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Investing in Nordic & African Businesses w/ Erick Mokaya

Investing in Nordic & African Businesses w/ Erick Mokaya

FromValue Hive Podcast


Investing in Nordic & African Businesses w/ Erick Mokaya

FromValue Hive Podcast

ratings:
Length:
68 minutes
Released:
Feb 12, 2021
Format:
Podcast episode

Description

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR.
This week we chat with Erick Mokaya. Erick is a Ph.D. student at the Stockholm School of Economics, lead author for Transcript, and a life-long learner. He loves studying businesses and finding companies in the Nordic and African markets. Our conversation starts with Erick's inspirational background, working harder than anyone else to get into the best schools. Erick got his work ethic from his mother. There are some great stories in there about her work ethic too. 
From there, we dive into the opportunity set in Nordic countries, discuss the importance of Africa as the next investment frontier, and end with a few closing questions. 
You can find the time-stamp below: 

1:05 - Intro Questions & Why Erick Works So Hard
6:05 - From Kenya to Sweden
11:33 - Ted Lasso & Warren Buffett
17:25 - Working At Colossus
19:01 - Learning The Power of Inactivity
26:23 - Investing in Nordic Markets
37:26 - Where To Find Value in Nordic Markets
46:10 - Why You Need To Care About Africa
54:01 - Jumia (JMIA)
61:01 - Africa: The Fast-Growing Continent
64:09 - Closing Questions

If you like what you heard and want to learn more about Erick, check out these links: 

Erick's Twitter
Erick's Website


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Support this podcast: https://anchor.fm/valuehive/support
Released:
Feb 12, 2021
Format:
Podcast episode

Titles in the series (100)

Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/ Support this podcast: https://anchor.fm/valuehive/support