Erick Mokaya stops by The Business Brew to chat with Bill about what they have learned as investors. Erick has an inspiring story of dedication, drive, and learning. He describes himself as a Kenyan living in Sweden, who has a passion for financial markets. He is a regular contributor on Seeking Alpha and also the Lead Author the Transcript, a weekly capital markets newsletter that summarizes earnings calls. He invests in US and Nordic equities and, on a small scale, in small businesses in Kenya.
He was fun to speak with and we hope you enjoy the discussion. You can find Erick's blog at https://themokaya.com/ and follow him on twitter at @ekmokaya.
This episode is brought to you by Bastiat Partners, a boutique investment banking firm. See https://bastiatpartners.com/. Detailed show notes below.
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Album art photo taken by Mike Ando. Please see https://www.mikeando.com
Thank you to @mathewpassy (on Twitter) for the show production.
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Detailed Show Notes
2:53 - Erick’s background
4:59 - Seeing people struggle
8:45 - Being self driven
12:25 - Having people’s support
15:02 - Erik’s intro to investing
18:26 - Value investing
25:20 - The value of growth (Apple)
29:26 - Cash flows & management
33:10 - Networking via Twitter
38:36 - Learning from Patrick O'Shaughnessy & Chris Bloomstran
41:13 - Adding value to a community
44:35 - Erick’s newsletter
48:28- Restoration Hardware
58:47 - Holding through volatility
1:02:08 - Managing emotion
1:03:49 - Learning every day
1:08:15 - Twitter’s potential
1:14:19 - African Markets
1:17:01 - Activism
1:21:02 - Takeaways from Michael Mauboussin