Why do you like Alpha Group International PLC stock, Dede Eyesan (Jenga Investment Partners)?

Рет қаралды 516

Күн бұрын

It was our pleasure to welcome Dede Eyesan of Jenga Investment Partners (www.jengaip.com/) as a first-time guest on Good Investing Talks!
We have discussed the following:
00:00 Podcast Preview
00:42 Introducing Dede Eyesan
01:27 Starting out in the fund industry
03:41 How to stay focussed on making money
05:17 What do you look for in a stock?
06:40 What does Jenga Investment Partners stand for?
08:45 What investments are you passionate about?
13:27 What makes you change your mind?
14:51 Where do the ideas for investments come from?
16:30 Where a lot of time goes into
17:51 Investment mistakes
20:00 Development after 5 years
21:46 Checkout GI Plus
22:25 What problems is Alpha Group International PLC stock solving?
28:12 Research process
31:28 Thesis creep: When the thesis changes…
34:23 Dede Eyesan's Exit strategy
36:00 Why did you start a fund, Dede Eyesan?
39:40 What makes the fund different
43:35 Struggles as a young fund manager
45:30 Framework for portfolio construction
48:25 Meta thougths
51:09 Closing thoughts
51:35 Disclaimer
#goodinvesting #alphagroupstock #emergingmanagers
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Пікірлер: 5

@sebastianschmidtataktien-e4705 19 күн бұрын

Great interview, I first stumbled across Dede‘s work some years back over Fintwit after the Global Outperformers Book was released. I like his approach of looking for great growth companies everywhere in the world. He did some work on Poland and even found some interesting stock pick in Finland. I am also seeing his name pop up more and more frequently. It is refreshing to have some quite young Investors doing such great work like Dede with Jenga Investment Partners or the Schober Brothers with their TIP-Investment Partnership.

@GoodInvestingTalks 16 күн бұрын

Thank you very much! 😊

@Haoeeee Ай бұрын

It's incredibly impressive what a 24-year-old recent graduate has accomplished: publishing a well-researched case study book and managing a fund brimming with unique ideas. One might listen to the interview and initially think he's just another 'quality growth' investor, but the research he has published suggests otherwise. Congratulations, Dede, on all your success so far. If you continue to excel, you might just put a lot of funds out of business haha!

@Wrex327 Ай бұрын

He's incredibly good. He isn't closed minded to stick to UK/USA, but he looks for quality stocks in less covered markets. He covered Poland pretty well and I can assure from point of view of investor from Poland who knows "something" about business here, ge gets it. This makes me pretty comfortable with his view on another markets such as China or India. Dede I am waiting for more of your researches!

@dannthegentleman4261 Ай бұрын

Yes, I am quite sure he will achieve GOAT status over the years. This guy is a once in a generation talent in the investment game.