Independent thinking. Practical finance.

Make sense of money.
Put the research
to work.

Explore the businesses, markets, and financial decisions that shape life in Kenya and beyond. Follow the evidence. Try the numbers. Build your own perspective.

11 research series41 articles28 workbooks
THE SOKOINTEL FIELD NOTES / 001
RESEARCH → PRACTICE ↗

A better question.
A clearer decision.

01 QUESTION02 EVIDENCE03 EXPLORE
THE WORKING IDEA

Good research becomes useful
when you can work with it.

KENYA IN FOCUS. A WIDER VIEW.

Dated research snapshot · Source: Kingdom Securities · Prices and source notes

Built around real questionsSources you can followCalculations you can inspectRoom to explore

CHOOSE YOUR STARTING POINT

Find your way into the research.

Browse all articles ↗
014 PART SERIES ↗

Kenyan tax & household finance

Build a working plan for your payslip, pension, healthcare, and home.

PAYE · Pensions · Housing
023 PART SERIES ↗

What startup funding figures actually measure

Read Kenya's startup funding totals through comparable denominators, financing instruments and dated company outcomes.

Startup funding · Debt and equity · Reporting vectors · Outcomes
035 PART SERIES ↗

Owner earnings for MSMEs and small businesses

Measure the cash a business earns, protect its operating capacity and make practical decisions about owner pay, borrowing, growth and succession.

Owner earnings · Working capital · MSMEs · Succession
043 PART SERIES ↗

Failure Retrospectives and Warning Systems

Test which cash, funding, governance and counterparty warnings were knowable before distress, while keeping legal records and illustrative models distinct.

Retrospectives · Cash conversion · Governance · Funding runway
055 PART SERIES ↗

Owner earnings and listed-company valuation

Reconstruct earning power from public filings and compare US and NSE companies through their distinct capital, asset and sector economics.

Valuation · SEC filings · NSE · Asset profiles
061 PART SERIES ↗

Leadership and governance

Build resilient enterprises through practical governance, continuity and stewardship.

Governance · Continuity · Succession · Organisational resilience
072 PART SERIES ↗

African markets & business credit

Follow the money from regional infrastructure to the business next door.

Infrastructure · Banking · SME lending
082 PART SERIES ↗

NSE dividend growth and watchlist

Build a dividend-growth core, stage the capital, and keep the next opportunity in view.

Dividends · DCA · Watchlists · Portfolio construction
094 PART SERIES ↗

Kenyan equities & company analysis

Read the business, test its value, and build a portfolio with a purpose.

Dividends · Valuation · Portfolios
0103 PART SERIES ↗

International investing & diaspora finance

Connect global investments with the places you live, earn, and send money.

ETFs · Tax residence · Remittances
0119 PART SERIES ↗

US markets and portfolio construction

Build a US-market portfolio policy from benchmark and wrapper to implementation, risk budget and long-term review.

US ETFs, portfolio architecture, household implementation, risk governance, cross-border ownership

IN FOCUS / KENYAN EQUITIES

Before you buy the share,
understand the business.

Start with dividends and Treasury bills. Move through financial statements and valuation. Then bring the pieces together in a portfolio you can explain.

Start the four-part series ↗
01

Find the income

Dividends & Treasury bills
02

Read the business

Statements & valuation
03

Build the portfolio

Allocation & concentration
04

Test the journey

Compounding & scenarios

GO FROM READING TO DOING

A working library for curious minds.

THE SOKOINTEL LETTER

One useful question
in your inbox.

Choose a research path. Get practical reading notes, worked examples, and membership launch updates.