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11 items
In 2014 I put a third of my liquid net worth into a company because I liked the founder. Here is how I lost most of it, and the five rules I now refuse to break.
The exact seven-part checklist I use before putting money into any business - the people, the unit economics, the financing, the exit, and the questions that reveal whether a founder actually understands their numbers.
A 70-minute masterclass on the opportunities and traps specific to African capital markets: treasury instruments, listed equities, private deals, property, currency and the role of patience.
Nine situations in which the right investment decision is no - including the ones that feel most like yes.
Ten things I would tell my thirty-year-old self about money, patience and the difference between investing and betting.
Forty investments and hundreds of pitches: the patterns that end meetings early and the rare things that make an investor lean forward.
Treasury bills, bonds, corporate debt and the 2022 domestic debt exchange - what fixed income is, how it pays, and what its risks really are.
A pension fund manager on risk budgets, asset allocation and why boring is a strategy.
Kwame walks through the 2008 crisis, the 2014–15 cedi slide, the 2020 pandemic and the 2022 debt exchange - what he did each time, what he got wrong, and what stayed the same.
Shea, rice, soy and the processing gap: where the returns are, where the money is lost, and how to work fairly with smallholders.
A printable one-page version of the checklist from 'How I Evaluate an Investment Opportunity', with the questions I ask under each heading.
