What I learned this week from my trip to Dar es Salaam Port

Right now, there is a huge imbalance in trade flows between Africa and other parts of the world
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What I learned this week from  my trip to Dar es Salaam Port

Twiga Cement on track for another record year in 2021 — yields 12%+

2020 was an excellent year for Twiga despite the global pandemic throwing sand in the gears of economies in much of the world.
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Twiga Cement on track for  another record year in 2021 — yields 12%+

NMB Bank Tanzania — A high-quality growth stock you can buy at a deep value price…

NMBs earnings grew 31% in the first quarter, but the stock trades at just 3.3x projected earnings, and on a 10.8% indicative dividend yield – needless to say, I’ve been buying. A lot. It’s now African Lions Fund’s biggest holding.
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NMB Bank Tanzania — A high-quality growth stock you can buy at a deep value price…

How are you travelling during this covid-19 pandemic?

I just flew to Dubai from Dar es Salaam last week with my wife and two young kids in tow. The busiest airport in the world seems to be regaining some of the 70% drop in passenger numbers it suffered last year.
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How are you travelling during this covid-19 pandemic?

Straight facts on Tanzania for investors

Tanzanian President John Magufuli, after not having been seen in public since February 27, has died. As I relayed in my African Lions Fund Telegram Channel, here on the ground in Tanzania, we had been fearing this unsettling news for quite some time.
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Straight facts on Tanzania for investors
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"The secret to happiness is having something to do, someone to love,
and something to look forward to.” --Rita Mae Brown
Good rules to live by.  Grateful to have all three.

Who is Tim Staermose, the Global Value Hunter?

This is me in Dar es Salaam, in front of Ocean Road Hospital (today a Cancer hospital) where I was born.

I’m a full-time investor and investment writer.  I grew up all over the world, in Tanzania, Denmark, Egypt, Singapore and Australia – where I completed my higher education.  I have an unorthodox background.  And it shapes my approach to investing and life.

My readers appreciate this, and often comment that I bring them a valuable alternative perspective they can’t get anywhere else. Read more…

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