Unilever Nigeria is currently trading at ₦77.00.

While the Horsemen take the headlines, this stock has quietly climbed 95% in the last 12 months. We are witnessing a total re-rating of a consumer icon. 🧵👇
#NGX The Business Story: The Pivot

In 2023, Unilever walked away from Home Care (Omo) and Skin Cleansing (Lux) to focus on Nutrition and Personal Care.
The FY 2025 results prove this wasn't a retreat; it was surgical. They traded Volume for Profitability, and the market is finally rewarding that discipline.

Horseman I: Aliko Dangote (The Fortress Builder)

If Aliko Dangote doesn't own the entire street, he doesn't buy the house.

He is the undisputed King of the NGX, controlling nearly 20% of the entire market. But his strategy isn't merely investing, it is Enclosure. He doesn't just build companies; he builds industrial fortresses.

This is how the Fortress Builder plays the game:
The Dangote Doctrine. 🧵👇 The Philosophy: The Dangote Doctrine
Most billionaires allocate assets, Aliko conquers the value chain.

His secret is Backward Integration. In the 90s, he was a trader (Sugar, Rice, Cement). But he realized that as long as you import, you are a slave to FX and global logistics.

So he stopped buying the product and started buying the process.