Erick Mokaya's guest appearances

Erick Mokaya

Value Hive Podcast

The Business Brew

Shomik Ghosh

Jeremy Raper

Louisa Nicola

Moses Kagan

Dan McMurtrie

Andrew Walker

George Livadas

Aaron Edelheit

Tobias Carlisle

Tom Morgan

Rui Ma

Kyler Hasson

Alex Morris

Matteo Franceschetti

Craig Fuller

OwlTail

Erick Mokaya stops by The Business Brew to chat with Bill about what they have learned as investors.  Erick has an inspiring story of dedication, drive, and learning.  He describes himself as a Kenyan living in Sweden, who has a passion for financial markets.  He is a  regular contributor on Seeking Alpha and also the Lead Author the Transcript, a weekly capital markets newsletter that summarizes earnings calls. He invests in US and Nordic equities and, on a small scale, in small businesses in Kenya. He was fun to speak with and we hope you enjoy the discussion.  You can find Erick's blog at https://themokaya.com/ and follow him on twitter at @ekmokaya. This episode is brought to you by Bastiat Partners, a boutique investment banking firm.  See https://bastiatpartners.com/.  Detailed show notes below. Please leave us a rating in your favorite podcast player. Album art photo taken by Mike Ando. Please see https://www.mikeando.com Thank you to @mathewpassy (on Twitter) for the show production. Please leave us a rating in your favorite podcast player! Detailed Show Notes 2:53 - Erick’s background 4:59 - Seeing people struggle 8:45 - Being self driven 12:25 - Having people’s support 15:02 - Erik’s intro to investing 18:26 - Value investing 25:20 - The value of growth (Apple) 29:26 - Cash flows &amp; management 33:10 - Networking via Twitter 38:36 - Learning from Patrick O'Shaughnessy &amp; Chris Bloomstran 41:13 - Adding value to a community 44:35 - Erick’s newsletter 48:28- Restoration Hardware 58:47 - Holding through volatility 1:02:08 - Managing emotion 1:03:49 - Learning every day 1:08:15 - Twitter’s potential 1:14:19 - African Markets 1:17:01 - Activism 1:21:02 - Takeaways from Michael Mauboussin

Erick Mokaya stops by The Business Brew to chat with Bill about what they have learned as investors.  Erick has an inspiring story of dedication, drive, and learning.  He describes himself as a Kenyan living in Sweden, who has a passion for financial markets.  He is a  regular contributor on Seeking Alpha and also the Lead Author the Transcript, a weekly capital markets newsletter that summarizes earnings calls. He invests in US and Nordic equities and, on a small scale, in small businesses in Kenya. He was fun to speak with and we hope you enjoy the discussion.  You can find Erick's blog at <a href="https://themokaya.com/" rel="nofollow" target="_blank">https://themokaya.com/</a> and follow him on twitter at @ekmokaya. This episode is brought to you by Bastiat Partners, a boutique investment banking firm.  See <a href="https://bastiatpartners.com/" rel="nofollow" target="_blank">https://bastiatpartners.com/</a>.  Detailed show notes below. Please leave us a rating in your favorite podcast player. Album art photo taken by Mike Ando. Please see <a href="https://www.mikeando.com/" rel="nofollow" target="_blank">https://www.mikeando.com</a> Thank you to @mathewpassy (on Twitter) for the show production. Please leave us a rating in your favorite podcast player! Detailed Show Notes 2:53 - Erick’s background 4:59 - Seeing people struggle 8:45 - Being self driven 12:25 - Having people’s support 15:02 - Erik’s intro to investing 18:26 - Value investing 25:20 - The value of growth (Apple) 29:26 - Cash flows &amp; management 33:10 - Networking via Twitter 38:36 - Learning from Patrick O'Shaughnessy &amp; Chris Bloomstran 41:13 - Adding value to a community 44:35 - Erick’s newsletter 48:28- Restoration Hardware 58:47 - Holding through volatility 1:02:08 - Managing emotion 1:03:49 - Learning every day 1:08:15 - Twitter’s potential 1:14:19 - African Markets 1:17:01 - Activism 1:21:02 - Takeaways from Michael Mauboussin

Erick Mokaya - Achiever and Learner

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week we chat with Erick Mokaya. Erick is a Ph.D. student at the Stockholm School of Economics, lead author for Transcript, and a life-long learner. He loves studying businesses and finding companies in the Nordic and African markets. Our conversation starts with Erick's inspirational background, working harder than anyone else to get into the best schools. Erick got his work ethic from his mother. There are some great stories in there about her work ethic too.  From there, we dive into the opportunity set in Nordic countries, discuss the importance of Africa as the next investment frontier, and end with a few closing questions.  You can find the time-stamp below:   1:05 - Intro Questions &amp; Why Erick Works So Hard 6:05 - From Kenya to Sweden 11:33 - Ted Lasso &amp; Warren Buffett 17:25 - Working At Colossus 19:01 - Learning The Power of Inactivity 26:23 - Investing in Nordic Markets 37:26 - Where To Find Value in Nordic Markets 46:10 - Why You Need To Care About Africa 54:01 - Jumia (JMIA) 61:01 - Africa: The Fast-Growing Continent 64:09 - Closing Questions  If you like what you heard and want to learn more about Erick, check out these links:   Erick's Twitter Erick's Website--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

The Value Hive Podcast is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer nofollow" target="_blank">TIKR.com/hive</a><a href="https://tikr.com/hive" rel="ugc noopener noreferrer nofollow" target="_blank">.</a> They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week we chat with Erick Mokaya. Erick is a Ph.D. student at the Stockholm School of Economics, lead author for Transcript, and a life-long learner. He loves studying businesses and finding companies in the Nordic and African markets. Our conversation starts with Erick's inspirational background, working harder than anyone else to get into the best schools. Erick got his work ethic from his mother. There are some great stories in there about her work ethic too.  From there, we dive into the opportunity set in Nordic countries, discuss the importance of Africa as the next investment frontier, and end with a few closing questions.  You can find the time-stamp below:  <ul> <li>1:05 - Intro Questions &amp; Why Erick Works So Hard</li> <li>6:05 - From Kenya to Sweden</li> <li>11:33 - Ted Lasso &amp; Warren Buffett</li> <li>17:25 - Working At Colossus</li> <li>19:01 - Learning The Power of Inactivity</li> <li>26:23 - Investing in Nordic Markets</li> <li>37:26 - Where To Find Value in Nordic Markets</li> <li>46:10 - Why You Need To Care About Africa</li> <li>54:01 - Jumia (JMIA)</li> <li>61:01 - Africa: The Fast-Growing Continent</li> <li>64:09 - Closing Questions</li> </ul> If you like what you heard and want to learn more about Erick, check out these links:  <ul> <li><a href="https://twitter.com/ekmokaya" rel="nofollow" target="_blank">Erick's Twitter</a></li> <li><a href="https://themokaya.com/" rel="nofollow" target="_blank">Erick's Website</a></li></ul>--- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>

Investing in Nordic & African Businesses w/ Erick Mokaya