Author
Olumide Olusegun
Founder & Managing Director, Splitbox Limited
Olumide Olusegun is the Founder and Managing Director of Splitbox Limited, a privately held investment and asset holding group operating across Nigeria and South Africa. He writes Splitbox Journal, the firm's editorial platform on capital, real estate, and African markets.
His writing focuses on second-order consequences — not what happened, but what sophisticated investors will do because it happened. Every post is written from the perspective of an operator holding real positions in two markets.
For full biography, investment philosophy, and background, visit the founder page.

Articles
92
Categories
12
Perspectives
—
Founded
Splitbox Journal
Latest writing
- 11 Oct 2026· Capital Allocation· Nigeria1 minPricing the Transition to Public MaturityThe transition from venture subsidies to public market discipline
- 11 Oct 2026· Capital Allocation· Nigeria1 minThe high cost of a Goldilocks pivotThe tension between monetary easing and currency floors
- 9 Oct 2026· Capital Allocation· Commercial Property1 minNominal adjustments and the filter for durationCosmetic accounting and the institutional filter in Nigerian banking
- 9 Oct 2026· Capital Allocation· Commercial Property1 minNominal price acts as a filter for durationInstitutional gatekeeping through price structure
- 5 Oct 2026· Capital Allocation· Nigeria1 minThe Three Dollar LitreThe Landlocked Premium and the end of regional energy arbitrage
- 4 Oct 2026· Infrastructure· Capital Allocation1 minInstitutional Stability and the Death of PaperInstitutional memory vs the digital imperative in human capital validation
- 2 Oct 2026· Capital Allocation· Real Estate1 minInstitutional Underwriting in the Leisure EconomyTourism as a private utility play in Nigeria
- 1 Oct 2026· Capital Allocation· Nigeria1 minA vote of confidence or a search for an exitDistributing the weight of a sovereign liquidity experiment
- 28 Sept 2026· Law & Regulation· Capital Allocation1 minA Structural Ceiling for the Banking BellwetherInterpreting the margin squeeze in Nigerian banking bellwethers
- 27 Sept 2026· Strategy· Capital Allocation1 minReform Velocity and the Physical SeatThe administrative friction of executive distance
- 26 Sept 2026· Capital Allocation· Real Estate1 minMapping the Liquidity EnclosureNavigating the Liquidity Enclosure of Sovereign Domestic Debt
- 26 Sept 2026· Capital Allocation· Real Estate1 minA New Frontier for Credit Absorptive CapacityBeyond commoditized payment rails into accessibility architecture
- 26 Sept 2026· Macro & Economics· Capital Allocation1 minA record high or a liquidity enclosureThe vulnerability of record highs in a shallow market
- 24 Sept 2026· Capital Allocation· Nigeria1 minEnergy Security is a Geographic HedgeGeographic hedges against the fragility of maritime transit
- 22 Sept 2026· Capital Allocation· Real Estate1 minA Re-rating Cycle Under Structural FrictionValuing assets when the hurdle rate shifts but the risk remains
- 21 Sept 2026· Capital Allocation· Real Estate1 minPricing the Governance Drift of Presidential AbsenceInstitutional signaling and the cost of governance drift
- 19 Sept 2026· Capital Allocation· Nigeria1 minPricing the industrial maturity cycleUnderstanding the industrial cycle vs equity performance
- 17 Sept 2026· Private Markets· Capital Allocation1 minRepair as an economic end stateAssessing the intended economic end-state of state refining assets
- 16 Sept 2026· Strategy· Nigeria1 minA permanent floor for operational costsWage awards and the permanent reset of labor costs
- 15 Sept 2026· Macro & Economics· Capital Allocation1 minThe Myth of the Refinery DividendSmuggling as price discovery
Topics
Capital AllocationNigeriaCommercial PropertyGovernanceInterest RatesInfrastructureReal EstateHospitalityMigrationPrivate EquityLaw & RegulationStrategy