Peter Ndue

Analyst | Accountant

[Peter Ndue @realpeterndue]

This week, we turn our attention to Arvocap Asset Managers' special fund suite. Have questions or areas you'd like examined? I'd welcome your input before the analysis is finalized. DM or reply below.

[Peter Ndue @realpeterndue]

This week, we turn our attention to Arvocap Asset Managers' special fund suite. Have questions or areas you'd like examined? I'd welcome your input before the analysis is finalized. DM or reply below.

[Peter Ndue @realpeterndue]

Starting a series unpacking Kenyan investment products and transactions: performance, risk, valuation, and whether the economics really work for investors. Follow along and reach out if you need an independent perspective on a deal

[Peter Ndue @realpeterndue]

Starting a series unpacking Kenyan investment products and transactions: performance, risk, valuation, and whether the economics really work for investors. Follow along and reach out if you need an independent perspective on a deal

[Peter Ndue @realpeterndue]

A few weeks ago, we put Mansa X on TRIAL. This is the FINAL VERDICT from our due diligence review on Mansa X Special Fund: investors should remain CAUTIOUS and refrain from making allocation decisions until the identified issues are adequately clarified by @investwithSIB

[Peter Ndue @realpeterndue]

The FINAL VERDICT: Oak Special Fund; Investors should remain CAUTIOUS and AVOID relying solely on reported performance metrics until the outstanding concerns highlighted across our reviews have been satisfactorily addressed by @FIB_Kenya

[Peter Ndue @realpeterndue]

A few weeks ago, we put Mansa X on TRIAL. This is the FINAL VERDICT from our due diligence review on Mansa X Special Fund: investors should remain CAUTIOUS and refrain from making allocation decisions until the identified issues are adequately clarified by @investwithSIB

[Peter Ndue @realpeterndue]

I'll be synthesising yesterday's X spaces by @MwangoCapital views with the findings from my earlier reports to produce a final, verdict on whether Mansa-X and Oak Special Fund are investable, or whether a more cautious approach is warranted. Full analysis to follow soon.

[Elvis G. @ElvisgSavage]

@BoardLotSultan I listened to this and went back to review the T&Cs of Oak Fund, as attached. This leaves a lot up in the air. Pulling out of the fund makes more sense. @realpeterndue

[Peter Ndue @realpeterndue]

I have just completed a review of the Oak Special Fund. Keen to hear your views. @FIB_Kenya @AmbokoJH @NSE_Investors

[Peter Ndue @realpeterndue]

A brief review based on mansa x recent disclosures. Keen to hear your thoughts
@investwithSIB @AmbokoJH @kenyanwalstreet

[JaPrado. @Dr_AustinOmondi]

A detailed review of Mansa X by one of the country’s top financial analysts.

[Peter Ndue @realpeterndue]

A brief review based on mansa x recent disclosures. Keen to hear your thoughts
@investwithSIB @AmbokoJH @kenyanwalstreet

[Peter Ndue @realpeterndue]

The rise of activist investors is a good development for the Kenyan Capital Markets. We don't see this often.

[Bharat Thakrar @bharatthakrar]

I built this company. I've watched its value fall 62% in four years. Today its minority shareholders vote to hold the board to account, a vote we cannot win but will not stay silent on. Here's why. #WPPScangroup, @WPP

[David Sacks @DavidSacks]

Based Bezos is awesome

[Finding Compounders @F_Compounders]

“During his 25 years managing First Eagle Global Fund, he suffered only two down years, with a combined loss of less than 2%”

Great article on Jean-Marie Eveillard

[Finding Compounders @F_Compounders]

Berkshire buy and hold strategy sets the standard

[Finding Compounders @F_Compounders]

Buffett offers investing advice

[Invest In Assets 📈 @InvestInAssets]

Warren Buffett's 1 page Geico write up:

[Finding Compounders @F_Compounders]

Buffett offers investing advice