Volatility tests every capital structure. Strategy remains focused on Bitcoin, disciplined capital allocation, credit quality, and long-term value creation. We appreciate our investors and will continue to execute with transparency and resolve. $MSTR
If I were to advise someone who is considering buying stocks in the market right now, my recommended allocation would be:
MTN Nigeria: 30%
Seplat Energy: 25%
Custodian Investment: 20%
Wema Bank: 15%
The Initiates: 10%
The thinking is simple.
We want the bulk of the money in companies that are already proven. Coys with scale. Coys with cash flow. Coys that can survive difficult cycles and still keep producing earnings.
Then we want a smaller part of the portfolio in names that can grow faster, but where we must also respect the risks.
Not the ending we hoped for, but we’ll use this feeling the right way next season. To every City fan who travelled with us this season, thank you 🙏🏻 Congrats to Arsenal for the title.
This tweet has made me look at Naira investing very differently. This is less than $150k. That amount can keep solving family issues for a long time and the remainder will keep compounding. Better than some startup investments.