Tim Staermose - Global Value Hunter

Most people prefer to fail conventionally than take a risk on unconventional success. Not me. Value investor in Africa.

[Tim Staermose - Global Value Hunter @globalvaluehunt]

I will write more about this. But to me these numbers underscore the mismatch between investor perception and reality when it comes to the performance of African stock markets. There's a bull market. No one knows. No one cares. These are among the best returns globally. Stunning

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@mr_deepvalue Looked at THIS too years ago when I was doing deep value activism in Australia and Asia. Decided against it. I got weary of it all. Now buy compounders in Frontier Africa. Haven't looked back. Done 27% CAGR since Oct 2020. Sleep soundly. Don't have to deal with dickheand boards.

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@learnehoc @cjoye Absolutely. Thought I was the only one who had a problem with this. I have multiple citizenships. No other country charges even half what Australia does for a passport, which even after you pay for it says "This document remains the property of the Australian Government." 🤡🤡🤡

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@orrdavid Bring it on. I would gladly report mine. But then we are dojng better than 25% CAGR 5 years and 7 months in...

[Tim Staermose - Global Value Hunter @globalvaluehunt]

TBL has announced a dividend. They refer to it as an "Interim Dividend" as a Final Dividend may only be declared out of Audited final results and their audit is apparently dragging on. Last year they followed up with a final dividend too. Presumably that is also planned this year

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@ekmokaya Ethiopian Airlines is a behemoth and has been around for 80 years! To all the doubting Thomases it proves a huge complicated company can be built and thrive in Africa.

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@ekmokaya If they were stingy to start with then they become more stingy. If they were generous they grow more generous in my view

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@alykhansatchu @netanyahu Who does Vance work for exactly?

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

1/ I've said it before and will say it again: avoid EM index investing. Their performance has lagged, both in the short-term and in the ultra-long run.

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@PeteWargent Yeah. Doubling every 3 years instead of our doubling every 5 years target. Not too shabby...

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@PeteWargent Doing well thanks. African frontier equities have done way better than Aussie housing, with my African Lions Fund doing 24. 3% CAGR, net, in USD, since inception in Oct 2020.

[Tim Staermose - Global Value Hunter @globalvaluehunt]

AUM now $85mn

[Tim Staermose - Global Value Hunter @globalvaluehunt]

Latest interview I did. African Lions Fund was up 67.2% in USD terms after all fees and expenses in 2025. Quietly confident 2026 will see further gains...

[Ramah Nyang @Ramah_Nyang]

African stock markets had world-beating returns in 2025. Can they do the same in 2026? @globalvaluehunt has some thoughts, here: https://t.co/2OTG0zkm3g

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@zhusu At least seats are available. Cathay Pacific from Johannesburg to Hong Kong seems sold out for months on end...

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@ekmokaya These people are not serious

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@AntonKreil Hahaha. Totally agree, but I detect a note of schadenfreude. What is the solution? The west is cooked. East Asia is ageing very rapidly. The world is truly a mess.

[Tim Staermose - Global Value Hunter @globalvaluehunt]

Uber and assorted competitors pulling out may be part of the story but clearly the Tanzanian economy is doing very well with data points like this!

[Given Edward @GIVENALITY]

Interesting fact:

Tanzania 🇹🇿 emerged as a top-five fastest-growing market globally for Bolt. 68% year-on-year increase in rides.

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@MikeFritzell Skål!

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@nft_tipster AUM $71mn. Minimum investmenf US$25K. All details on our website.

[Tim Staermose - Global Value Hunter @globalvaluehunt]

@puppyeh1 Assume Taleb has blocked you, just like he blocks anyone who hurt his FRAGILE ego