Judah MD

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Judah MD

Judah MD

@ThatJuDaH

Budding Investor || Medical Doctor || Arsenal Fan

Nigeria 가입일 Nisan 2024
372 팔로잉348 팔로워
고정된 트윗
Judah MD
Judah MD@ThatJuDaH·
This is a N100M portfolio by @compoundinnaira. She (someone said she is a she, Chief, if I got it wrong I apologise 🙏) said she never invested N1m at once in her 6 years plus investment journey on the NGX. Just consistent contributions to solid companies providing solid solutions. This year she received dividends from GTCO alone worth about 1.4m. But she didn't get there immediately. It was built over time. You don't have to save crazy money to invest. Build your emergency fund and start investing gradually. Over the years you will not recognise where you have come from. We keep learning, we keep growing!
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Judah MD
Judah MD@ThatJuDaH·
Those that want to learn shoukd bookmark this tweet. You can always come back to it later
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Judah MD
Judah MD@ThatJuDaH·
Good morning legends! 👋 Question to my bosses in this space: How did you learn to analyse companies? Reading balance sheets, spotting undervalued strong businesses with solid returns? Please help me with 1–3 actionable steps to level up my analysis game. I’ll be taking notes attentively in the comments 🙏 #ValueInvesting
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Judah MD
Judah MD@ThatJuDaH·
This is a N100M portfolio by @compoundinnaira. She (someone said she is a she, Chief, if I got it wrong I apologise 🙏) said she never invested N1m at once in her 6 years plus investment journey on the NGX. Just consistent contributions to solid companies providing solid solutions. This year she received dividends from GTCO alone worth about 1.4m. But she didn't get there immediately. It was built over time. You don't have to save crazy money to invest. Build your emergency fund and start investing gradually. Over the years you will not recognise where you have come from. We keep learning, we keep growing!
Judah MD tweet media
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DrBeRich
DrBeRich@stethandstocks·
@iamtennygee @ThatJuDaH On NGX sometimes waiting patiently can lead to unrecoverable loss in time value of money.
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Judah MD
Judah MD@ThatJuDaH·
My take from this is buy very good companies and you will be fine long term. If you had to focus on only three companies, what are you three best ideas guys? Let's compare notes in the comment section
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Toby@TomolaGroup

Is the Nigerian stock market overpriced? Let’s talk about it. The market P/E ratio right now is 13.9x. The 3 year average is 9.4x. That means we’re trading about 48% above historical norms. Year to date, the market is up 55.69%. The ASI has risen over 740% since 2015 but company earnings didn’t grow anywhere close to that. So what’s driving this? Banks posted massive profits from FX revaluation when naira crashed. That money was a one time event, not real business growth. Then PenCom raised pension fund equity limits in February 2026, potentially unlocking N1.6 trillion for stocks. More money chasing the same stocks means higher prices, not better companies. What does this mean for you? The era of “buy anything on NGX and win” is done. From here, returns depend on actual company performance. You’re no longer buying at a discount. You’re paying fair to full value. Not saying don’t invest. Saying be selective. Focus on companies with real earnings growth and solid fundamentals. When prices rise faster than profits, be careful. That’s not pessimism. That’s math.

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MMXM TITAN
MMXM TITAN@MMXM_TITAN·
@ThatJuDaH Start with NGX → Confirm official price & announcements. Read Company Reports → For fundamentals. Check Nairametrics/Proshare → For quick context and news. Use Investing.com → For charts and ratios. Cross-check with Broker Research → For final opinion.
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MMXM TITAN
MMXM TITAN@MMXM_TITAN·
@ThatJuDaH 2 valuation and metrics PE ratio Price to book PEG ratio 3 RISK factor Economic and political risk Company specific risk Your personal risk tolerance
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Judah MD
Judah MD@ThatJuDaH·
@MMXM_TITAN Now you are talking. I usually see price to book, but I rarely see PEG ratio on most places I go for analysis
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Judah MD
Judah MD@ThatJuDaH·
@MMXM_TITAN How do you know if the valuation is reasonable?
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MMXM TITAN
MMXM TITAN@MMXM_TITAN·
@ThatJuDaH Quick Checklist Before Buying: Strong & growing earnings? Reasonable valuation? Positive industry Good liquidity? Aligns with my risk tolerance & timeline?
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MMXM TITAN
MMXM TITAN@MMXM_TITAN·
@ThatJuDaH With the experience I have and research I've been doing as a smart investors you want to look at the company fundamentals Earnings and profitability Debt level, cash flow, dividend history
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Judah MD
Judah MD@ThatJuDaH·
@MMXM_TITAN Thanks. This doesn't really help me evaluate the companies tho
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MMXM TITAN
MMXM TITAN@MMXM_TITAN·
@ThatJuDaH 4 Your Investment Goals & Strategy Short-term trading vs long-term holding? Growth stocks (higher risk/reward) vs dividend/value stocks. Diversification — Don’t put everything in one stock or sector.
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Judah MD
Judah MD@ThatJuDaH·
@McDhrey Yeah, I think I am getting more and more acquainted with them
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Dhrey of LAGOs
Dhrey of LAGOs@McDhrey·
@ThatJuDaH So apparently you'd need to get acquainted with some Terminologies in finance, Business/Accounting. If you've had a background in Accounting or finance, it makes it easier. For me I read a lot of things that's why I'm able to understand certain things related to investing
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Dhrey of LAGOs
Dhrey of LAGOs@McDhrey·
@ThatJuDaH Also, taking short finance courses, Reading Business Books, Having mentors in this particular sphere can also help to a very large extent. A person would get a level of guidance to a very large extent
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Judah MD
Judah MD@ThatJuDaH·
@mountstilldey Wow. Peak concentration. You don't have to own all the companies
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mount
mount@mountstilldey·
@ThatJuDaH I have only MTN, GTCO and Custodian. Brother the gain is beyond my expectations, started investing in August and all I can say is God is good
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Blaize
Blaize@Rxblaize·
Someone will follow you, then you follow back, and they go ahead to unfollow you at night. What kind loser behavior is that?😒
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GB
GB@Jerubbesheth_·
Your occupation and source of income are two different things... Abeg wetin dey give una money? Last week, I was surprised by what big boys and big girls are doing on NGX😄
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탐색

@Hairygoddess0 @compoundinnaira @stethandstocks @iamtennygee @MMXM_TITAN @elonmusk @BarackObama @taylorswift13