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Quickmart IPO: A Good Business, but What Are Investors Buying?
Quickmart’s planned NSE listing offers investors exposure to Kenya’s second-largest modern grocery retailer, with strong revenue growth, an asset-light model, a powerful loyalty platform and an ambitious expansion strategy. But with the IPO being a partial shareholder exit and the offer price yet to be disclosed, the central question is whether investors are paying the right price for the company’s growth, cash generation and dividend potential.
6 days ago4 min read


The NSE’s New Banking ETF: What Kenyan Retail Investors Need to Know Before It Launches
Kenya’s first locally domiciled ETF is finally here—but is it right for your portfolio? This excerpt breaks down how the WSA Banking ETF works, the banks it tracks, and the potential gains and pitfalls for retail investors. From diversification and tax perks to sector concentration risks, here’s what you need to know before the NSE listing goes live.
Aug 275 min read


Monopolies, Moats and Bottlenecks: Where Kenya’s Best Long-Term Investments May Be Hiding
Kenya’s best long-term investments may be hiding in companies with durable economic moats, scarce resources, pricing power, or control of critical supply-chain bottlenecks. This article examines when monopoly-like advantages translate into superior shareholder returns—and when valuation, regulation, or disruption can turn a great business into a poor investment.
Aug 1911 min read
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