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Welcome to WBB of Wallstreet Podcast. Here we focus on fundamentals to fortunes. This is where we talk about how the the Little guy wins in this world. Be it through stocks or any other way to make income. As well as give motivation and have some funny stories about business. Daily Uploads. Support this podcast: https://anchor.fm/nickalexg/support
 
Traditional media on Finance has become too commercial and one sided. We strive to show the truth behind the current topics in the financial news today. We strive to be fully transparent and would love to see your comments on our videos however since Patrick Morehead is an actual financial advisor the SEC does not allow comments on Youtube Videos. We would still love to hear form you about potential topics, things you like and of course things we can work on. Please reach out to us at Hello@ ...
 
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Last week, Equity turnover rose 24.6% to Ksh 2.51 billion despite a 1% decline in the top five companies on the exchange. Safaricom accounted for Ksh 1.4 billion traded, whereas the top five counters accounted for 89.62% of the activity on the market. Listen to this podcast to understand how the NSE faired last week, African markets to watch, and h…
 
On March 12, 2020, the Ministry of Health confirmed Kenya's first case of COVID-19, triggering a series of lockdowns orders, a curfew and an unforeseen strain on the country's healthcare system. In April, a team of 15 students from Kenyatta University took up the challenge to build one of the country's first locally-made ventilators, promising an M…
 
While Africa has made giant steps towards gender parity in leadership boards in companies, there are still gaping differences in representation across subregions and sectors. Join Mwakaneno Gakweli and Maxwell Pirikisi as they break down the inequalities in women representation on boards across the continent, the hurdles to achieving gender equalit…
 
Last week, Safaricom proposed smart meters for Kenya Power at a rather skewed revenue split, Tullow Oil confirmed just how much oil is commercially viable in Turkana at higher costs, US announced sanctions over the conflict in Tigray and Zuckerberg announced yellow pages like features for businesses on WhatsApp. In the latest episode of We Are Curi…
 
Last week, the trial of Theranos Founder Elizabeth Holmes kicked off, a 13-week long journey to test her innocence against 10 counts of wire fraud and two counts of conspiracy to commit wire fraud. Locally Scangroup is soaring, despite a 22% dip in revenue and a Ksh 1.732 Billion loss in 2020. US stock indices were bloody red. Listen to this episod…
 
This week, Kenya was downgraded from the list of high-risk areas for piracy after 12 years, KNBS finally released the 2021 Economic Survey, Bolt introduced a more expensive category of female drivers, Tanzania finally ratified the AfCFTA and Ukraine joins the list of countries to legalizeBTC. Listen to our latest episode of We Are Curious to find o…
 
In this episode, Nuru Mugambi talks to Angaza Awards Judge Esohe Denise Odaro, breaking down her career journey to becoming the Head of Investor Relations, International Finance Corporation, including some of the lessons she learnt along the way, and how she defines success. Nuru and Esohe then shift gears to why it is important to focus on gender …
 
Last week, small counter stocks on the exchange recorded an uptick, evidenced by the rise in Week on Week activity, unlike the decline in large counters. In this episode, we break down why small counters stocks surged while large counter stocks dipped, and how that affected the performance of the exchange, analyse Scangroup results, and weigh how e…
 
This week, we explore the proposals in the Health Amendment Bill of 2021, including the regulation of medical fees and restricting the bandwidth for hospitals to seek deposits before offering emergency services a how that could impact hospitals. We also talk about Game's announcement to leave the Kenyan market, following the list of South African b…
 
In this episode, Brian Myers and Mwakaneno Gakweli break down the importance of financial literacy in shaping investment decisions, avoiding scams and improving participation in investment products. We also talk about the role of different stakeholders in the finance space, like investment companies, trading brokerages, and regulators, in democrati…
 
This week, we discuss the hike in tuition fees for postgraduate and select undergraduate courses at the University of Nairobi following lower admission rates for self-sponsored students in recent years. On one hand, the university is stuck with debt and unpaid statutory fees. On the other hand, increasing tuition will likely scare off some potentia…
 
In this episode, Eric Asuma, Dr Manoj Shah, Dr Manilal Dodhia, and Sandeep Malu break down the success story of Dr Manoj, detailing his lessons, attributes, and principles that contributed to his success as a businessman and turnaround artist. We travel back to his early days in business, breaking down his core elements of success such as teamwork,…
 
This week, we break down banking sector results and how investors on the NSE reacted to the different counters. We also discuss the opportunity in DRC, which banks like Equity and KCB are looking into, and the hurdles like instability and poor infrastructure could affect businesses eyeing the market. We close the episode talking about activity in g…
 
In this episode, Mwakaneno Gakweli talks to Billy Owino on how Kenya's credit sector has evolved with the COVID-19 pandemic, and how best lending institutions, policymakers and credit reporting agencies can leverage data to improve lending post-COVID. We discuss the power of alternative data sources to build credit scores, and what building bespoke…
 
As I have been pointing out for several weeks now, stock market internals are weakening and continued to do so last week. This is why it is becoming harder to trade most stocks and why so many fad stocks plays that make up the Robinhood top 100 most owned list and the holdings of the BUZZ and ARKK ETF's are no longer working well, even though the S…
 
A financial market can have one of three trends to it - up, down, or sideways. If you look at gold it really has been in a sideways trend since last August. The stock market appears to be headed for something similar as we are already seeing the internals of the stock market droop, and many fad stocks inside the ARK ETF and the top 100 Robinhood li…
 
In this episode, Mwakaneno Gakweli talks to Franziska Reh on why it is important to focus investment on founders, especially local founders and how that can make a large difference given their knowledge and experience in the market. We also discuss Uncap's investment strategy, leveraging ticket sizes between 10K - 50K USD to early-stage founders th…
 
In this episode, Mwakaneno Gakweli talks to Rina Hicks, founder of Money-Wise and Valentine Njoroge, Co-Founder and CEO of Africa’s Pocket, recounting their experiences in losing money through failed investments and how it informed them to build Investable, an online course that gives you the confidence to make an investment plan that empowers you …
 
In this episode, the Hisa team looks at CIC's performance for the half-year ended June 2021, analyse how local investors on the NSE outpaced foreign investor activity for the first time in a long time and weigh in on how unrest in Afghanistan and the Middle East could affect global commodity prices. Highlights: CIC reported a net profit of KSh260 m…
 
In this stock market update I show you all of the stocks I am short selling right now and explain why. I do not think the stock market is about to crash and am not trying to bet on some massive decline. I am still long more stocks than I am short, however I am now operating more like a hedge fund than a momentum Robinhood trader, meaning that I am …
 
In this weekend stock market update, I take a look at the big picture of the technical analysis charts and what they suggest we can expect now for the price of gold and the S&P 500. A lot of meaning has been given to the recent dip in gold below $1800, but the overall trend is the same as it has been for gold for over a year. At the same time, the …
 
In this episode of We are Curious, the Hisa Team discusses how Ethiopia's Tigray war affects prospective investments in the country, following MTN's decision to pull out of the second licence bid. Could this affect Safaricom Ethiopia's prospects should the conflict stretch to 2022? We also question the incentives that should drive savings in Kenya,…
 
In this episode, we inquire about the drivers behind Uchumi's rally and analyse Ormat's offer to reduce Kenya Power's electricity cost and improve its margins. We also break down Kenya Re's Revenue decline and the performance of various properties in Nairobi's real estate space.
 
In this episode, Untapped Global Founder Jim Chu hosts Melvyn Lubega (CEO OF South Africa's First Unicorn, Go1), Toyin Bajomo (CEO of rising Nigerian eCommerce company BabyBliss), and Falgu Shah ( BizOps and Expansion at Paystack), breaking down the criteria for long term expansion plan across the continent. Jim and the panel discuss how the startu…
 
In this episode, Winelife Founder and CEO Yoeal Haile talks to Mwakaneno Gakweli on his journey into entrepreneurship, reflecting on his learnings on navigating the startup ecosystem in Africa from his as a former MD of Aspira and Founder of Winelife. Yoeal tells the story behind founding Winelife, breaking down the opportunity in the lifestyle sec…
 
Each episode of We Are Curious breaks down the week's events in policy and tech in Kenya, Africa and the world. In this episode, the Hisa team discusses the current NHIF cash crunch thanks to massive job losses, weighing whether it is justifiable for the insurer to review premiums every five years. We then talk about the CBK's move to lower capital…
 
In this episode, CEO Moezz Mir shares with Mwakaneno Gakweli how the banking sector has supported businesses weather the pandemic through initiatives like restricting loans, and how new variants could shape similar initiatives in the future. We also discuss ways in which SBM has worked closely with its customers to drive recovery for both the bank …
 
In this stock market trading update I talk about several key topics. First, the big momentum stock play that is getting people's attention today is Robinhood (HOOD), which made a new high this morning to bring in momentum buyers. Secondly, I talk about the price of gold and monthly gold seasonal trends that go back for decades. They suggest that no…
 
In this episode, the Hisa team analyses the decline of NBV, which fell 8.6% Week on Week, showing exceptionally high volatility on the exchange. NBV, the 13th most traded stock, still holds a record YTD performance, rising 93% for the period. We also look at the negative impact of the pandemic that led to Centum's Ksh 1.37 billion loss and what the…
 
Last month we saw the stock market dip in the first half of the month and then rebound hard in the second half into earnings reports by FB, AMZN, GOOG, MSFT, and AAPL. Gold also turned up last week to hit $1825. What can expect from the price of gold and the stock market trends in August? I cover that in this video update and talk about the news th…
 
This morning gold traded above $1825 after Federal Reserve Chairman Jerome Powell redefined the meaning of transitory inflation at yesterday's press conference he held following the FOMC statement. This is a key moment for the price of gold, mining stocks, and even the price of silver as all three fell in June and then went through a price stabiliz…
 
In this episode, the Hisa Team discusses the bear trend in Asian markets following the DiDi crackdown, events around the NBV stock and things driving the local stock market. Highlights: The Chinese government is intensifying the fight against tech companies, alleging that they have misused their clients' data, running Chinese markets red. The low C…
 
I'm talking fast in this trading video, because I'm covering several topics all at once for you in this stock market news update. This is a lot of info without the fat. The "FANG" stocks are leading the market this week as expected. The GDX/GLD ratio is positive, which is a good sign for the price of gold going forward even if it is still in a stab…
 
In this episode, the Hisa team discusses startup funding in Kenya, exploring the skew towards foreign founders compared to native counterparts. We also talk about the bank of Uganda taking over mobile money regulation, how it will affect mobile money players and the potential partnerships it opens for banks and mobile money operators to develop new…
 
Last week internals in the stock market weakened. That was a harbinger of a stock dump Monday, but then the market rallied. However, many popular stocks that make up the Robinhood top 100 list and fad ETF's ARKK, BUZZ, and crypto coins Bitcoin badly lagged the market averages. This week's rally has been fueled by several key big cap stocks set to r…
 
In this episode, we talk to Andrew Bourne, Regional Manager for Africa at Zoho, on how best businesses can approach data privacy for their clients, which is an even more significant concern following the accelerated digital migration because of COVID-19. Some of the main points in this discussion include the importance of tracking tools like cookie…
 
In this episode, Ally Mwakaneno talks to Tania Ngima, Managing Director of DijITali at Digital Divide Data on how businesses can use the popularity, rural penetration, national footprint, and digital capabilities of cybercafes to drive product penetration in peri-urban populations, helping businesses validate their products and price point and test…
 
In this episode, the Hisa team discusses how Safaricom's 3.27% uptick last week affected turnovers, dives into the Crown Paints rights issue, and what it will mean for the company and the global smartphone outlook with Xiaomi as the second-largest smartphone maker by market share. Highlights: There was positive activity in all indices, with the All…
 
In this episode, 734Coffee Founder Manyang Reath Kher chats with Ally Mwakaneno on his experience building an African Coffee company in the US and the challenges of setting up export operations. He also shares his progress in setting 734Coffee back in South Sudan, the company's genesis and its coffee source, what the homecoming means for him and ho…
 
In this video update I wanted to give a real talk about the real role of Bitcoin and cryptocurrencies in an investment account. How do they do at times of stock market volatility? Are they safe havens or instruments of simple speculation? If they are only the latter, which I believe they are, then they only work for people when they time things rig…
 
In this episode, Ally Mwakaneno chats with Vital Capital Managing Partner Nimrod Gerber on why it is crucial for investors to equally weigh the potential impact and the business case of a venture before investing. Nimrod talks about the different impact and finance metrics such as ESG and profitability, the relationship between profitability and im…
 
In this episode, the Hisa team and family discuss Richard Branson's launch into space and how it might affect Virgin Galactic Stocks. We also talk about the ongoing events with KRA announcing that it will auction Kenya Power Transformers, currently at the port for 7 years following unpaid dues, and detail the story behind risen indices in the last …
 
I own some penny stocks in a portion of my account I have devoted to speculation. However, many penny stocks that trade on the US Over The Counter Market (OTC) are going to crash due to incoming September new SEC rules about "Pink No Information" securities. They basically are going to stop US brokers from allowing trades in OTC stocks that do not …
 
In today's stock trading update I want to talk about AMC stock and rumors that have been circulating around it in regards to hedge funds using AMC bonds to manipulate the stock. No one who is a serious trader believes these rumors and yet they spread everywhere last week. This article on SeekingAlpha debunks them: https://seekingalpha.com/article/4…
 
In this episode, Citibank Kenya CEO Martin Mugambi chats with Ally Mwakaneno on the role banks play in supporting businesses and the economy to recover from the pandemic through restructuring loans, extending credit down the supply chain through last-mile financing, and creating digital-first banking. Martin delves deeper into the role of digitizat…
 
Real estate prices are rising in a bull market. They are up nationally over 14% in the past twelve months. Last year around September I decided that I wanted to invest in real estate and looked at the various ways that I could do it. I came to the conclusion that the best and simplest way for me to do it was on the stock market. In this video I tal…
 
In this episode, the Hisa team breaks down the World Bank Report on the Cost of Starting a Business, detailing where Kenya sits in the continent and why the relatively lower costs mean little to entrepreneurs if they still encounter high regulatory running costs. We further discuss the next step for parastatals following the IMF call to restructure…
 
In June the price of gold took a hit and fell from over $1900 an ounce down to $1750. It has since bounced back above $1800, but we saw a nasty down day in the middle of last week in mining stocks, although they bounced back Friday. How can we make sense of these gyrations on a technical analysis chart? Is this a new downtrend in gold and silver pl…
 
In this episode, The Hisa Family discusses how privacy concerns about DiDi brought the transporting company in crosshairs with the Chinese regulators, detailing the difference in terms of how liberal and communist markets view privacy. They further discuss the silence in cryptocurrency activity after China's crackdown and how the new taxes on utili…
 
Yesterday, the stock market fell a little bit and today the stock market got hit even harder on the open, to cause the VIX to go up 20% at one point during the day, but the most interesting move this week is actually happening in the bond market as the 10-year Treasury bond yield got down to 1.25 on Thursday. In this video I talk about what is movi…
 
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