logo
episode-header-image
Oct 2023
1 h

MI296: Epic Lessons From A Decade Of 10-...

The Investor's Podcast Network
About this episode

Kyle Grieve chats with Dede Eyesan about the importance of diversifying geographical investment knowledge for discovering new opportunities and achieving multibagger returns, while also highlighting the role of margin expansion in micro and nanocap stocks. Dede further explores strategies for identifying multibaggers in turnaround and cyclical sectors, underscores the value of understanding the Indian markets, revealing the untapped potential of seemingly mundane multibagger stocks, and much, much more!


Dede Eyesan is the Chief Investment Officer of Jenga Investment Partners (IP). Jenga IP is a fund specializing in allocating capital to public and private companies in any country in the entire world. They own businesses in countries such as Poland, China, Mexico, U.S., Australia, Sweden, Kazakhstan, and France.


IN THIS EPISODE, YOU’LL LEARN:

00:0 - Intro.

06:19 - Why searching for margin expansion is integral in finding multibaggers.

12:06 - The importance of expanding your geographical circle of competence.

35:55 - The magical effects of micro and nanocaps on 10-baggers.

49:24 - How to find multibaggers in turnarounds and cyclicals.

56:53 - Why Indian markets are worth understanding.

60:16 - The prevalence of “boring” multibaggers.


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


SPONSORS

Support our free podcast by supporting our sponsors:


Connect with Kyle: Twitter | Website

Connect with Dede: LinkedIn | Website | Twitter

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Oct 5
TIVP040: Manchester United (MANU): Valuing a Football Empire w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Manchester United, the legendary football club that’s grown from a 19th-century railway team into one of the most recognized sports brands on the planet. With revenue pillars in commercial sponsorships, broadcasting rights, and matchday ... Show More
1h 12m
Sep 28
TIVP039: Universal Music Group (UMG): Owning The World’s Music Catalog w/ Shawn O’Malley & Daniel Mahncke
Shawn O’Malley and Daniel Mahncke break down Universal Music Group (ticker: UMG), a company that controls a royalty stream on roughly ⅓ of the world’s music in an oligopolistic industry also dominated by Sony and Warner Music Group. Universal has incredibly high-quality earnings, ... Show More
1h 27m
Sep 21
TIVP038: Berkshire Hathaway (BRK.B): From Buffett to Abel w/ Daniel Mahncke & Shawn O’Malley
Daniel Mahncke and Shawn O’Malley dive into Berkshire Hathaway, the billion-dollar conglomerate built by Warren Buffett and Charlie Munger that’s grown from a struggling textile mill into one of the most valuable companies in the world. With core pillars in insurance, railroads, ... Show More
1h 23m
Recommended Episodes
Feb 2024
TIP605: Untangling Global Outperformers w/ Dede Eyesan
On today’s episode, Kyle talks to Dede Eyesan about investing outside of your home country and what you need to research to improve your circle of competence, why China, India, and Japan have some interesting businesses and which sectors might produce the next outperformers, the ... Show More
55m 50s
May 2023
TIP555: Lessons from the World's Greatest Capital Allocators
On today’s episode, Clay reviews one of Warren Buffett’s favorite investment books called The Outsiders by William Thorndike Jr. IN THIS EPISODE YOU’LL LEARN:00:00 - Intro.01:56 - How we should evaluate the performance of a CEO during their tenure.03:01 - How Henry Singleton led ... Show More
56 m
Feb 2022
TIP422: Frontier Market Investing w/ Maciej Wojtal
Stig Brodersen speaks to Maciej Wojtal about investing in Iran. Iran equities are trading at P/E ratios of 3-5, and a dividend yield of 20% of blue-chip stocks is not uncommon. IN THIS EPISODE, YOU’LL LEARN: 01:12 - Why you want to be invested in a stock market that is opening up ... Show More
1h 3m
Nov 2022
TIP492: The Best Investor You've Never Heard of
IN THIS EPISODE, YOU'LL LEARN: 00:38:03 - Nick Sleep’s investment philosophy and how he was able to outperform the market from over his fund's tenure. 00:06:02 - Why Sleep bet big on Amazon and Costco in the early years of his fund. 00:14:54 - What fundamentally set Amazon and Co ... Show More
1h 2m
Mar 2023
TIP536: Buffett and Munger’s Principles and Mental Models
On today’s episode, Clay Finck continues his review of Gautam Baid’s book, The Joys of Compounding. Gautam Baid is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in th ... Show More
55m 44s
Dec 2022
RWH019: Winning the Long Game w/ John Spears
IN THIS EPISODE, YOU’LL LEARN: 04:04 - How John Spears became obsessed with investing when he was 12 years old. 11:34 - How skipping school to meet an investing legend set him on a path to success. 16:07 - How a catastrophic early investment humbled John & taught him to be more p ... Show More
2 h
Dec 2022
TIP507: Market Indicators, CBDC's and Real Estate w/ Joe Brown
IN THIS EPISODE, YOU’LL LEARN: 05:56 - Indicators that Joe watches to forecast market moves. 13:19 - Why the Fed pivot might take much longer than many current estimates. 14:56 - How the Fed could use $2T in reverse repos to provide liquidity before needing to lower interest rate ... Show More
1 h
Nov 2023
TIP585: Concentrated Value Investing w/ Shree Viswanathan
Clay Finck is joined by Shree Viswanathan to discuss his concentrated, patient, and global approach to investing. They touch on many of the key aspects to successful long-term investing as well as one of Shree’s portfolio holdings, Dino Polska, which reminds him of Walmart in the ... Show More
1h 27m
Oct 2022
RWH014: The Resilient Investor w/ Matthew McLennan
William chats with Matthew McLennan about how to achieve resilient wealth creation, which is a central focus of William's book “Richer, Wiser, Happier." This interview was recorded on August 30, 2022. IN THIS EPISODE, YOU'LL LEARN: 02:36 - How Matthew McLennan grew up off the gr ... Show More
1h 54m
Oct 2023
TIP583: Preparing for the Bear Market to Come w/ Gautam Baid
Clay Finck is joined by Gautam Baid to discuss his new book, The Making of a Value Investor. Gautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund, a Delaware-based investment partnership which is available to accredited investors in the US. Gautam is als ... Show More
1h 1m
Listen to millions of songs and podcasts on Anghami