Intrinsic Equity

17/05/2026

Did you know Vodacom Group earns more revenue per user in Kenya than in South Africa. And Libya only pay $0.03 for 1 litre of gasoline. Read about this and more interesting stuff in today's weekly newsletter. Don't forget to subscribe
https://open.substack.com/pub/intrinsicequity/p/vodacoms-rising-arpu-sonatrachs-billion?utm_source=share&utm_medium=android&r=4cwaqz

29/04/2026

Interested to know what's going on in other African Portuguese speaking countries? Follow the link
https://open.substack.com/pub/intrinsicequity/p/exportacoes-expectativas-pressao?utm_source=share&utm_medium=android&r=4cwaqz

21/04/2026

🚨 NEWSLETTER IS OUT! 🚨

The team cooked in this edition. Check it out 🙌. Here are some of the infographics you'll find in the newsletter
https://open.substack.com/pub/intrinsicequity/p/boardroom-battles-brewery-wins-airline?utm_source=share&utm_medium=android&r=4cwaqz.

14/04/2026

O newsletter de hoje já está disponível (versão em português)! Não se esqueça de subscrever e partilhar. https://open.substack.com/pub/intrinsicequity/p/a-cfm-movimenta-mais-mas-ganha-menos?utm_source=share&utm_medium=android&r=4cwaqz.

Alguns dos infográficos da edição de hoje 👇

26/03/2026

Here are some of the infographics from yesterday's newsletter. Take a look
https://open.substack.com/pub/intrinsicequity/p/bitter-beans-concrete-gains-a-stagnant?utm_source=share&utm_medium=android&r=4cwaqz

24/03/2026

Hi fam! Apologies over not posting content over the past 3 weeks. We have been secretly A/B testing how to deliver our content and I think we've found the formula! Tomorrow 18h [25/03/2026] newsletter is out. Check my stories on what to expect

24/02/2026

Our first equity report of 2026 is now live. We sincerely apologize for the delay; we encountered an unexpected data recovery issue over the weekend that pushed back our original Sunday release. Thank you for your patience.

s3://substack-content/post/188500542/2026-02-24T10-57-32-050Z/263527019/bb3b2a4be75a092643692c352b54d2993e9beae8

24/02/2026

17/02/2026

WEEKLY NEWSLETTER IS OUT! Do not forget to subscribe and share 👍🤞

https://open.substack.com/pub/intrinsicequity/p/the-rand-20-zambia-sugars-sweet-run?utm_source=share&utm_medium=android&r=4cwaqz

12/02/2026

12/02/2026

10/02/2026

A NEWSLETTER EM PORTUGUÊS JÁ ESTÁ NO AR! LEMBREM-SE, ESTA FOCA-SE APENAS NO QUE ESTÁ A ACONTECER NO NOSSO QUERIDO PAÍS (😂). NÃO SE ESQUEÇAM DE SUBSCREVER E PARTILHAR!

https://open.substack.com/pub/intrinsicequity/p/pratos-vazios-gas-na-rocha-bci-na?utm_source=share&utm_medium=android&r=4cwaqz

AQUI ESTÃO ALGUNS DOS INFOGRÁFICOS DA EDIÇÃO DE HOJE.