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The Market Woman’s Balance Sheet
How two decades of an informal trader’s cash flow becomes something institutional capital can price
Aug 29
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Lumi Mustapha
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OVERINSURED
When the record deal costs more than the risk it protects
Aug 22
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Lumi Mustapha
1
Own the Refinery
Africa’s AI Opportunity May Be in the Inputs
Aug 15
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Lumi Mustapha
1
Buying the Machine, Not the Catalogue
Most African music catalogues already have a distributor or label-services firm sitting on the revenue
Aug 8
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Lumi Mustapha
The Certainty Tax
PenCom loosened the mandate. N31 trillion in pension money still hasn’t moved
Aug 1
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Lumi Mustapha
1
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AI Can Win. Its Investors Can Still Lose
Kimi K3 is evidence the AI capex bet has a pricing problem, and the fallout reaches African fund closes before it reaches Wall Street headlines
Jul 25
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Lumi Mustapha
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Iya Bose Was Already The Underwriter
The real innovation wasn’t the app. It was the balance sheet
Jul 18
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Lumi Mustapha
The Annuity and the Startup
Hipgnosis paid a $690 million tuition bill for confusing the two. African allocators are about to sit the same exam
Jul 11
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Lumi Mustapha
2
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The L.U.M.I. Brief
Strategic intelligence for fund managers, founders, and operators in African and frontier markets. Capital. Structure. Power
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