Home Podcasts Value Nigeria with Ajibola
Value Nigeria with Ajibola

Value Nigeria with Ajibola

Ajibola Awolowo 102 Episodes Jul 20, 2025

Value Nigeria with Ajibola is a podcast about investing in the Nigerian Stock Exchange using the principles of value investing. Host Ajibola Awolowo applies the approaches of Benjamin Graham, Warren Buffett and Charlie Munger to Nigerian equities. Each episode aims to help listeners identify undervalued companies and build profitable, long-term investing habits in that market.

Episodes

Ask the Professionals 1: How can I plan my retirement using stock investing and others.
Ask the Professionals 1: How can I plan my retirement using stock investing and others. Jul 20, 2025 00:09:42 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,
101. Investing in banks in the current climate: A chat with Miss Matilda Adefalujo
101. Investing in banks in the current climate: A chat with Miss Matilda Adefalujo Jul 13, 2025 00:33:14 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
100. Understanding Trading as an investing style (PART 1): A chat with Mr Nurudeen Oyetunji
100. Understanding Trading as an investing style (PART 1): A chat with Mr Nurudeen Oyetunji May 5, 2025 00:40:06 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, differe
99. The art of buying things well: A chat with Mr Oluwapelumi Joseph
99. The art of buying things well: A chat with Mr Oluwapelumi Joseph Feb 2, 2025 01:01:14 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
98. Investing lessons from the game of Chess: A chat with Miss Perpetual Ogbiyoyo
98. Investing lessons from the game of Chess: A chat with Miss Perpetual Ogbiyoyo Oct 20, 2024 00:45:12 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 co
97. The GEM called SFS REIT: A chat with Mr. Samuel Oshodipe
97. The GEM called SFS REIT: A chat with Mr. Samuel Oshodipe Sep 15, 2024 00:57:25 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 valuation
96. From poverty to plenty: A candid chat with Mr Sam
96. From poverty to plenty: A candid chat with Mr Sam Jul 14, 2024 00:47:03 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, comp
95. A look at the Cement Manufacturers: A chat with Mr. Adebayo Adebanjo
95. A look at the Cement Manufacturers: A chat with Mr. Adebayo Adebanjo Apr 21, 2024 01:00:14 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 La
94. Masterclass in Fixed Income investing: A chat with Mr Okwudili Egwu
94. Masterclass in Fixed Income investing: A chat with Mr Okwudili Egwu Mar 24, 2024 00:52:40 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 a
93. Longevity in investing: A chat with Mr Atiku Audu
93. Longevity in investing: A chat with Mr Atiku Audu Feb 18, 2024 00:40:25 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 themsel
92. Another look at the Brewers: A chat with Mr Damilare Asimiyu
92. Another look at the Brewers: A chat with Mr Damilare Asimiyu Dec 10, 2023 00:49:20 As a sequel to episode 69, we chat with Mr Damilare Asimiyu (Head, Investment Research, Afrinvest West Africa) once again about the changing landscape in the brewing industry. He passionately describes an investment thesis that showcases both the vast opportunities and the headwinds facing the industry at present. We also discuss how 2022 was a breakout year for the brewers and how 2023 has proven
91. The past, present and future of Fixed income vs Equities: A Chat with Mr Arnold Dublin-Green
91. The past, present and future of Fixed income vs Equities: A Chat with Mr Arnold Dublin-Green Nov 19, 2023 00:43:21 After a brief hiatus, we are back on the podcast with this conversation with Mr. Arnold Dublin-Green (Chief Investment Officer, Cordros Asset Management). We discuss the trends that led to the decade where fixed income outperforming equities, equities staging a comeback at present and possible future changes in the balance between fixed income vs Equities investing. He describes how he would struc

Recommended