I work across capital markets, corporate finance, and strategic advisory, helping companies and investors close the gap between what a business is actually worth and how the market perceives it. Author of two books on capital markets and decision making.
Two books on capital markets, valuation, and the forces that shape decision making.
Notes on capital markets, corporate finance, and second order effects.
A $16 Billion Investment Cannot Be a Secret: The Kenyan President Says the Dangote Agreement Stays Private. Markets Should Price That.Kenya should welcome transformative foreign investment. But…
For most of the past two decades, capital markets have rewarded a particular kind of enterprise: one with minimal physical infrastructure, high margins, and the capacity…
Why global investor appetite for Africa rarely turns into an actual allocationThe Appetite Is RealEvery investor conversation about Africa starts the same way. There is appetite. There…
