A Decade Study of Global Top-Performing Companies | Global Outperformers w/ Dede Eyesan (TIP605)

Рет қаралды 7,362

Күн бұрын

Kyle talks to Dede Eyesan about investing outside of your home country, researching to improve your knowledge, interesting businesses in China, India, and Japan, monopoly businesses, identifying outperformers, and iGaming and IT consulting industries.
Dede Eyesan is the CIO of Jenga IP, a global fund that invests in public & private companies. They own businesses in countries like China, Finland, France, Australia, Kazakhstan, Mexico, Sweden, & the USA. Eyesan wrote "Global Outperformers", a book highlighting top-performing companies with a 1,000% return in 10 years.
IN THIS EPISODE YOU’LL LEARN:
0:00:00 - Intro
0:00:54 - The primary reasons for China’s lower shareholder returns
0:09:00 - Why uncertainty can punish a business’s valuation
0:12:07 - Insights into Indian markets, governance issues, and regulation
0:13:32 - Potential value chains in India that Dede finds interesting
0:14:16 - Why consumer electronics is interesting in India but not a good business model in most other geographies
0:23:06 - Why monopolies like Airports of Thailand and Texas Pacific Land Corporation made good investments
0:25:01 - The importance of good economics and competitive advantage in finding outperformed
0:32:02 - Insights into two South African companies that are still high quality in Karooooo and Naspers
0:32:37 - Evolution Ab’s competitive advantage and growth forecast
0:033:37 - Why iGaming has low barriers to entry but high barriers to success
0:40:31 - Dede’s outlook on his latest acquisition, GoFore, and why he likes IT consulting
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Пікірлер: 33

@WeStudyBillionaires 5 ай бұрын

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@Wrex327 5 ай бұрын

I couldn't believe that you brought Dede Eyesan to your show! One of the most underappreciated guru investors. If I can recommend you anyone, I think Pulak Prasad would be great to study from. He is one of my favourite investors, if not the top one.

@WeStudyBillionaires 5 ай бұрын

Thank you so much for watching! 🙌 If you haven't watched it yet, Kyle covered Pulak Prasad's book, "What I Learned About Investing from Darwin" here: kzfaq.info/get/bejne/Zt-Aht1h3NXemas.html We hope you enjoy!

@Wrex327 5 ай бұрын

@@WeStudyBillionaires how did I miss it?! I have just watched it (altough I have read book twice) and as always - great summary. Still waiting for Pulak Prasad on the show though! :D

@andeg8647 5 ай бұрын

Emerging markets are not for the faint hearted. Great guest!! Bravo

@WeStudyBillionaires 5 ай бұрын

Thanks so much for tuning in! 😎

@jameswalker366 5 ай бұрын

Very thoughtful and knowledgable guest. Wish him the best of luck.

@WeStudyBillionaires 5 ай бұрын

Thank you so much for watching!

@TooAjit2Quit 5 ай бұрын

This was a fantastic interview. I enjoyed Dede’s commentary. Thank you

@WeStudyBillionaires 5 ай бұрын

Glad you enjoyed it! 🙌

@mayor5326 5 ай бұрын

Quality interview, enjoyed it. Thank you!

@WeStudyBillionaires 5 ай бұрын

Our pleasure! 🙏

@mohlini1 5 ай бұрын

thanks Kyle. love your podcast. btw how do i get hold of Dede's pf? thanks mate!

@dannthegentleman4261 5 ай бұрын

Amazing Guest!!! Congratulations!!!

@WeStudyBillionaires 5 ай бұрын

Glad you enjoyed it! 🎉

@jfeo38 5 ай бұрын

Dede is super knowledgeable - amazing guest. Would love to learn more from him.

@WeStudyBillionaires 5 ай бұрын

Glad to hear it! 🙌

@RolfStumpfRailMedia 5 ай бұрын

Interesting picks and a astounding depth of information, thank you! Gofore Oyj reminds me a bit of Etteplan Oyj which I had for a while. The stock movement looks pretty similar but the fundamentals of Gofore are much better. Watchlist.

@WeStudyBillionaires 5 ай бұрын

Thanks for sharing your insights! 🙌

@brianbirnbaum9760 4 ай бұрын

Fantastic interview.

@WeStudyBillionaires 4 ай бұрын

Thanks so much for watching!

@sunilrodrigo9778 5 ай бұрын

Great video.

@WeStudyBillionaires 5 ай бұрын

Glad you enjoyed it! 🙏

@jfeo38 5 ай бұрын

Absolute quality

@WeStudyBillionaires 5 ай бұрын

Thanks so much for tuning in! 😀

@dollarette 4 ай бұрын

I wonder if his fund beats the S&P, certainly won't beat the QQQ's

@EquityThink 5 ай бұрын

👍

@KamilMauel 5 ай бұрын

Actually, since the 2020 nominal GDP growth in USD is faster in the US than in almost any Asian country. A higher inflation with a stronger currency is a crazy mix. Furthermore, the Chinese economy has been boosted for years with unsound government investments. With a declining population those are even more negative.

@WeStudyBillionaires 5 ай бұрын

Thank you for sharing!

@77magicbus 5 ай бұрын

I keep hearing about how hard it is to invest in India. But no one ever explains why? Corruption. Remember Bernie Madoff? We have that here in America too. INdia has a younger, educated population and way, way more room to run than the USA does.

@himanshuv30 5 ай бұрын

It’s difficult due to strong compliance by the Indian authorities. As he mentioned you basically need to be either an Indian citizen or approved foreign investment firm. Else the other methods to be part of india story is investing in MSCI index firm but catch is they don’t give a substantial valuation to Indian market .

@KamilMauel 5 ай бұрын

@@himanshuv30 The only Asian MSCI above the 2021 or previous peaks...