Posted by: Martin | July 26, 2012

Investment Case in One Graph

The Cellphone Indicator

Here are vodafone’s revenue growth numbers from their latest quarterly presentation:

Hard to make a better case to invest in emerging markets and Africa. If people can afford to spend more on communications it should be a pretty positive sign for the economy as a whole. Vodafone isn’t present in the Ivory Coast, but well in neighbouring booming Ghana.  Vodacom is present in several countries in southern Africa, but the bulk of it is in South Africa.


Responses

  1. Tjena har du slutat skriva på din blogg? var rätt kul å följa dig i Abidjan.
    Ska själv åka dit till december, så skulle va kul ifall du kunde posta lite nytt så man blir uppdaterat om hur det är där nere.

    mvh Jean-Jacques

  2. Hello,
    I hope you’re doing fine. Didn’t see any post since almost 3.5 months. Just checking on you to see if everything was Ok on your side. Keep up the good work! Will be leaving Amsterdam this weekend to be in Abidjan next week (for just the week) and then returning to Amsterdam. Hopefully we can catch up soon if you like.

    take care.
    Best,
    Marc
    http://www.facebook.com/MAKIT01

  3. This is a topic that is near to my heart… Best wishes!
    Where are your contact details though?

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