Tope Olakunle

PhD | Cloud & Fintech | Solution Architect | Banking Innovation | Payments

[Tope Olakunle @topeolaks]

FUGAZ analysis.

FirstHoldCo = N5.50T
UBA = N1.64T
GTCO = N5.17T
AccessCorp = 1.53T
Zenith = N5.11T

The opportunity seems obvious.
One of the biggest by assets.
Valued at under a THIRD of the leaders.
PE below 3.

Already recapitalisated, dollar-earning, deeply discounted tier-one banks are where the asymmetry sits.

Smart capital moves ahead of elections, not during. That window is open now, while political risk is still cheap.

[Tope Olakunle @topeolaks]

@oluwadamisi Plenty people are waiting and hoping for this rerating

[Tope Olakunle @topeolaks]

NGX is on the rise again.

But markets move in cycles, what goes up will come down and back up again.

Have a strategy and stay consistent with it.

Keep your cash ready so you can time your entry properly.

Don't rush and don't do follow follow.

[Tope Olakunle @topeolaks]

@sageymeyer @Rxbremen You welcome

[Tope Olakunle @topeolaks]

Collect joy and love from NGX during upside and not just heartbreak and shege during downturn.

Be intentional and strategic

[Osaretin Victor Asemota @asemota]

😂🤣🤣

[Tope Olakunle @topeolaks]

What a match. I thought France was going to win. Spain absolutely caged them

[Tope Olakunle @topeolaks]

Using analogy to explain technical terms or architecture to users on business usecase
Makes the conversation relatable and you carry everyone along

[Tope Olakunle @topeolaks]

Tbills are paying about 16% right now a guarantee with zero stress.
That’s the benchmark.
Any stock that can’t clear it is an employee earning less than the deposit locked in the office safe.

[Tope Olakunle @topeolaks]

Buying a stock is a lot like buying a flat to rent out. You weigh the rental income you collect each year against the price you pay to own the place, then compare that yield to what a risk-free option would pay you instead, whether that is leaving your money in the bank, Tbills or FBN Bonds. Skip either side of that comparison and you end up overpaying.

[Tope Olakunle @topeolaks]

Pass pass and more passes.
Highlights are more fun than the full match.
Sitting through 90 minutes is tough compared to 5 minutes of good action with excitement all through.

[Tope Olakunle @topeolaks]

First WC match - rooting for England

[Tope Olakunle @topeolaks]

The cup is coming home

[Tope Olakunle @topeolaks]

Institutions rarely fail from a shortage of rules.
They fail from a shortage of enforcement. A rule with no audit trail is just a suggestion.
Simplest enforce accountability

[Tope Olakunle @topeolaks]

Want a healthy culture?
Engineer the feedback loops.
What gets measured, seen and reviewed becomes what people value.

[Tope Olakunle @topeolaks]

Our culture is what our people do when no one is watching. Checks and balances are how you verify it without standing over anyone’s shoulder. Good systems do not depend on everyone being a hero. They make the right thing the easy thing and the only thing possible.
Build systems to help our people.

[Tope Olakunle @topeolaks]

@iamwalebanks We are plenty waiting for it to rerate and for CBN to lift the dividend blockage. Then magic will happen 😁

[Tope Olakunle @topeolaks]

NGX seems shallow from outside but look under it Oil & Gas is up 98% and Industrials 89%

[Tope Olakunle @topeolaks]

@ngxinvestor Oil rises
Aradel rises
Net worth rises
Conviction rises
Position rises
Oil rises again

NGX version of compounding