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Show Notes

(00:02:24) - An overview of MTN Group today

(00:04:13) - Contextualizing the scale and trajectory of the business vis-à-vis

its strong African demographic

(00:05:52) - MTN Group’s unique position in the value chain

(00:10:37) - The origin and the evolution of MTN Group

(00:13:19) - The business’ current and future revenue models and how they differ domestically and internationally

(00:15:52) - Comparing ARPU in North America and Africa

(00:18:03) - His take on why the international fintech market is developing as rapidly as it is

(00:22:48) - Understanding use cases for MTN Group’s mobile money products

(00:27:57) - The low market share held by credit card companies in Africa, and the opportunity it represents for MTN Group

(00:29:07) - Regional differences, local competition, and the overall market structure

(00:30:42) - The architects, visionaries, and capital allocators behind MTN Group

(00:34:33) - What structural separation means for a business like MTN Group

(00:36:31) - Measuring the size and scale of the business

(00:38:53) - Investing in emerging markets

(00:42:59) - The importance of location in a mobile fintech company listing

(00:45:09) - Risks and challenges facing MTN Group

(00:49:53) - How African mobile and fintech markets fared during COVID

(00:51:23) - Framing the business’ current and future picture of profitability

(00:56:23) - Lessons learned in studying the story of MTN Group