show episodes
 
Financial technology in Africa is changing at an accelerating rate, and with it, the very nature of business on the continent. As one of the largest payments companies in Africa, the Paystack team is constantly speaking to teams doing amazing work all over the continent. The Decode Fintech Podcast allows us to hit "record" and share what we're learning! We'll be speaking with a broad range of players from across the African fintech ecosystem, from startup founders, to bankers, to the folks w ...
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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-dis ...
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The Techpoint Africa Podcast brings you the most important stories of the week on startups, technology and innovation in Africa. Listen in every Thursday afternoon (WAT). You can find us on Apple Podcasts, Google Podcasts, Spotify, Stitcher, TuneIn or anywhere else you get your podcasts
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Artwork
 
Strategic Affairs is our game. South Asia and beyond is our playground. We track international developments. Our Founder Nitin Gokhale and Editor Surya Gangadharan explain what StratNewsGlobal stands for. https://youtu.be/N9-ZAEhS5f0
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Best-selling author, rock star historian and world-renowned thinker Peter Frankopan introduces his podcast: I’ve Been Thinking...with Peter Frankopan. Peter talks to experts, academics and thinkers about current affairs and cutting-edge research that often do not get covered in the mainstream media.
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Launched in 2013 in Nairobi, Kenya; Afrikoin aims to be the most innovative digital money and financial technology gathering in Africa tackling key technical, adoption, research and regulatory issues that innovators in Africa face. We aim to highlight important technology and business trends on the continent that underpin economic progress across many sectors from healthcare to ecommerce that are underpinned by digital financial services. In the last few years, billions of dollars have been ...
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show series
 
Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the fourth time to share his thesis on Remitly Global, Inc. (NASDAQ: RELY), a trusted provider of digital financial services that transcend borders. Chapters: [0:00] Introduction + Episode sponsor: Tegus [1:58] What is Remitly Global $RELY and why are…
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Conor Maguire, Founder and Editor of the Value Situations Newsletter, joins the podcast for his third appearance to share his thesis on Dowlais Group Plc (DWL), a portfolio of market leading, high-technology engineering businesses that advance the world's transition to sustainable vehicles. For more information about Conor Maguire and Value Situati…
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Ross Levin, Director of Research at Arbiter Partners, joins the podcast for the second time to discuss betting on French compounding legend, Vincent Bolloré: Bolloré SE and Compagnie de l'Odet. For more information about Arbiter Partners, please visit: ⁠https://arbiterpartners.net/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:36] What …
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Today on the Techpoint Africa Podcast, our hosts, Oluwanifemi Kolawole and Bolu Abiodun discuss: Moove is expanding to the US Nigerian investment fintech Rise completes acquisition of Kenya’s Hisa Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter. Link to Insight of the Week: Moove Africa has discl…
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Today on the Techpoint Africa Podcast, our hosts, Oluwanifemi Kolawole and Chimgozirim discuss: Binance executive still held in Nigeria Zambia's ChitChat partners MasterCard to launch virtual cards Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter. Link to Insight of the Week: Binance tripled its a…
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Michael D. Cohen, CEO & Director of Research at MDC Financial Research, LLC, joins the podcast to provide his halftime report on the Albertson's / Kroger's merger case. For more information about MDC Financial Research, please visit: https://mdcfinancial.com/ Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:02] Overview of the $ACI / $KR…
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It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2024 edition, Chris shares his thoughts on: election implications, anti-trust cases, Albertsons / Kroger's case, Robinhood credit card, and high-end credit cards launching travel lounges. Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:26] Chris…
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Today on the Techpoint Africa Podcast, our hosts, Bolu Abiodun and Chimgozirim discuss: Wasoko and MaxAB combine forces in Africa’s "largest tech merger" Safaricom wants Starlink blocked Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter. Timestamps 00:00 - Intro 02:26 - Wasoko and MaxAB combine for…
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Paul Cerro, CIO of Cedar Grove Capital Management, joins the podcast to discuss his thesis on Red Cat Holdings (NASDAQ: RCAT), a drone technology company integrating robotic hardware and software for military, government, and commercial operations. Cedar Grove RCAT thesis: https://www.cedargrovecm.com/p/red-cat-rcat-trade-worth-up-to-200-prcntChapt…
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Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to discuss their thesis on Mattr Corp. (TSX: MATR), a growth-oriented, global materials technology company broadly serving critical infrastructure markets, including transportation, communication, water m…
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Today on the Techpoint Africa Podcast, our host is joined by Mojola Ola and Emmanuel Paul to discuss: MTN Nigeria secures a permit to generate electricity MTN Group records $414.7 million loss Elon Musk Starlink's ground-breaking move in Nigeria Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter. Ti…
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Bill Chen, a real estate investor and Managing Director at Rhizome Partners, returns to the podcast to discuss the performance of publicly-traded real estate market and why it's done so well since his last podcast appearance in October 2023 + pitch on Apartment Investment & Management Co. "AIMCO" (NYSE: AIV). For more information about Rhizome Part…
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Today on the Techpoint Africa Podcast, our hosts discuss: Telcos in Nigeria mull partial service to support tariff hike push NFT houses: Lagos State Government plans to tokenise real estate Kenyan gig drivers defy e-hailing platforms, set new rates amid fare dispute Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelp…
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In this episode, I speak with Zach Marks, co-founder and CEO of Jia, a fintech leveraging blockchain for receivables financing for businesses in Kenya and the Philippines. Zach has spent his career working in emerging markets, beginning with teaching English in India after college to development consulting in South Sudan. After building and selling…
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Welcome to the August 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: crazy start to August in the stock market, due diligence trips, and forming relationships with management teams Chapters: [0:00] Introduction to Andrew's Random Ramblings…
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Today on the Techpoint Africa Podcast, our hosts discuss: Lagos State to launch a digital platform for monthly rent Spiro launches e-bikes in Ogun State Financial report of Jumia and Kuda Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ Link to Insight of the Week: Nigeria: The telecoms industry'…
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What if banks could cater to your entire family's needs with the same precision and care they offer individual clients? This episode of The MoneyPot promises to reveal just that as we bring you an enlightening conversation with Eyal Gilad from Amdocs. Discover how Amdocs, originally rooted in telecommunications, has made a groundbreaking leap into …
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It's time to welcome back Chris DeMuth for his monthly state of the markets. For this July 2024 edition, Chris shares his thoughts on: a few special situations (RCM, WOW, etc..) and banks. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:17] What's o…
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Today on the Techpoint Africa Podcast, our hosts discuss: Lagos State Government to tax remote workers and influencers to increase revenue WhatsApp appeals $220M fine, claims FCCPC's investigation flawed Another NIN-SIM linkage deadline extension Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ L…
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Alex Feng and Jason Quan from Rome Capital Limited join the podcast to discuss their thesis on Samsonite International (1910.HK), a leader in the global lifestyle bag industry and the world's best-known and largest travel luggage company. Alex Feng's write-up on Samsonite: https://alexfeng.substack.com/p/samsonite-1910-hk-another-homecoming Chapter…
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Welcome to the July 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: small cap performance, buybacks, stock price drives narrative, CEO changes, due diligence on companies you don't like (i.e. don't like the product or service personally), a…
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Today on the Techpoint Africa Podcast, our hosts are joined by tech lawyer, Rosemond Phil-Othihiwa to discuss: Meta vs Nigeria's FCCPC Mercury Bank closing African startup accounts Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ Timestamps 00:00 - Intro 01:17 - Meta vs Nigeria's FCCPC 19:04 - Me…
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Marc Rubinstein, Founder and Editor of the Net Interest Newsletter (link to substack below), is back on the podcast to discuss his article titled, "The Trump Trade" and deep dive on Fannie Mae $FNMA. For more information about Marc Rubinstein, please visit: https://www.netinterest.co/ Article on Trump Trade: https://www.netinterest.co/p/the-trump-t…
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Today on the Techpoint Africa Podcast, our hosts discuss: Kenyan e-hailing drivers strike Nigeria's app for farmers Chowdeck's ad product Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ Link to Insight of the Week: Agriculture’s contribution to Nigeria’s GDP has been on a downward trend since 20…
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In this episode, I speak with Chandrima Das, Co-Founder and CEO of Teleskop, a wealth tech that helps people track their family assets today and plan for their legacies in the future. Chandrima has had an illustrious career in asset management, working at Prudential, ING, and Bank of Singapore in several countries, where she had a front-row seat to…
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John Haskell, CIO at Atla Capital Management, joins the podcast to share his thoughts on international real estate investing, emerging markets and ESR Group Limited ($1821.HK). For more information about Atla Capital Management, please visit: https://www.atlacap.com/ Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:22] Internati…
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Today on the Techpoint Africa Podcast, our hosts discuss: The OPay glitch Kuda, NALA, and Africa's remittance market UNDP's new fintech hubs Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ Timestamps 00:00 - Intro 00:42 - OPay glitch 06:18 - Kuda, NALA, and Africa's remittance market 17:28 - UND…
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Today on the Techpoint Africa Podcast, our hosts are joined by Olaleye Oladimeji, Partner, Legalpreneur Attorneys & Consulting and Founder, Registat.io to discuss: Kucoin to charge VAT in NIgeria Mano's move to food delivery Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ Link to Insight of the …
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In this episode, we dive into the alarming rise of digital identity fraud, which cost the UK finance industry over £1.2 billion in 2022 alone. Our guest, Laura Barrowcliff, Global Head of GBG Trust at GBG, a leading expert in digital identity, shares her insights on how cross-sector collaboration and shared consumer intelligence can transform custo…
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It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing. For more information about Rangeley Capital, please visi…
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Ron Nussbaum from Maverick Value, joins the podcast to discuss the Capri Holdings Limited / Tapestry ($CPRI / $TPR) acquisition agreement. You can follow Ron Nussbaum @MaverickValue on Twitter/X here: https://x.com/MaverickValue Chapters: [0:00] Introduction + Episode sponsor: Ycharts [2:05] Overview of Capri / Tapestry acquisition and why FTC suin…
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Today on the Techpoint Africa Podcast, our hosts are joined by Samuel Ngwu, Privacy Lawyer to discuss: Another data breach in Nigeria New e-hailing prices in South Africa Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ Timestamps 00:00 - Intro 01:09 - Another data breach in Nigeria 28:54 - New e…
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Discover the remarkable story of survival and growth in the ever-evolving world of fintech. In this compelling episode of The Money Pot, we sit down with Philippe Morel, the CEO of Railsr, who shares his firsthand experience of steering the company through turbulent waters. You'll learn how the fintech powerhouse bounced back from the brink of coll…
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Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp…
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BONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2024. Topics covered: defining MicroCap/Small-Cap, Robotti's strategy, opportunity set for stock pickers, old economy stocks, all followed by Q&A from the audience. For more information about Bob Ro…
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In this episode, I speak with Sharon Paul, Co-founder of Headquarters (HQ.xyz), an on-chain business account. Sharon is a Singaporean entrepreneur and has spent many years advancing the Web3 and payments infrastructure space. She is a founding member of StraitsX, a leading stablecoin issuer and fiat-crypto ramp and now serves on the Singapore Finte…
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Today on the podcast, our hosts discuss: Celebrity meme coins Ampersand and BYD's EV partnership Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ Link to Insight of the Week: https://bit.ly/3XwP41f Timestamps 00:00 - Intro 00:44 - Celebrity meme coins 23:18 - Insight of the Week with Intelpoint 2…
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What if your digital identity could be as secure and under your control as your physical ID? Join us on The MoneyPot as we explore the cutting-edge world of reusable digital IDs with our esteemed guest, Aravind Narayan from the London Stock Exchange. We'll transport you back to the early days of the internet, tracing the evolution of digital identi…
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Welcome to the June 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: investing into franchisees, blaming IR for stock price, competitors, interest in a stock and thesis drift. For more information about Rangeley Capital, please visit: http:/…
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Whistleblowers and scandals. What really went on behind the scenes at Wirecard? This episode of The Money Pot, live from the Money 2020 conference in Amsterdam, features an exclusive interview with Pav Gill, the whistleblower who exposed the Wirecard fraud, and journalist Jason Mikula. Listen as we uncover the early warning signs that Pav Gill noti…
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Today on the Techpoint Africa Podcast, our hosts discuss: Rwanda's Central Bank Digital Currency The latest on the Wasoko and MaxAB merger Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ Timestamps 00:00 - Intro 01:09 - Why CBDCs don't do much 11:28 - The Wasoko-MaxAB merger Useful links Wasoko …
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Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online. Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:54] Overview of Akamai Technologies and why its so interesting to Steven [13:09] $A…
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Yaron Naymark, Founder of 1 Main Capital, is back for the fourth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG). For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/ Yaron's original YAVP appearance talking $IWG.L: https://www.youtube.com/wa…
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Jacob Rubin, Portfolio Manager at Philosophy Capital, joins the podcast for the third time to share two theses: the first - Caesars Entertainment (NASDAQ: CZR), the second - Gannett Co., Inc. (NYSE: GCI). For more information about Philosophy Capital, please visit: https://www.philosophycap.com/ Chapters: [0:00] Introduction + Episode sponsor: Sant…
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Today on the Techpoint Africa Podcast, our host, Chimgozirim Nwokoma is joined by Francis Ogbuka, VP Sales, Zone and Abraham Augustine, Comms & Programs Lead, Norrsken to discuss: Zone's decentralised PoS payment gateway Gro Intelligence's shutdown The Copia Global story Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and I…
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Unlock the secrets behind transformative investments in this episode recorded live from Money2020 Asia 2024 in Bangkok! Join our hosts, Scarlett Sieber and Sheryl Chen, as we chat with Dennis Pratistha, the Chief Investment Officer at Mandiri Capital Indonesia (MCI), who takes us through MCI's captivating journey from its founding in 2015 to becomi…
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It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2024 edition, Chris shares his thoughts on: Tapestry / Capri merger, Enhabit $EHAB, ECIP banks, $INBX deal. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Santangel's …
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Mario Cibelli, Managing Partner at Marathon Partners Equity Management, LLC, joins the podcast for the third time to share his thesis on Xometry, Inc. (NASDAQ: XMTR), the global AI-powered marketplace that connects buyers with suppliers of custom manufacturing services. Chapters: [0:00] Introduction + Episode sponsor: Fundamental Edge [2:23] What i…
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Today on the podcast, our host, Bolu Abiodun, is joined by Oyindolapo Olusesi, Lead, Legal Services at Kora to discuss: The Brass acquisition Bolt's inDrive copycat Subscribe to The Modern Workplace/, Equity Merchants/, Techpoint Digest/ and Intelpoint's newsletter/ Timestamps 00:00 - Intro 01:13 - The Brass acquisition 15:42 - Bolt's new bidding s…
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Join me for an enlightening sit-down with Alberto Guerra, the mastermind at the helm of UniTeller, as we peel back the layers of the remittance economy. You'll be treated to a panoramic view of how these financial lifelines are not just money transfers but the very threads that weave through the fabric of families' lives across the globe. We traver…
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