Farouk Miah

3 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Nov 7, 2022 by Farouk Miah · across every show →

On the record as a speaker too: Farouk Miah's record, appearances and statements → this page counts the times other people say the name.

Everything said about Farouk Miah, oldest first

Nov 7, 2022 negative
Assertion Not checkable as stated
Miah: Africa offers very few asset-light SaaS investment opportunities
“We don't have many opportunities like that in, in Africa.”
Farouk Miah Nov 7, 2022 ▶ 1:06:45 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Nov 7, 2022 bullish
Assertion Partly supported
Miah: Private equity firms are taking African public companies private at 4x earnings
“We've seen private equity firms coming to the public markets, and Picking off the best jewels, which are trading at four times P, five times P and taking them private. So we have seen that materialize over the last few years in Africa.”
Farouk Miah Nov 7, 2022 ▶ 22:00 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Nov 7, 2022 bullish
Assertion Not checkable as stated
Miah: African public equities trade at 8x earnings while privates cost 8x sales
“So the valuations PE, you're paying eight times. On the private side, you're paying price to sales eight times for the similar exposure.”
Farouk Miah Nov 7, 2022 ▶ 19:37 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
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