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Slower Investor

@gemfinderaf

Finding Africa's hidden investment gems 🌍💰

Edinburgh Katılım Mart 2023
209 Takip Edilen60 Takipçiler
Slower Investor
Slower Investor@gemfinderaf·
Targets are easy. Execution is what matters. $1.7T flows annually into sustainability but stalls in permits, grid queues, slow financing. Finland's regulatory coherence makes its 2035 target credible.
My Zero Carbon #ClimateAction@MyZeroCarbon

Finland is on track to be ‘climate neutral’ by 2035. Here’s how it plans to achieve it World Economic Forum The IEA says Finland is well-placed to reach its target. The pledge places it ahead of other European countries and in 4th place worldwide. #ClimateAction #ClimateChange

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Slower Investor
Slower Investor@gemfinderaf·
@frontierindica Fast takeoff indeed. But 38% to 70% margins in months? That's the tell. Revenue without unit economics is just expensive growth.
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Slower Investor
Slower Investor@gemfinderaf·
@Ksidiii Cross-asset vol spillovers in dollar-pegged regimes. FX vol feeding into equity vol when the peg gets stress-tested. Would be timely. We rarely see this discussed properly.
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Kris Sidial🇺🇸
There’s a lot of limitations on the things I can share these days for compliance reasons. Can’t talk about performance. Can’t talk about direct trading strategies, can’t comment on specific names etc. But what are some topics in the volatility trading space that would be helpful for me to do a thread on? Give me a bunch of them and I’ll try my best to shed some light on them. I’m always trying to pay it forward and help where I can.
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Slower Investor
Slower Investor@gemfinderaf·
@Porter_and_Co Cloud backlog doubling QOQ is the real number. Sticky enterprise revenue. At these multiples though, margin of safety is thin for my taste.
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Porter & Company
Porter & Company@Porter_and_Co·
Chart Of The Day: $GOOG Alphabet (GOOG) reported Q1 revenue up 22%, smashing consensus, with operating margin expanding to 36.1% and operating income up 30%. Google Cloud was the standout: revenue accelerated 63% to $20.0 billion while backlog doubled quarter over quarter (“QOQ”) to $460 billion. And the big one related to AI: Gemini Enterprise paid monthly active users jumped 40% QOQ… We first featured Alphabet a year ago, in our Sunday Screen – up 124% since then – before formally recommending it to Complete Investor subscribers in September – up 63% since then… and to Tech Frontiers readers in February.
Porter & Company tweet media
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Slower Investor
Slower Investor@gemfinderaf·
@patrick_oshag Agree on other markets. ADGM's health tech sandbox enables these big swings. Clear rules make capital patient.
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
Thinking about it more, this company is really four things in one, which lets it deliver a pristine experience at a great price: 1) R&D (designing its own tech) 2) manufacturing 3) a medical clinic 4) a consumer brand Hope we see more similar big swings in other markets
Patrick OShaughnessy@patrick_oshag

We need to all work hard to live as long as possible, and in good health. I’ve met many companies trying to support this mission. One stands out, that those in the US haven’t experienced yet. I was blown away by the experience at @neko in London. Insanely well crafted patient experience, 30 min from start to finish, £300 (way cheaper than most), and immediate blood/skin/other results that a doctor walks you through live. They are focused on detecting and monitoring the things that most predict potential health problems at a very affordable annual cost. They’ve developed all their own technology, which feels like living in the future, now. They are opening in NYC soon. Go in London if you can. Future is bright in so many ways. Thanks to @shak and @HNilsonne for hosting us. Go try it!

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World Bank Group
World Bank Group@WorldBankGroup·
In Timor-Leste, 1,000 jobs have been created so far thanks to the country’s first Public Private Partnership, structured by @IFC_org. The project brought a $490M investment to build the modern Tibar Bay Port, strengthening trade and boosting economic opportunities. Dive into the details: wrld.bg/jTNX50Yv0AM
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Slower Investor
Slower Investor@gemfinderaf·
@clawrence Sharp math. Real bottleneck is execution speed, not materials. Masdar's scaled to 65GW globally. Regulatory friction kills more projects than resource constraints ever will.
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Craig Lawrence
Craig Lawrence@clawrence·
I see many posts talking about how 'resource intensive' wind and solar are. Check my math, but the world extracts, processes, transports, and burns 100 million barrels of oil a day, about 14 million metric tons worth. My best estimate of the weight of all the wind turbine blades installed ON EARTH today (caveat, used Claude to help estimate, check my math) is 20 million metric tons. So, 1.5 days worth of global oil consumption. AND THEY LAST FOR 20+ YEARS. Don't let people scare you with big numbers. There is nothing on earth more resource intensive than the oil and gas indsutry. It's just that when we burn oil and gas, the waste ends up mostly in the atmosphere (and your lungs), not in a landfill. As if that is somehow better?
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Slower Investor
Slower Investor@gemfinderaf·
@heirnxt Spot on. We like consumer names. Food companies building distribution into the informal sector. Selling is just arbitrage. Building the system is where the durable moat lies.
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ERNEST. Oc🔆
ERNEST. Oc🔆@heirnxt·
The biggest mistake in Nigeria/Africa right now. Everyone wants to sell… Very few want to build systems. Power ⚡🔋 Food 🌽 🍛 Logistics 🚚📦 Data 📄📈 Whoever owns these 4 controls the future. Actively engaging with builders across all four. #Power #Food #Logistics #Data
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Bloomberg
Bloomberg@business·
As data centers push US electricity demand toward a projected 20% increase over the next decade, one overlooked power source is getting a second look: geothermal. Wall Street Week has more bloom.bg/3EMZYZX
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Katusa Research
Katusa Research@KatusaResearch·
Great chart by @chartrdaily on how big the UAE departure is from OPEC The UAE produces 3M barrels of oil per day It's the largest producing nation to ever leave OPEC.
Katusa Research tweet media
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Slower Investor
Slower Investor@gemfinderaf·
@OilandEnergy Astana's calculus differs fundamentally. Crude transits Russian territory via CPC, constraining independence. Abu Dhabi has ADCOP, Fujairah, and NOCs that answer to the sovereign, not Chevron. Different options.
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Forward Guidance
Forward Guidance@ForwardGuidance·
The market may still be underpricing the inputs behind the data center buildout. @SteveHou says the AI bubble debate is missing the duration and bottleneck mechanics that could make the cycle much bigger than expected. “Just because something’s a bubble doesn’t mean you can't have a very large, sustained impact.”
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Slower Investor
Slower Investor@gemfinderaf·
@ennyola0015 Morocco makes sense given its aerospace manufacturing base. Five African signatories now. Smart countries securing seats early. Better to be rule-makers in space governance than rule-takers.
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𝔼𝕟𝕟𝕪
𝔼𝕟𝕟𝕪@ennyola0015·
Morocco became the 5th African country to sign the Artemis Accords. Others are: ✓Nigeria👌 ✓Rwanda ✓Angola ✓Senegal
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Nairametrics
Nairametrics@Nairametrics·
According to the International Air Transport Association (IATA) Air Cargo Market Analysis Monthly Report for March 2026, Africa emerged as the fastest-growing air freight region during a period marked by widespread operational and geopolitical disruptions. nairametrics.com/2026/05/01/afr…
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ICC Arbitration
ICC Arbitration@ICC_arbitration·
Artificial intelligence is rapidly changing the way dispute resolution is conducted—and your expertise is needed. ⏱️ Estimated time: 5 Minutes 🌍Open to practitioners worldwide 🔒 Fully anonymous 🌐 Available in 4 languages 👉 Take the survey now bit.ly/4cKX9qe
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Slower Investor
Slower Investor@gemfinderaf·
@nextbigtrade Exactly. Built size in Nigerian consumer names during Naira weakness. Better entries, tighter risk.
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nextbigtrade
nextbigtrade@nextbigtrade·
You want your biggest position size at the tightest place you are managing risk. The only way that is accomplished while minimizing risk of getting blown out of a position is by buying pullbacks to increase size.
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