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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
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The Certainty Tax
PenCom loosened the mandate. N31 trillion in pension money still hasn’t moved
Aug 1
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Lumi Mustapha
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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
1
The Partnership That Died Without a Funeral
Why the cheap deal and the expensive one failed for the same reason
Jul 4
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Lumi Mustapha
1
The Flutterwave Round That Wasn’t Tested
What $3.2 billion doesn’t tell you
Jun 20
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Lumi Mustapha
3
1
THE ARTIST HAS BECOME THE PLATFORM
What Drake’s triple-album moment reveals about music IP, capital, and ownership — and what African investors should be asking right now
Jun 13
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Lumi Mustapha
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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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