Frontier Africa: Deep Value at the Bottom of the Capital Cycle – Johan de Bruijn
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
Frontier Africa: Deep Value at the Bottom of the Capital Cycle – Johan de Bruijn
-
ナレーター：
-
著者：
The best investment opportunities often emerge after everyone else has left. (Yes, you read that right). In this episode, Johan de Bruijn, Co-Founder and Portfolio Manager at 337 Frontier Capital, breaks down the capital cycle driving today's opportunity within Frontier Africa public equities. He explains why today's opportunity reminds him of the early 2000s, how he uncovers overlooked businesses capable of compounding in dollars, and the hard-earned lessons that shape his investment decisions today. Enjoy!
Learn more about Johan de Brujin | 337 Frontier Capital
LinkedIn: https://www.linkedin.com/in/johan-de-bruijn-2a4aa937/
Website: https://www.337frontier.com/
Learn more about Chipo Muwowo | Allocator Media Podcast
LinkedIn: https://www.linkedin.com/in/chipomuwowo/
Website: https://allocator.media/
Hosted on Acast. See acast.com/privacy for more information.