Investing in Nordic & African Businesses w/ Erick Mokaya
Value Hive Podcast - Podcast tekijän mukaan Brandon Beylo - Perjantaisin
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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 --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support