I don’t intend this to be a very long post. It’s mostly a musing. Why are founders the best people to run their companies? If you look at most of them, they’re erratic, iconoclastic and relatively inexperienced at building companies. They don’t have the structure that MBA types have. So it often seems to be […]
Tag: companies
10 Important Changes the Nigerian Senate Made to How Business Is Done In Nigeria
Last week Tuesday, the Nigerian Senate quietly repealed and replaced the Companies and Allied Matters Act of 1990 with a more improved 2018 version. In case you don’t know, this is the law that governs business and company formation, operations and regulations in Nigeria and these changes were long overdue. We were way behind the […]
Analyzing Industries
Most budding value and fundamental investors, myself included, usually jump in to analyze a company directly when trying to determine it’s suitability for investment without spending as much time analyzing and understanding the industry and the macro environment the company plays in. In most cases, it’s not that we don’t know that the industry is […]
Why Consumer Goods Companies Are Great Investments
One of the easily observed truths of American capitalism and economy, is that the consumer is King. And if the consumer is King, then most of the most successful companies for investors are all in the Consumer Goods industry. An analysis of the top returning stocks in the S&P 500 in the last 25 years, […]
What is Elon Unveiling?
Last night, Elon Musk tweeted “time to unveil the D” and accompanied it with this picture. Unintentional innuendo aside, the internet was awash with speculation about what the CEO of Telsa had coming. Shares of Telsa are up about 4% for the day, which is a nice birthday reprieve for me since it’s been on […]
