her passion for education, what forbearance loans are and how they originated. She also shares what single obligor means and why the CBN is coming down heavy on banks who exceed the single obligor limits. She also share her thoughts on how retail investors can construct the banking portion of their portfolios and common mistakes she sees investors make in their quest for a profit. This podcast episode is an essential listen for anyone who has or intends to have banks in their portfolios. Do comment on and share the episode with anyone who you feel it would benefit. Thanks.

May 5, 2025Episode 10040 min

100. Understanding Trading as an investing style (PART 1): A chat with Mr Nurudeen Oyetunji

In this episode of the podcast, we expose ourselves to the world of trading in a bid to learn something new and support listeners who may want to learn about this style. We chat with Mr Nurudeen Oyetunji (Portfolio Analyst, Comercio Partners Limited) who has an extensive background in Trading. We discuss the advantages/ disadvantages of trading, personality traits that traders ought to have, differences between investing & trading and how to safely navigate the market using a trading approach. We hope this conversation opens new vistas for listeners and traders alike. Thanks for listening.

February 2, 20251 hr 1 min

99. The art of buying things well: A chat with Mr Oluwapelumi Joseph

Mr. Oluwapelumi Jospeh (Director of finance/ Operations, DAI) is our first guest on the podcast in 2025. He is an experienced investor, both in the local and foreign markets. We discuss his origins in finance, how he is handing the baton down to the next generation, signs of a good company, how to have a sense of value, where opportunities may exist in the Nigerian market and how retail investors can improve their investing practice. We hope you enjoy this conversation as much as we did. If you would like to suggest someone who you would like us to interview on the podcast or have feedback for us, kindly send us an email on valuenigeriawithajibola@yahoo.com. Thanks for listening and sharing.

October 20, 2024Episode 9845 min

98. Investing lessons from the game of Chess: A chat with Miss Perpetual Ogbiyoyo

In this episode of the podcast, we have a thoughtful conversation with a 2-time Nigerian Female Chess Champion (2021 & 2022), Miss Perpetual Ogbiyoyo. Our chat ranges from how she found chess & how chess found her, how she makes decisions on the chess board, how she analyses her games with an aim to learn from them and how she is passing the baton to the next generation. All along the conversation, we extract parallels from the chess board to investing and highlight what we can learn about investing from the answers she shares. I learnt quite a lot from her answers and hope you do the same as well. To learn more about her and the work she is doing in chess, kindly check out www.promotingqueens.org

September 15, 202457 min

97. The GEM called SFS REIT: A chat with Mr. Samuel Oshodipe

2nd highest dividend yield on the NGX in 2023 (14.31%). 60% year to date returns on the NGX in 2024 (as at 15yh September 2024). Which company achieved all the above? SFS REIT. If you do not know this company, relax! We have you covered. In this episode, we chat with Mr. Samuel Oshodipe (Real Estate investment Analyst, SFS REIT) about the real estate market, how COVID in 2020 affected valuations, how SFS REIT navigated that period skilfully, how the company produced stellar returns in 2023 and what the outlook for 2024 is. This is a really insightful conversation which retail investors will do well to pay attention to. Do listen and share this episode/ podcast with anyone that needs to listen. You can send your feedback and questions to valuenigeriawithajibola@yahoo.com

July 14, 2024Episode 9647 min

96. From poverty to plenty: A candid chat with Mr Sam

Have you ever wondered if the principles shared on this podcast actually work? This week, we have a candid chat with Mr. Sam, a retail investor, whose life embodies all we have talked about on the podcast and more. He shares how he started from a very humble background, built a culture of saving, improved himself, started investing, lost a lot of money, made changes to his investing practice, compounded his wealth and can retire today if he chooses to. We hope that this episode spurs someone on to take practical steps that move him or her one step closer to the life of their dreams. If you have a question for Mr Sam, kindly send it in an email to: valuenigeriawithajibola@yahoo.com Thanks for listening and sharing.

April 21, 2024Episode 951 hr 0 min

95. A look at the Cement Manufacturers: A chat with Mr. Adebayo Adebanjo

On the podcast this week, we chat with Mr. Adebayo Adebanjo (Senior Analyst/ Portfolio Manager, CardinalStone Securities) about the listed Cement manufacturers on the stock exchange. We examine the bull and bear cases for that industry and how Dangote Cement has been able to generate enviable returns & market share in that sector. He also shares insights on the other players, Bua Cement and Lafarge Africa such as how they are trying to close the gap with the industry leader. We hope this episode sparks the interest of retail investors in this very crucial sector of both the economy and the stock market. Thanks for listening.

March 24, 2024Episode 9452 min

94. Masterclass in Fixed Income investing: A chat with Mr Okwudili Egwu

On this episode, we bring back Mr Okwudili Egwu (Senior Vice President, Cowry Asset Management Limited), who previously appeared on the podcast in Episode 46, for a masterclass discussion on fixed income investing in Nigeria. He explains why inflation rose so high (31% at present) and why CBN needed to raise interests rate this high (22.5% at present and possibly going higher in a few days). He also, in details, explains the various fixed income instruments available and how to buy them. With the high interest rates at present, investors must learn how to make hay while the sun shines by adding this investment class to their portfolio. Listening to this episode will get them one step closer to this. Thanks for listening and sharing. All feedback welcome via valuenigeriawithajibola@yahoo.com

February 18, 2024Episode 9340 min

93. Longevity in investing: A chat with Mr Atiku Audu

Happy New Year! Our guest on the first episode of the podcast in 2024 is Mr. Atiku Audu (Head, Investment management of one of the leading pension fund managers in Nigeria). He shares the journey of his transition from engineering to finance. He also speaks about how to Live to fight another day despite all the curve balls and sucker punches the market can throw your way. Investors will do themselves a lot of good by listening to and taking heed to the timeless advice Mr Audu shares in the course of this conversation. Thanks for listening and sharing!