92. Another look at the Brewers: A chat with Mr Damilare Asimiyu

<p>As a sequel to episode 69, we chat with Mr Damilare Asimiyu (Head, Investment Research, Afrinvest West Africa) once again about the changing landscape in the brewing industry.</p> <p>He passionately describes an investment thesis that showcases both the vast opportunities and the headwinds facing the industry at present.</p> <p>We also discuss how 2022 was a breakout year for the brewers and how 2023 has proven to be a different kettle of fish. He also advices the retail investors on how to strategically profit from the brewers in this season.</p> --- Send in a voice message: https://podcasters.spotify.com/pod/show/value-nigeria/message