George Rzepecki – Investing in Africa - [Invest Like the Best, EP.146
Invest Like the Best with Patrick O'Shaughnessy - Un pódcast de Colossus | Investing & Business Podcasts - Martes
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My guest this week is George Rzepecki, the found and managing partner Raba, an Africa focused investment firm. George is making investments across Africa in early-stage companies. Africa represents a fascinating opportunity: a huge and diverse population and enormous room for per capita GDP growth. We cover all aspects of investing in the continent, including unique potential rewards and risks. Please enjoy our conversation. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Show Notes 1:18 – (first question) – Interest in emerging markets and the tech landscape in Africa 4:57 – Similarities across all of the different metro markets across Africa 8:05 – Why has the continent lagged behind the rest of the world 10:49 – What is the history and landscape of capital in the African continent 13:32 – The market opportunity given the demographics 15:44 – US investment/involvement in Africa 18:06 – Kinds of companies that he likes to invest in 23:26 – Initiatives and investments that could help lift the population out of poverty: finance 29:33 – The public marketplace landscape in Africa 31:49 – Capacity on the private side 34:24 – How the valuation of deals compares to other markets 36:13 – Unique risks in the investments they are making 38:28 – Most exciting trends or changes he is seeing 40:22 – The professional investor environment 43:25 – How to learn more and get involved 43:49 – China Africa Research Initiative 44:17 – China Africa Project 44:38 – Factfulness: Ten Reasons We're Wrong About the World--and Why Things Are Better Than You Think Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag