Wealth #16: Investing in Africa w/ Tim Staermose of African Lions Fund

Tim Staermose is the founder of the African Lions Fund, which invests in sub-Saharan African “Frontier” economies, excluding South Africa. Tim is also an investment writer, and his website - www.GlobalValueHunter.com - is full of global value investing ideas.
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TIMESTAMPS
01:10 Perception of Africa (Factfulness book)
08:25 Long or Short-term opportunity: Main Thesis
13:25 Asian model will not work in Africa
16:10 Leading Industries
18:35 Valuations in Africa
21:55 Investment process
29:25 Banking Industry in Africa
32:10 Position sizing
35:10 Hedging
38:50 Taxation of the fund
40:15 Largest position (NMB Bank - Tanzania)
48:45 Recent investments (KCB Bank, Equity Bank, Safaricom - Kenya)
52:40 Selling stocks

[@jonathanmahenge8263]

Thank you Tim for an insightful conversation.

[@bachsanoussi8478]

Thank you Tim

[@TheAccentPodcast]

Timestamps in the description