Kenya

3 statements across 2 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Feb 21, 2022 by Josh Wolfe · said 22 times in 9 episodes since 2018 · across every show →

Mentions by year

brought up most by Colin Smith (10), Thomas Haugaard (3), Josh Wolfe (2), Manny Friedman (1), Larry Siegel (1), Henri-Pierre Jacques (1), Farouk Miah (1), Fabrice Grinda (1)

tap a year for its mentions
0082153201820192020202120222023episodesmentions
023201820192020202120222023episodes it came up in
002.51.553201820192020202120222023episodesmentions per episode
2023 4 mentions in 2 episodes 2 per episode
2022 14 mentions in 3 episodes 5 per episode
2021 1 mention in 1 episode
2020 1 mention in 1 episode
2019 1 mention in 1 episode
2018 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Kenya, oldest first

Feb 21, 2022 bullish
Assertion Not checkable as stated
Wolfe: Tech veterans from Stripe and Google are returning to Africa
“You have people that were born and raised in Nigeria and Ghana and Kenya who have gone to Silicon Valley and trained at Stripe and Google and Facebook and Amazon and are coming back, and they're coming back Sent to millionaires. They've made hundreds of millio…”
Josh Wolfe Feb 21, 2022 ▶ 1:02:07 Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
Nov 7, 2022 neutral
Assertion Supported
Miah: South African equities are institutional, while North and East Africa are family-owned
“So South Africa would be a more typical US or UK style shareholder list. So often the pension funds are the largest, the big asset management firms are also in the top three, top five, top seven. It's a very institutional heavy shareholder list. Whereas when y…”
Farouk Miah Nov 7, 2022 ▶ 48:59 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
Nov 7, 2022 positive
Assertion Contradicted
Smith: Kenya's Equity Group compounded dollar EPS at 20% annually for 20 years
“It started as a listed entity around 20 years ago, and since then it has grown its dollar EPS by over 20% per annum.”
Colin Smith Nov 7, 2022 ▶ 14:57 Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
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